PO Tracking - Estimated Profit Report

Overview

If you're using Purchase Order numbers, you may want to use these as part of your internal reporting. as This article shows you how to extract the $ value that has been charged to a client against a PO Number/Work Order at a point in time. 

Export the Data

1. Go to > Reports > Management > Estimated Profit Report 
2. In Report Settings, enter transaction dates for the life of your Astute portal (which will show all time), or enter the dates related to the time a PO was effective for:
   
3. Click Go
4. Click Export > Export Detailed CSV

Create a Pivot Table in Excel

1. Open the CSV and filter column AK ‘Type’ to show only ‘Charge’ Rows
2. Remove/Delete the columns you do not require for this exercise. You need to keep the following columns:
   
   • Customer Name (AH)
   • PO Number (BB)
   • Charge Items (BI)
   • Income (BP)
3. In the next available blank column, click on row 1
4. Click Insert > Pivot Table 
5. The pop-up will provide the required default settings:
   
6. Click OK
7. Set your pivot table to the following settings:
   

The resulting data will show you the PO Number alongside the total amount invoiced against that PO.