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Vendor Purchase Report

Track purchases by vendor or brand and compare performance over time

Updated over 3 weeks ago

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.


๐Ÿ“ Accessing the Report

  • From the sidebar, click Reports

  • Select Vendor Purchase Report

Inside, youโ€™ll see two main tabs:

  • By Vendor

  • By Brand


โš™๏ธ By Vendor Filters

When you open the By Vendor tab, youโ€™ll find four key filters:

  • Date Comparison โ†’ Choose ranges like Last 30 Days, This Month, Q1โ€“Q4, or All Time. You can compare them against the previous Month, Quarter, Year, or select No Comparison.

  • Vendor Filter โ†’ Displays all vendor groups available within your selected date range.

  • Condition Filter โ†’ Defaults to โ€œSelect All.โ€

  • Reset Filter โ†’ Quickly clears all filters and restores the default view.


๐Ÿ“ค Export Options

Once your filters are set, you can export the data with a single click.
Choose between PDF, Excel, or CSV.

๐Ÿ‘‰ Note: The export will reflect any filters youโ€™ve applied.


๐Ÿ” Report Views

The Vendor Purchase Report gives you two ways to view your data:

  • Expand โ†’ Displays vendor totals only, without brand details.

  • Collapse All โ†’ 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.


๐Ÿท๏ธ 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.


๐ŸŽ‰ Youโ€™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. Itโ€™s a simple but powerful way to keep your purchasing strategy on track.

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