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Create a purchase report

The objective of this training is to show you how to extract all purchases with the amounts excluding and including VAT

Step 1: Create a report.

Purchases reports are essential for tracking financial activities across different studio locations and timeframes.

In "Reporting" > Click on Purchases to create a new report

Step 2: Set up the purchase report.

Add a view, then name this view, if you want to save it

Add quick filters such as product or product type, if you want to focus on a specific item. You will be able to see the products with and without VAT.

Additionally, you can filter by studio location and timeframe to further refine your report.

Once the filters are on > Click on "Generate Report"

Then click on "Download report" if you want to download this report in .xlsx format

Note that the report will be downloaded in .xlsx format, which is currently the only available format.

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