Purchase Order Reports (NEW)

Purchase Order Reports

JobBag provides two key reports to help you monitor and manage purchase order activity:

• PO Listing Report – Lists the full details of selected purchase orders
• PO Activity Log – Shows the transaction history (who did what, and when)

How to Run These Reports

Costing menu

Costing > Purchase Orders > 🖨️ Print Icon

Jobs Window

JobBag menu > Jobs > select job > Purchase order tab > 🖨️ Print Icon

Then select either PO Listing or PO Activity Log

PO Listing Report

• Select the POs you want to include (via worklist or search)
• Choose the columns to include in the report by moving them to the right-hand side
• Optional: Apply grouping to organise the report (e.g. by account executive, supplier, job)

📝 Example: List of all purchase orders raised in the last quarter, grouped by supplier

Report Layout

Use the Report Layout option to customise the information shown in your purchase order reports. This feature allows you to tailor the layout of each report to suit your needs—ensuring you only see the data that's relevant to you or your team.

🛠️ How to Configure Report Layout:

1. Select Report Layout.

   You’ll see two columns:

   • Available Columns on the left
   • Show Columns on the right
   • Group By on the right (top)
2. Use the arrows or double click Move the desired columns into the Shoe Columns panel.
3. Grab and Drag to reorder columns as they will appear in your report.
4. Optionally, apply Group By settings (e.g., group by Job, Supplier, or Created By) to summaries large lists into more meaningful sections.

PO Activity Log

The PO Activity Log provides an audit trail of actions on purchase orders, including:

• When the PO was created
• Who created or modified it
• What changes were made

You can:

• Select one or more POs using the Find function
• Apply a date range filter to narrow the results

📝 Example: View all changes to purchase orders made in June 2025

Destination:

You can choose from four output options: