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  2. Reports and Filters

Can I download all my company data?

It is possible to download your data by making use of different reports.

Take Note: Only "Finance",  "Company Admin" and "Approvers" have access to the reports

  1. Click on your initials at the top right.
  2. Navigate to "Reports"
    Screenshot 2024-06-11 at 14.31.16
  3. All data is categorized into reports: 
    • Scan Usage Report
    • Budget Spent Report 
    • Invoice Report
    • Purchase Order Report
    • Cost Type Report
    • Payment Report
    • Budget Report
    • Attachment Report
  4. For the necessary report(s), click Run Report.
  5. Choose the appropriate date range and click Submit.
  6. The report will be emailed to you, Open your email and download the report
    • Alternatively, click on "Recent Downloads"  and select the report you just ran to download it directly from the app. 

Still have a few questions? Use the Live Chat icon in the bottom right corner or alternatively send an email to support@procurementexpress.com to get in touch with one of our Support Representatives. Have a feature suggestion? We'd love to hear from you! Add your feature suggestion on feedback.procurementexpress.com.