SpendMap User Guide (v14.5)

You can schedule reports so that they are either saved to disk or e-mailed to you automatically. For example, you might arrive each morning to find a list of late orders in your Inbox or perhaps a list of items that need to be re-ordered.

Separate from the reports (which can show a fair amount of detail), users that only need to see high-level information might prefer SpendMap's Executive Dashboards which provide a graphical presentation of Key Performance Indicators (KPIs), to enable instantaneous and informed decisions to be made at a glance.

In many cases, the information on a report is also available on-screen. For example, if you want to check the status of your budget, you can either run the Budget Status Report or view budget status on-screen.

On-screen information is available in the Status & Inquiries section of each module’s Main Menu.

In addition to the built-in reports, SpendMap maintains an open database, so you can easily get at your data for ad-hoc reporting using many standard tools and report writers.

TIP: You can also export any table/data directly to Excel for analysis.

REMINDER: SpendMap offers custom report design services. For those complex reports that you don’t want to create yourself, SpendMap will create a custom report to your exact specifications.

Most reports can be sorted (ordered) by various fields. You may, for example, want a list of Purchase Orders in order by supplier or by item or by delivery date.

The fields by which you can sort will be different depending on the report that you are printing. 

Besides sorting, reports can also be filtered in order to limit which data is included on the report. You may, for example, want to generate a list of only the POs for a particular supplier or user or department.

In addition to filtering on a specific field as described above, in many cases you can also select specific documents or codes to include on the report. For details, see Multiple Code/Document Selection Screen.

With the exception of the Item Category Fields, most reports can be filtered from left-to-right on the selected field. For example, if you filter a list of POs for supplier “ABC”, the results would include POs for supplier "ABC" as well as "ABC-COMPANY", “ABC-INC”, etc.

       About Filtering on Category Fields

Many reports can also be filtered by date range.

You will be prompted to enter two dates: a beginning date and an ending date. The beginning date will default to "01/01/80" (the earliest possible date) and the ending date will default to the current date.