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Vendor Reporting

mark 3 years ago updated by Łukasz Kaleta (Senior Customer Success Manager) 3 years ago 5

Does anyone know how to pull out a list of vendors used in September?

Answer

Answer

Dear Mark


You can create a report with data type: Number of Vendors
In columns set the Job (collection), Start Date and Time and frequency type set to Month with Year.
In Rows, please set Vendor Contact person (collection).


The generated CSV will show you the list of all the Vendors with the numbers of Jobs performed in particular months. Then you can easily filter it using Excel or any other software. 


Regards

Konrad

XTRF Team

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Satisfaction mark by mark 3 years ago
Answer

Dear Mark


You can create a report with data type: Number of Vendors
In columns set the Job (collection), Start Date and Time and frequency type set to Month with Year.
In Rows, please set Vendor Contact person (collection).


The generated CSV will show you the list of all the Vendors with the numbers of Jobs performed in particular months. Then you can easily filter it using Excel or any other software. 


Regards

Konrad

XTRF Team

Got it. Thanks! But you do need to get it separately from the project/vendor/jobs data since it can't be included in the Project view. Right?

+1

If you use BI tool (google or MS) you can get this from the job export.

Ah. I see that now. I was trying to pull it from the Vendor export. This is what I was looking for. Thanks!