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All about purchase reports

Reports give you insight into how your business is operating on warrior; from accruals to purchased products, it is easy to pool the information you need.

triSaaS Support avatar
Written by triSaaS Support
Updated over 4 months ago

The difference between a Purchased Items report and a Purchased Items Grouped report

The purchased items report gives you itemised information about the products ordered on Warrior during your selected time frame. Whereas the purchased items grouped report will give the number of times an item was ordered, based on SKU, so you can see the total spend per available product. This includes the number of single units ordered, or full cases order, for splitable items.

💡TIP

  • There are many filtering options available to customise your reports. Don't hesitate to give them all a try to familiarise yourself with the customisation available.


Running a report request

To request a report, follow the following steps:

  1. Head to the Reports dashboard on Warrior by clicking the three dots next to your username and selecting Reports. This option will only appear if you have the relevant user permissions.

  2. Select Purchased Items or Purchased Items Grouped on the Request tab.

  3. Set your date range.

  4. Toggle the Include Headers option.

  5. Toggle the Include Orders option, and optionally select your grouping option.

  6. Click Create to request the report.

  7. Then head to the Report tab to download your report.


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