How do I generate suppliers activities report?

In the Suppliers App, these Reports are generated on the basis of activities like tasks, call logs, Follow-Ups, and emails.

Steps to Generate Reports of Suppliers Activities

• Log in and access Suppliers App from your universal navigation menu.
• Click on the Reports icon on the App header.

• You can view the list of General Reports. Click on the Supplier Activities Report.

• In the Supplier Activities report, you can download all the Activities of the Suppliers.
• Here, the Supplier App is Selected.
• In the Name, click on the Search icon.

• Search and select the Supplier from the list.

• Employee - You can select the Employee to download the activity report based on the Employee.

• Activity Type - Select the Activity type from the List. You can either select all or individual Activity for the Report.

• Start Date - Start Date of the Activity.
• End Date -  End Date of the Activity.
• Modified From - You can select the Modified date of the Activity.
• Modified To - You can select the Modified To date of the Activity.
• Then, Click on the View Report.

• You can view all Activities for the selected Supplier.
• Click on the Export button to export in excel.

• The Report will get downloaded in the excel sheet with the .XLS format.
• You can print the record by using the Print option in the file.

Related Links

• Generate reports for suppliers by category.
• Generate supplier’s details list.
• Generate reports in suppliers app
• Generate invoices with suppliers’ costs.