PA Tutorial: Supplier Monthly Spend This Year

In this example, you will design a report showing the total value spent for each supplier this financial year.

1. Go to Navigator > Reports > Purchase Analysis > Analysis Report Designer.
2. Set the Analysis Type to Shipments.
3. In the Analyse grid, select AP Creditors.
4. In the Analysis Range, set Analysis to Year, to analyse shipments across the current financial year.
5. Select the Crosstab Report checkbox, to allow the information to be printed in monthly columns, such as 1 Period per Column as shown.

   Note: You can also tick Advanced Analysis to make other fields available to select on the Fields tab for AP Creditors, such as Balance1 and Balance Current, but be aware that these are "as at now" figures, not figures based on your Analysis Range.

6. Go to the Fields tab. Under Source and Field Name, make the following selections. You will need to select ExtendedCostBS, twice as one will be a total.

   Source	Field Name
   AP Creditors	CreditorName
   AP Creditors	PhoneNo
   Summary	ExtendedCostBS
   Summary	ExtendedCostBS

7. Improve the presentation of the report by making the following changes:

• Unselect the Visible column for Creditor Code.
• Change the Display Labels for the two Extended Cost Bs lines as shown below to make them clearer, using the Pipe Character (|) between words so they are word wrapped.

  Display Label	Change to
  ExtendedCostBs	Monthly|Spend
  ExtendedCostBs	Total|Spend|YTD

• Clear the Range field for the Total|Spend|YTD line by typing Space in the field. This will give a total column for all the months.
• Change the Display Width for the Monthly|Spend and Total|Spend|YTD lines to 15

1. Go to the Output Selections tab and enter a Report Title which will be displayed on the report, such as Supplier Monthly Spend this Year. You can select to Hide Filters and Hide Selection if you don’t want them included at the top of your report.
2. Click Run (Alt+R) and run the report to the Screen to view it. You can optionally save your report at this time.

Tip: You can filter the report to only show Suppliers where the total spend is more than an amount, such as $10,000.

1. Go to the Document Selections tab, and in the Fields section, click the Filter Report (Alt+T). The Filter - Report window is shown.
2. Enter the following filter:

   Field Name	Summary_ExtendedCostBs
   Op	>
   Criteria	10000

3. Click Save (F9).
4. Click Run (Alt+R)and run the report to the Screen to view it. You can optionally save your report at this time. Only Suppliers with a total spend of more than $10,000 will be shown.