Complete guide to using your purchase reports
Purchase reports give you a summary or detailed view of all your CDMV purchases. This feature offers a flexible interface that allows you to easily find the information you need.
With interactive reports, you can:
- Get an at-a-glance summary (a box at the top of the page displaying total purchases) or a detailed report (one line per month) of your purchases;
- Obtain a detailed report for billing categories, suppliers and CDMV codes, as required;
- View purchase details by billing category;
- Group purchases by supplier;
- Produce real-time reports with daily data updates;
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Display amounts and quantities.
Process
Access purchase reports
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Select the account (name of your establishment) in the top right corner |
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Click on Purchase reports. The annual purchase report appears Access Detailed purchase reports in the menu on the left |
Can’t see the Purchase reports section?
Contact your account administrator so your role can be modified. Only users having the role of administrator or treasurer are authorized to access this section.
Customize purchase reports
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Period Selection: Click the chevron to choose the periods you want to analyze |
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Supplier: Click the chevron, then use the magnifying glass to search for and select a supplier. |
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Invoicing Category: Click the chevron to select the desired billing category. |
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CDMV Code: Click the chevron, then use the magnifying glass to search for and select a specific CDMV code. |
Export purchase reports
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Click on the box with the 3 dots (the icon is visible when you pass your mouse over the table) |
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Choose "Export data" |
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Click on "Export" |
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A message will confirm that the data was successfully downloaded |
Modify the display order
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Click on the arrow to reverse the order in which the data is displayed |
Annual purchase reports
Section 1. Overview of annual expenditures
Get an overview of your CDMV purchases for the selected period, including taxes paid.
Note: Includes products purchased, credits (returns), paid services and applicable discounts.
The Variation column shows the % difference from the same month(s) in the previous year.
Do not use the reports for accounting data. Please use the invoices or account statements instead.
Section 2. Breakdown of purchases by billing category
Get an overview of your CDMV purchases by billing category (before taxes) for the selected period.
Note: Applicable discounts are included. Only products purchased, but no services, are included in this report.
Do not use the reports for accounting data. Please use the invoices or account statements instead.
In the interactive table :
Click on the elements that interest you to find the data for the chosen period.
E.g.: By clicking on a category, you will obtain the proportion of purchases, broken down by month, highlighted in the table on the right. Click again on the category to remove the selection.
E.g.: By clicking on a period, you will obtain the purchase amounts by category in the table on the left. Click again on the category to remove the selection.
Detailed purchase reports
Section 1. Detailed view of products purchased
Find detailed reports on your CDMV purchases by searching by category, supplier or CDMV code.
Note: To clear the selection you’ve made (supplier, billing category, CDMV code), slide your mouse over the chevron and click on the eraser that appears. The amounts displayed show the total paid for the selected period, including price variations.
The Variation column shows the % difference from the same month(s) in the previous year.
Do not use the reports for accounting data. Please use the invoices or account statements instead.
Section 2. Purchase volumes by supplier
Get an overview, by supplier, of your CDMV purchases (before taxes) for the selected period.
Note: Change the display order by first clicking on the arrow. You can then reverse the order.
Do not use reports for accounting data. Please use the invoices or account statements instead.
In the interactive table :
Customize the table by selecting the desired periods and suppliers.
View details corresponding to the elements displayed by clicking on what interests you.
E.g.: By clicking on a supplier, you’ll obtain the proportion of purchases, broken down by month, highlighted in the table on the right. Click again on the category to remove the selection.
E.g.: By clicking on a period, you’ll see the purchase amounts, by supplier, in the table on the left. Click again on the category to remove the selection.
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