Purchase: Reporting

Purpose

The purpose of this documentation is to review the features and data-views offered by the reporting menu in the Purchase application of Odoo 16.

Process

To begin, navigate to the Purchase app.


Once there, go to REPORTING > PURCHASE.


Default Filters

When you first open this reporting page, your default view will be  Purchase Orders that have been confirmed in the current month. You can clear these filters by clicking the


Tailor Report Views

Nested under the search bar are options to tailor your view. If you don't see these options, click the  Caret to the left of the filter option to expand it.


Filter Options

You'll see the following filter menus that will assist in creating tailored report views:

  • Under the  Filters dropdown, the following preset filters are available for this report: Purchase Orders and Confirmation Date. Select any options needed to narrow down the data.
  • Use the  Comparison dropdown to have your report show data from the previous period or year.
  • Use the   Group by dropdown to so a list of presets groups or create a custom one.
  • Use the  Favorites dropdown to save and access custom record sets you'll use often. 


View Options

To the the right above the report, you will see different types of views to organize your data into.


 Graph View

The  Graph view is your default view and will give a full-scope view of the data you've selected. The first section can be further configured to display your data in several different ways:

  • Measures: Modify the data included in your recordset. The selected measures for the report shown above are displayed at the bottom of the chart (Total Purchased, UntaxedTotal, Orders, Average Order).

  • INSERT IN SPREADSHEET: This will allow you to export the data into a spreadsheet in Odoo. To learn more about this, please review our Spreadsheets documentation.
  •  Bar Chart: This displays you data in a bar chart.

    • This type of chart allows you to utilize the  Stacked feature or organize the data by  Descending or  Ascending.
  •  Line Chart: This displays your data in a line chart.

    • This type of chart allows you to utilize the  Cumulative feature and organize the data by  Descending or  Ascending.
  •  Pie Chart: This displays your data in a pie chart

 Pivot View

The second view of the report is presented as a pivot table and can be also be configured to your needs.

  • Measures: Modify the data included in your recordset.

  • INSERT IN SPREADSHEETThis will allow you to export the data into a spreadsheet in Odoo. To learn more about this, please review our Spreadsheets documentation.
  •  Flip Axis: Switch the positions of your X and Y axes.

  •  Expand: Expands data that is expandable.

  •  Download xls: Allows you to download the data in your pivot table to an xls spreadsheet format.

Good to Know

Odoo makes customizing pivot tables so easy. Within any pivot table, use the  and  icons on the table, itself, to add or remove specific data. Be sure to save your report for later use.