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How to Analyze and Export Procurement Data with the AI Assistant

Updated over 3 weeks ago

Ask questions about procurement records, filter the procurement list, and export data.

What you can say

  • "How much did we spend on procurement orders marked as received last month?"

  • "Filter to procurement records in a requested or ordered status at Site A."

  • "Export all completed procurement transactions for Q2."

  • "Which vendors have the most outstanding purchase orders?"

Tips

  • The assistant queries live procurement data β€” you get real-time answers without building a report.

  • Exports are delivered as downloadable spreadsheet files.

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