Your aim: Show that all of the data being processed through the system for orders and invoices is easily accessible in predefined reports.

Preparation: Decide on one or two reports you want to present. We recommend the financial reports such as Supplier spend and Accruals.

Key learning for you: To familiarise yourself with each reporting option, and what it's useful for, go to Reporting.

Demo time: 4 minutes

Your demo plan

Demo steps

Key points to mention

Select your chosen report(s), and select your chosen parameters within the report (supplier, date period, etc.).

Select a value on the graph, which reveals a list of the transactions contained in that part of the report.

Click into a particular transaction to show that the original document can be viewed within reports.

The information is populated in an easy-to-view graph which can be exported to excel.
All transactions can be reviewed in a list, which can be filtered by column if desired.
All reports can be exported to excel for uses external to the system.

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