View & Download Purchase Reports

Generate daily or monthly purchase reports filtered by date, vendor, and warehouse — with export options for audit, reconciliation, or operational review.

🔐 Access Control

• Only Admin users or staff with report permissions can access purchase reports
• From the Dashboard, use the side menu to navigate: Purchases → Report → Daily Purchase Report

🧭 Step-by-Step: View Purchase Report

1️⃣ Select Report Type

• Toggle between Daily or Monthly view
• Daily view shows individual purchase entries
• Monthly view aggregates totals by vendor or category

2️⃣ Apply Filters

Use the filter panel to refine your report:

• Start Date and End Date: Define the reporting range
• Warehouse: Choose a specific warehouse or select All Warehouses
• Vendor: Choose a specific vendor or select All Vendor

Click the Search icon to generate the report.

📥 Download or Export Report

Once the report is generated:

• Look for the Export or Download button (typically near the top or bottom of the report section)
• The report will include:
  • Purchase totals
  • Itemised entries
  • Vendor breakdown
  • Warehouse-level data
  • Date range and filters applied

✅ Best Practices

• Use monthly reports for budget tracking and vendor performance
• Use daily reports for inventory reconciliation and purchase validation
• Always apply warehouse filters when reviewing stock-sensitive categories
• Export reports before audits or financial reviews
• Archive reports quarterly for compliance and operational transparency