Reports & Analytics

What is the Reports Module?

The Reports module provides comprehensive procurement analytics through a library of pre-built reports and a flexible custom report builder. Pre-built reports cover the most common procurement analysis needs: spend breakdowns, supplier performance scorecards, financial summaries, and cycle time tracking. For specialized analysis, the custom report builder lets you drag and drop fields from any module, apply filters and grouping, and save reusable templates. Every report can be exported to PDF, Excel, or CSV, making it easy to share insights with stakeholders who do not have platform access.

How It Connects

Direction	Module	Relationship
In	RFQs	RFQ response rates, cycle times, and category data
In	Purchase Orders	PO values, approval times, and supplier distribution
In	Goods Received Notes	Delivery performance (on-time %, quality acceptance rates)
In	Invoices	Spend totals, tax summaries, margins, AR/AP data
In	Suppliers	Supplier performance metrics, response rates, pricing history
In	Customers	Revenue, margins, and order frequency by customer
In	Approvals	Approval cycle times and bottleneck analysis
Out	Dashboard	Report summaries feed Dashboard KPI cards and charts
Out	Export	Reports export to PDF, Excel, and CSV formats

Step-by-Step Guide

Running a Pre-Built Report

1. Navigate to Analytics > Reports.
2. Browse the report library organized by category:
   • Spend Analysis — by category, supplier, project, or period.
   • Supplier Scorecard — response rate, on-time delivery %, quality acceptance.
   • Financial Report — margin by customer, AR aging, AP aging.
   • Procurement Cycle Time — average days per stage (RFQ to PO, PO to delivery).
3. Click on a report to open it.
4. Set the Date Range and any available Filters (e.g., specific supplier, category, or customer).
5. Click Generate Report.
6. Review the results in table and chart format.
7. Click Export and choose your format: PDF, Excel, or CSV.

Spend Analysis Report

1. Select Spend Analysis from the report library.
2. Choose the Group By dimension: Category, Supplier, Project, or Period (Monthly/Quarterly).
3. Apply filters to narrow by date range, specific categories, or suppliers.
4. Click Generate. The report displays:
   • Total spend for the period.
   • Breakdown by the selected dimension with amounts and percentages.
   • Trend chart showing spend over time.
5. Click any row to drill down into the underlying invoices.

Supplier Scorecard Report

1. Select Supplier Scorecard from the report library.
2. Choose All Suppliers or select specific ones.
3. Set the evaluation period.
4. Click Generate. The scorecard shows per supplier:
   • Response Rate — percentage of RFQs the supplier responded to.
   • On-Time Delivery % — percentage of deliveries received on or before the expected date.
   • Quality Score — percentage of received goods accepted without quality issues.
   • Overall Score — weighted composite of the above metrics.
5. Use the scorecard to inform supplier selection and AVL decisions.

Building a Custom Report

1. Navigate to Analytics > Reports > Custom Report Builder.
2. Click New Custom Report.
3. Select Data Source(s): choose one or more modules (e.g., POs + Invoices).
4. Drag and Drop Fields: select the columns you want in your report from the available fields panel.
5. Apply Filters: add conditions (e.g., status = approved, amount > 10000).
6. Set Grouping: group by any field (e.g., group by supplier, then by category).
7. Add Aggregations: choose sum, average, count, min, or max for numeric fields.
8. Click Preview to see sample results.
9. Click Save as Template to reuse this report configuration later.
10. Click Generate for the full report, then Export as needed.

Key Fields Explained

Field	Description
report_type	The category of report: Spend Analysis, Supplier Scorecard, Financial, or Cycle Time.
date_range	The period covered by the report. Supports presets (MTD, QTD, YTD) and custom ranges.
group_by	The dimension used to aggregate data: Category, Supplier, Project, Period, or Customer.
filters	Conditions applied to narrow the dataset (e.g., specific supplier, category, status).
response_rate	(Supplier Scorecard) Percentage of RFQs a supplier responded to out of total RFQs received.
on_time_delivery	(Supplier Scorecard) Percentage of deliveries completed on or before the expected date.
quality_score	(Supplier Scorecard) Percentage of received goods accepted without quality rejection.
ar_aging	(Financial) Accounts receivable grouped by age buckets: Current, 30, 60, 90, 120+ days.
ap_aging	(Financial) Accounts payable grouped by the same age buckets.
cycle_time_days	(Cycle Time) Average number of days for a procurement stage (e.g., RFQ to PO: 4.2 days).

Tips & Best Practices

TIP

Schedule the Supplier Scorecard report monthly and share it with your procurement team. Consistent supplier evaluation drives better vendor management and negotiation outcomes.

TIP

Save your most-used custom reports as templates. Your team can run them with a single click, changing only the date range. This ensures consistency in how metrics are calculated and reported.

WARNING

Report data is only as accurate as the underlying transactions. Ensure GRNs are posted on the actual receipt date (not retroactively) and invoices are matched promptly. Delayed data entry distorts cycle time and aging metrics.

• Use the Spend by Category report before budget season to identify your highest-spend areas and negotiate volume discounts.
• Compare Procurement Cycle Time quarter over quarter to measure operational efficiency improvements.
• Export AR/AP Aging reports to Excel for integration with your external accounting system.
• Use the custom report builder to create project-specific spend tracking reports for clients who require procurement transparency.

FAQ

Q: Can I schedule reports to run automatically? A: Scheduled/automated report generation is on the product roadmap. Currently, reports are generated on-demand. You can save templates for quick re-execution.

Q: Who can access the Reports module? A: Users with the Reports permission in their role can access Analytics > Reports. Admin, Procurement Manager, and Finance roles have this permission by default. Viewer roles can see reports but cannot export.

Q: Can I combine data from multiple modules in a single report? A: Yes. The custom report builder allows you to select multiple data sources. For example, you can combine PO data with Invoice data to analyze committed vs. actual spend in a single report.

Q: How far back does the report data go? A: Reports can access all historical data in your Tawridy account from the date of your first transaction. There is no time limit on historical reporting.

Q: Can I share a report link with someone outside the platform? A: Not directly. Export the report to PDF or Excel and share the file. For recurring stakeholder reporting, consider setting up a Viewer role account for the recipient.