Purchasing Reports

Overview:

This section allows you to view standard reports related to purchasing.  You must have been granted the Data Analysis Role to use reports.

1. Ribbon Toolbar

For standard reports, the Ribbon Toolbar below will appear:

Service Request Reports

• Support Rep Performance Reports: View detailed or summary reports for efficiency and work performed by a Support Rep..

• Queue Reports: View detailed or summary reports for efficiency and work performed on service requests in a Queue.

• Support Cost/Billing Reports: View cost of support by company or Organizational Unit as well as view billing rates.~

• Request Resolution Reports: Reports related to resolution statistics of your help desk.

• End User Satisfaction Reports: View reports related to Approval Ratings provided on closed requests.  For more information, see Approval Ratings.
• Overdue Reports: View summary reports of overdue requests.

Purchasing/Asset Reports

• Assets Reports: View reports related to asset allocation, cost and support.

• License Compliance Reports: View reports related to the software installed on machines on your network and whether your organization is compliant with the number of licenses owned.  For more information, see License Compliance.

• Purchasing Reports: View reports related to any outstanding Purchase Orders.

WorkStation

• Workstation Support Reports: View reports related to time and cost of support workstations on your network.

Listing

 View complete Report Listings of the following HelpSTAR objects added in your system:

• Company

• Organizational Unit

• User

• Support Rep

• Queue

• Category

• WorkStation

• Best Solution

• Assets

•  

Audit Trail

•  

• HelpSTAR Logins: View a report listing successful and failed logins to HelpSTAR (via the Windows Client and the Web Portal)

• HelpSTAR Objects: View reports related to modifications made to HelpSTAR objects.

2. Reports List:

In the Report List pane, a listing of reports will appear for the selected option in the toolbar.  Available reports shown in the reports list view for each button are discussed below:

Report List Tree-view for Purchasing Reports:

Purchasing

The Purchasing Report allows you to follow up with Vendors regarding the delivery of their products. Within the date range that you specify, the report will show all products that have not been received or that have only been partially received. These products are grouped by Vendor and within each Vendor by PO#, as shown below.

 There is one Purchasing Report available under Standard Reports, as shown below.

The Purchasing Report shows all products that have been ordered but not yet received. When you run the report you will be prompted to specify a date range for the Issue Date (i.e. the date the PO was generated).

3. Sample Report View:

This section displays a sample report to show you what the report selected in the Report List Tree-view section will look like.  This allows you to assess whether or not the selected report provides the information you require.

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See Also:

Custom Report Designer

Queries

Charts

Dashboard

Crystal Designer

Report Scheduler