How do I create a report of all vendor activity (including purchase orders, invoices, G/L accounts) over a given time period?

1 min. readlast update: 03.25.2025

The Vendor Analysis Report (BC0006) provides a report by vendor name, showing all activity for a vendor or vendors in a specified time frame.  The report includes purchase orders numbers, general ledger accounts, original purchase order amount, open purchase order amount, invoice number, invoice amount, paid date and check number.

The "Excel-friendly format" box generates the report as a CSV file. To view the report on screen or to export it as a PDF, leave the box unchecked.

When you run the report for ALL vendors, the list of vendors is available.  Select ALL

Select, yes to continue.

For reports generated to the screen, the report preview is displayed and can be printed or saved as a PDF.

For the "Excel-friendly format," a Windows Explorer box pops up, allowing you to save the file locally.

 

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