- Knowledge Base
- Reports and Filters
-
Welcome
-
Purchase Orders
-
Getting Started
-
Invoices
-
Approval Flow
-
Scan & Match
-
The User Roles
-
App Settings
-
The Supplier Portal
-
Mobile App
-
Reports and Filters
-
Integrations and Features
-
Billing and Accounts
-
Troubleshooting
-
About Us
-
Security Documentation
-
Departments
-
Purchase Requests
-
Company Setup
-
Quickbooks
How do I download custom filtered reports?
Here is our guide to help you run custom reports for all your data. So that you can get reports on all the data you want to see.
- Go to the "Purchase Orders Listing Page"
- Click the Filter Options icon
- Run your filters to get the data you want to see
- In the top right, click the "Actions" button
- Then on the dropdown list "Extract the Current List"
- You will be presented with the reports page,
- A green banner at the top of the page shows that the report had been requested and the email it will be sent to
- Close the reports page
- Open the email and click "Download File"
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.