Purchasing reports and analytical tasks

Purchasing reports and analytical tasks give procurement and business professionals insights and statistics about current and past purchase activities.

Explore purchasing reports with Report Explorer

To get an overview of the reports that are available for purchasing, choose All Reports on your Home page. This action opens the Role Explorer, which is filtered to the features in the Report & Analysis option. Under the Purchasing heading, choose Explore.

To learn more, go to Finding reports with the Role Explorer.

Purchasing report overview

The following table describes some of the key reports related to purchasing. The reports help different roles in purchasing departments make informed decisions to optimize their operations.

To do this	Open this report in Business Central (CTRL+select)	Learn more	ID
Analyze vendor balances at the end of each period directly in Excel, by period (LCY), by Period (FCY), or an overview Due by Currencies. Monitor unpaid invoices, and prioritize payments for overdue accounts.	Aged Accounts Payable Excel	About Aged Accounts Payable Excel	4403
Analyze the effect of vendors on cash flow, and prioritize vendor payments.	Vendor - Top 10 List Excel	About Vendor - Top 10 List Excel	4404
Analyze and reconcile vendor balances at the end of a period.	Vendor - Detail Trial Balance	About Vendor - Detail Trial Balance	304
Analyze outstanding purchase orders to understand expected purchase volume. Forecast your monthly expected costs and expenses.	Vendor - Order Summary	About Vendor - Order Summary	307
Analyze outstanding purchase orders and understand expected purchase volume from vendors. Compare overall outstanding receipts with the expected receipt date and highlight overdue back orders.	Vendor - Order Detail	About Vendor - Order Detail	308
Track vendor performance and ensure that your company gets the best value for money.	Purchase Statistics	About Purchase Statistics	312
Analyze item purchases per vendor to manage inventory procurement and improve supply chain processes. Assess the relationship between discounts, cost amounts, and volume of item purchases.	Vendor/Item Purchases	About Vendor/Item Purchases	313
Get a list of vendors by item or items per vendor.	Vendor Item catalog Note: This report isn't available in the United States, Canada, and Mexico. Instead, use the Item/Vendor Catalog (10164) report.	About Vendor Item catalog	320
Analyze the closing balance of vendors at the end of the period and reconcile the vendor subledger against the payables accounts in the general ledger.	Vendor - Trial Balance	About Vendor - Trial Balance	329
Explore the availability of items for shipment on purchase documents, such as return orders.	Purchase Reservation Availability	About Purchase Reservation Availability	409
Analyze outstanding purchase orders to understand the expected purchase volume for items. Compare overall outstanding receipts with the expected receipt date to highlight overdue back orders.	Inventory Purchase Orders	About Inventory Purchase Orders	709
Analyze your vendor purchases per item to manage inventory procurement and improve supply chain processes. Assess the relationship between discounts, the cost amount, and the volume of item purchases.	Inventory Vendor Purchases	About Inventory Vendor Purchases	714
This is a legacy report for vendor analysis. See report documentation for alternatives.	Vendor - List	About Vendor - List	301
This report is a legacy report for vendor analysis. See report documentation for alternatives.	Vendor - Top 10 List	About Vendor - Top 10 List	311
This is a legacy report for accounts payable. See report documentation for alternatives.	Payments on Hold	About Payments on Hold	319
This is a legacy report for aged accounts payable. See report documentation for alternatives.	Aged Accounts Payable	About Aged Accounts Payable	322

Analytical tasks in purchasing

The following articles describe some of the key tasks for analyzing the state of your purchasing:

• View the availability of items
• Calculate dates for purchases
• View purchase ledger entries

See also

Ad hoc analysis of purchasing data
Purchasing analytics overview
Setting up purchase
Purchasing overview

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