Requisition Activity Overview Report

This report produces information regarding request/engagement activity by supplier, location, and category.

Note: The Requisition Activity Overview report and Requisition Activity by Week report output is based on similar information, however, the output is different. See below.
This report produces the following output columns:
  • <variable> (for Overview reports) - One row is output for each unique combination of variable (overview or weekly) and output.
    • Supplier
    • Location
    • Category 1-xx - Client organization job categories. One unique column per unique combination of job category and operational unit (if configured).
    • Totals
  • Existing Orders - Weekly reports only.
  • New Requisitions - Weekly reports only.
  • Cancelled Requisitions - Weekly reports only.
  • Filled Requisitions - Weekly reports only.
Field Description
Date Type From the drop down, select the date type. You can select from the following:
  • Date Created
  • Date Pending
  • Date Filled
  • Date Closed
  • Date Cancelled

This setting is used in conjunction with From date and To date fields. You specify a date range based on the end date type.
From dateEnter the beginning date for the date range. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
To dateEnter the end date for the date range. You can also click the calendar icon to open a calendar pop up that allows you to select the date.
Requisition TypeSelect the engagement type. This field is set to 'All' by default.
Requisition StatusSelect the status of the engagement to report on.
Status ReasonSelect the value set in the Reason field on the engagement.
Location Select the configured client organization location (Overview report only).
Supplier Filter the report output by the configured supplier/vendor on the requisition (Overview report only). This field is set to 'All' by default.
Summarize byFrom the drop down, select how to summarize the output columns in the report.