Transaction Summary Report
This article describes the Transaction Summary report, as well as how the report can be used.
For information on accessing the Transaction Summary report, please refer to this article: How to Access Data Insights
Article Topics
Report Overview
The Transaction Summary report provides a summary of all purchase orders and/or request for quotes by organization.
The Transaction Summary report was formerly known as the Orders report
Report Use Cases
The Transaction Summary report can be used to:
- Summarize all submitted purchase orders (POs) and requests for quotes (RFQs) within a specified timeframe
- Monitor and track the volume of transactions that are submitted by various organizations
Report Parameters
All Documoto reports are limited to 250,000 rows. If the report exceeds the 250,000 row limit, use the below filters to refine the report parameters.
| Parameter | Parameter Type | Notes |
| Created Start Date | Optional | Date selector |
| Created End Date | Optional | Date selector |
| Updated Start Date | Optional | Date selector |
| Updated End Date | Optional | Date selector |
| Type | Optional | ALL, PO, or RFQ |
| Organization Name(s) | Optional | Date selector |
| Status(s) | Optional | Multi-select listbox of Order Statuses |
Report Export Options
- HTML
- Text / CSV
- XLSX / Excel