Insights & Reporting

Overview and reporting details.

Dashboard

Procurement Dashboard
The Procurement Dashboard provides strategic insights into spend data through interactive graphs and widgets. It is designed to help administrators and procurement manager...
Performance Dashboard
The Performance Dashboard is an essential tool for monitoring the health and efficiency of your community's procurement and approval processes. It provides visibility into ...

Spend Screen
The Spend Screen provides a high-level summary of institutional expenditure categorized by your specific Chart of Accounts (COA). This allows Community Administrators to se...
How to Manage Unspecified Spend
Unspecified spend occurs when orders are placed without a UNSPSC (Category) code. This data appears on the Procurement Dashboard and should be addressed to ensure all spend...

Report Type Directory
This directory provides a categorized overview of the standard report templates available in Unimarket. Use this guide to select the appropriate report based on your specif...
Running and Managing Reports
Unimarket provides a robust reporting engine within the Insights module. Allowing authorized users to extract real-time community data for analysis and auditing. Required R...
Scheduled Reports
Scheduled reports allow administrators and authorized users, to automate the extraction of data from Unimarket. Instead of running reports manually, you can configure the s...
Report Type - Requisitions In Progress
The Requisitions In Progress report provides a high-level summary of all requests currently navigating the approval process. Unlike the "Items in Progress" report (which fo...
Report Type - Requisitions Report
The Requisitions Report is a comprehensive historical dataset used to track the lifecycle of a request from its initial creation through to its final approval and conversio...
Report Type - Requisition Items in Progress
The Requisition Items in Progress report provides a real-time snapshot of requisitions that have been submitted but have not yet become Purchase Orders. It highlights exact...

Schedule a Recurring Transaction Run
Transaction runs can be scheduled to generate recurring reports automatically and save them to a specific location. This ensures consistent data extraction for your extern...
Transaction Runs
A Transaction Run is used to allocate matched invoices, expenses, or orders to a specific numbered run. This process is essential when extracting data to upload into an ex...
Supplier Transaction Runs
A Supplier Transaction Run is the primary mechanism for extracting supplier master data from Unimarket to sync with your institutional ERP or Finance system. This specific ...

Contract Exports
The export feature allows users with the Contracts Administrator or View Contracts role to extract contract data into a CSV file. This is useful for high-level reporting, a...
Exporting Financial Commitments
The Financial Commitments export provides a real-time view of your community's outstanding liabilities. It is specifically designed to help Community Administrators unders...
Order Exports
The Order Export feature in the Marketplace module is designed for buyers and cost center managers who need to extract data about their purchases without requiring special ...
Scheduled Exports
Scheduled Exports are powerful automation tools designed to extract raw data (Orders, Order Lines, or Users) from Unimarket. While similar to Scheduled Reports, Exports off...
Supplier Exports
Users with the Community Administrator or Community Supplier Administrator role, have comprehensive permissions to export supplier data within the community. Export Supplie...