View Products Purchases Report by Staff
1. Report Overview
The Products Purchases Report – by Staff displays detailed purchase items categorized by staff member. It shows, for each staff member, the purchased quantities, unit price, taxes, and total value within a specified period.
This report helps analyze purchasing patterns, identify the most active staff members in placing orders, and compare product costs across different suppliers. It supports more efficient purchasing decisions and helps monitor staff performance.
Steps to View the Report
- Click the Reports menu.
- Click Purchases Reports.
- Select Products Purchases Report – by Staff.
Before displaying the report, you can apply several filters:
-
Supplier:
Select a specific supplier to display only their purchases. You can search by name, email, or phone number.
If no supplier is selected, the report will include purchases from all suppliers. -
Staff:
Select one or more staff members to display purchases related to invoices they created.
You can search by Name, Code, E-mail, Department, Branch, Country, etc.
If no staff member is selected, the report will include purchases created by all staff members. -
Products:
Select one or more products to display only their purchases. You can search by product name or product code.
If no product is selected, the report will include all products. -
Date From:
Specify the start date of the period for which purchases should be displayed. -
Date To:
Specify the end date of the period. -
Group By:
Choose how the report results are grouped: - Products: Displays items grouped under each product.
- Supplier: Displays items grouped under each supplier.
- Staff: Displays items grouped by the staff member who created the invoice.
- Daily: Displays items grouped by day.
- Weekly: Displays items grouped by week.
- Monthly: Displays items grouped by month.
- Yearly: Displays items grouped by year.
-
Order By:
Choose how items are sorted within each group: - Date Descending: From newest to oldest.
- Date Ascending: From oldest to newest.
- Number Descending: From the highest document number to the lowest.
- Number Ascending: From the lowest document number to the highest.
-
Currency:
Select the currency used to display the report.
After adjusting the filters, click Show Report to update the results, or click Clear Filters to return to the default settings.
You can also print the report by clicking Print, or export it by clicking Export to:
- CSV
- Excel
- PDF without chart
Report Columns
The table displays purchase items grouped under each staff member with detailed information for each purchase transaction. The columns are organized as follows:
- ID: The unique identifier of the item in the system.
- Name: The product name as registered in the system.
- Item: The item name within the purchase invoice, which may differ from the product name if customized in the invoice.
- Product Code: The unique product code in the system.
- Date: The date of the purchase invoice associated with this item.
- Type: The document type related to the item, such as Purchase Invoice or Purchase Return, with a direct link to view the full invoice details.
- Staff: The staff member who created the invoice.
- Supplier: The supplier from whom the product was purchased.
- Unit Price: The price of a single unit of the product in that invoice.
- Total Taxes: The total taxes applied to this item in the invoice.
- Quantity: The number of units purchased for this product in the invoice.
- Total: The total value of the item after calculating the quantity and taxes in the selected currency.
At the end of each staff section, a Total Row appears summarizing the total quantities and values for all items purchased by that staff member within the selected period.
At the bottom of the table, a Total Row displays the combined totals for all staff members across the entire period.