Purchase order list report in Reckon One

Learn how to use and customise the Purchase order list report in Reckon One, so you can keep track of your orders.

Before you start

You’ll need to enable purchase orders in your book first.

About the Purchase order list report

Use the Purchase order list report to track your purchase orders. It allows you to group and filter purchase orders by status, supplier, classifications, projects and more.

Run the report

1. In the Reporting menu, select Reports.
2. Click on the Purchase order list report (found in the Suppliers and money out category).
3. Select your Reporting period, the time range you wish to see data for. Select one of the the standard options or select The following dates to enter dates of your choosing.
4. In Group by, select a grouping option for data in the report.
5. In Show, select the purchase order statuses you wish to include in the report.
6. (Optional) To customise the report further (including sorting, filtering and choosing data to show), click Show more options. Follow our detailed steps for customising your report below.
7. Click Refresh to update the report with your selections.

Customise your report

You can customise the information shown in your report and sort and filter data:

1. In the Reporting menu, select Reports.
2. Click Generate on the Purchase order list report (found in the Suppliers and money out category).
3. Click Show more options.
4. Once you've made your customisations, click Refresh to update the report.

Filter by suppliers

In Suppliers, select:

1. All to show all suppliers
2. Selected to choose specific suppliers to show. This will show a list of possible suppliers.

Filter by projects

In Projects, select:

1. All to show all projects
2. Selected to choose specific projects to show. This will show a list of possible projects, as well as the option to select No project if you wish to show purchase orders that are not assigned to a project.

Filter by classifications

If classifications is enabled, in Classifications, select:

1. All to show all classifications
2. Selected to choose specific classifications to show. This will show a list of possible classifications, as well as the option to select No classification if you wish to show purchase orders that are not assigned a classification.

Show or hide columns

To show or hide columns in the report:

1. In Columns, select checkboxes against the columns you want to show.

Choose report orientation

1. In Orientation, choose whether you wish the report to show in portrait or landscape (your selection will also apply when exporting the report).

Read more

• Learn how to run the Open purchase orders by supplier report to track unfulfilled orders
• Learn how to view purchase order history