Total Spend Summary Report

This report produces an overview of spend by summary.

This report produces the following output columns (describes by summary type):

Department (Total Spend Type='Department')

  • Department
  • Supplier Name
  • Category
  • Line #
  • Gross Billing
  • Volume Discount
  • Prompt Pay Amount
  • Savings
  • PrO Fee
  • Total Cost
  • Sub Total

Manager (Total Spend Type='Manager')

  • Manager - Displays manager's name if report is run by client manager delegate.
  • Supplier Name
  • Category
  • Line #
  • Gross Billing
  • Volume Discount
  • Prompt Pay Amount
  • Savings
  • Total Cost
  • Sub Total - Subtotal amount by each unique client manager.

Supplier (Total Spend Type='Supplier')

  • Supplier Name
  • Category
  • Line #
  • Gross Billing
  • Volume Discount
  • Prompt Pay Amount
  • Savings
  • PrO Fee
  • Total Cost
  • Sub Total - Subtotal amount by each unique supplier/vendor.

Category (Total Spend Type='Category')

  • Category
  • Supplier
  • Line #
  • Gross Billing
  • Volume Discount
  • Prompt Pay Amount
  • Savings
  • PrO Fee
  • Total Cost
  • Sub Total - subtotal amount by each unique category.

Summary (Total Spend Type='Summary')

  • Manager - Displays manager's name if report is run by client manager delegate.
  • Worker
  • Requisition #
  • Supplier
  • Location
  • Rate Application
  • Bill Rate
  • Line #
  • Earnings End Date
  • Days
  • Regular Hours
  • OT Hours
  • DT Hours
  • Holiday Hours
  • Expense
  • Sales Tax
  • Adjustment
  • Volume Discount %
  • Volume Discount Amount
  • Prompt Pay %
  • Prompt Pay Amount
  • MSP Up %
  • MSP Up Amount
  • Invoice #
  • Total Bill
Filter Description
Total Spend Type Determines the report output. See the output sections above.
DivisionFilter the report output by a configured division. This field is set to 'All' by default.
Cost CenterFilter the report output by a configured cost center. This field is set to 'All' by default.
Location Filter the report output by configured client organization work location. This field is set to 'All' by default.
InvoiceSelect the invoice to filter by. This field is set to 'All' by default.
Date Type Use the drop down to configure a date range type to filter by. You can filter by:
  • Earnings E/D
  • Invoice E/D
  • None - default value

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.
Summarize byFrom the drop down, select how to summarize the output columns in the report.