Users will have access and run Unimarket reports to obtain community data, with the following roles:
- Community Administrator
- View Transactions or
- Create Invoices
You can watch this short video on how to review reports or continue reading below:
Access Previously Ran Reports
To access previously ran reports, select the Insights module > click Reports > in the desired report line, select Actions > click Download to extract the report in CSV format.
| Note: Reports older than 18 months will be removed. |
Create One-Time Report
You can watch this short video on how to create and run a new report or continue reading below:
To create a one-time report, go to the Insights module > click Reports > select Run Report, in the upper right corner.
A pop-up box will appear to insert the desired email address in the Email Address field. This is where a notification will be sent when the report is ready.
In the Report Type field, insert the desired report type > in the From Date and To Date fields, choose the desired dates and times. The date ranges default to one month.
Once completed, select Create.
The report will be added to the list > once the State is in Complete > select Actions > click Download.
Report Types
Report Type templates define the format and content of the report.
Templates can be:
- Added to the community from a list of standard Unimarket templates or
- There may be custom templates defined and added to the community, as part of the delivery process.
To add a new standard template, please contact Unimarket Support (support@unimarket.com). Stating the templates you would like loaded.
The current available templates are listed below:
| Standard Templates | Description |
| Unimarket Commitments | Provides an overview of commitments. |
| Unimarket Goods Received Not Invoiced | Lists order items created in the specified date range that have been received but do not have a matched invoice. |
| Unimarket GRNI Accruals Reconciliation | Goods Received Not Invoiced optimized for accruals reconciliation. Selects orders that were received between From Date and To Date. |
| Unimarket Invoices - All | Lists all invoices created in the specified date range. |
| Unimarket Invoices - Matched | Lists matched invoices created in the specified date range. |
| Unimarket Order Report | Lists orders created in the specified date range. |
| Unimarket Receiving report | Lists all buyer receiving that occurred in the specified date range. |
| Unimarket Requisition Items in Progress | Lists requisition line items created in the specified date range that are still awaiting approval. |
| Unimarket Requisitions In Progress | Lists requisitions created in the specified date range that have at least one item still awaiting approval. |
| Unimarket Blanket Order Report | Lists blanket orders with valid from dates in the specified date range. |
| Unimarket Expenses | Lists expenses created in the specified date range. |
| Invoice Items Pending Receiving | Lists all invoice items within the specified date range that are still pending receiving along with the users responsible for receiving the linked order item. |
| Orders Created After Invoice | This report identifies orders raised after invoice date. It highlights spend for which pre-approval was not completed. |
| Time From Order to Fully Received | The purpose of this report is to allow analysis of receiving behavior against order lines. It measures the time from order line creation to receiving closed. |
| Unimarket Requisitions | A list of requisitions placed in the system. All states. |
| Unimarket Requisition Approval Statistics | Requisitions and their associated approval timelines. |