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.
📍 Accessing the Report
From the sidebar, click Reports
Select Vendor Purchase Report
Inside, you’ll see two main tabs:
By Vendor
By Brand
⚙️ 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.
📤 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.
🔍 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.
🏷️ 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.
🎉 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.