Vendor Purchase Report

Track purchases by vendor or brand and compare performance over time

The Vendor Purchase Report in Appliance.io makes it easy to track purchases by both vendors and brands. With built-in comparisons, flexible filters, and export options, it gives you the insights you need to measure purchasing trends, evaluate performance, and make smarter financial decisions.

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📍 Accessing the Report

• From the sidebar, click Reports

• Select Vendor Purchase Report

Inside, you’ll see two main tabs:

• By Vendor

• By Brand

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⚙️ By Vendor Filters

When you open the By Vendor tab, you’ll find four key filters:

• Date Comparison → Choose ranges like Last 30 Days, This Month, Q1–Q4, or All Time. You can compare them against the previous Month, Quarter, Year, or select No Comparison.

• Vendor Filter → Displays all vendor groups available within your selected date range.

• Condition Filter → Defaults to “Select All.”

• Reset Filter → Quickly clears all filters and restores the default view.

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📤 Export Options

Once your filters are set, you can export the data with a single click. Choose between PDF, Excel, or CSV.

👉 Note: The export will reflect any filters you’ve applied.

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🔍 Report Views

The Vendor Purchase Report gives you two ways to view your data:

• Expand → Displays vendor totals only, without brand details.

• Collapse All → Drills down into each vendor to show purchases broken down by brand.

The data columns remain the same across both views:

• Purchases

• Change in Purchases

The only difference is the first column: Vendor in Expand view, or Brand in Collapse view.

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🏷️ By Brand Tab

The By Brand tab works exactly the same as By Vendor:

• Same filters

• Same data columns

• Same export options

The difference is that it focuses only on brands, with no vendor grouping.

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🎉 You’re Ready!

With the Vendor Purchase Report, you can track purchases across vendors and brands, compare performance over time, and export your findings for deeper analysis. It’s a simple but powerful way to keep your purchasing strategy on track.