{"id":11851,"date":"2021-05-20T10:45:32","date_gmt":"2021-05-20T02:45:32","guid":{"rendered":"https:\/\/www.finereport.com\/en\/?p=11851"},"modified":"2025-09-03T14:02:09","modified_gmt":"2025-09-03T06:02:09","slug":"procurement-report","status":"publish","type":"post","link":"https:\/\/www.finereport.com\/en\/reporting-tools\/procurement-report.html","title":{"rendered":"Procurement Reporting: Templates, Metrics and Tools"},"content":{"rendered":"\n<p>Many companies now opt for digital procurement as a key long-term cost-saving strategy, emphasizing the increasing significance of procurement reporting (purchasing reporting). In this guide, we define and highlight the importance of purchase reports, offering templates and guidelines for effective procurement report writing.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/endemo.finereport.com\/webroot\/decision\/view\/duchamp?viewlet=Medical_Health_Industry%252FProcurement.fvs&amp;ref_t=design&amp;ref_c=e8d541db-cfa9-4f33-9dc7-677d8d1fbc87&amp;page_number=1\"><img loading=\"lazy\" width=\"1024\" height=\"576\" src=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2024\/01\/Procurement-Management-Dashboard-1024x576.jpg\" alt=\"\" class=\"wp-image-17386\" srcset=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2024\/01\/Procurement-Management-Dashboard-1024x576.jpg 1024w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2024\/01\/Procurement-Management-Dashboard-300x169.jpg 300w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2024\/01\/Procurement-Management-Dashboard-768x432.jpg 768w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2024\/01\/Procurement-Management-Dashboard-1536x864.jpg 1536w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2024\/01\/Procurement-Management-Dashboard.jpg 1858w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><figcaption>Procurement Report by <a rel=\"noreferrer noopener\" href=\"https:\/\/www.finereport.com\/en\/\" target=\"_blank\">FineReport<\/a> (click to engage)<\/figcaption><\/figure>\n\n\n\n<blockquote class=\"wp-block-quote\"><p><strong><span class=\"has-inline-color has-luminous-vivid-amber-color\">Note: The report and dashboard examples in this article are all built-in templates made by&nbsp;<a rel=\"noreferrer noopener\" href=\"https:\/\/www.finereport.com\/en\/\" target=\"_blank\">FineReport<\/a>, the leading BI&nbsp;<a rel=\"noreferrer noopener\" href=\"https:\/\/www.finereport.com\/en\/reporting-tools\/best-reporting-tools-list.html\" target=\"_blank\">reporting tool<\/a>&nbsp;in the Asian-Pacific region.<\/span><\/strong><\/p><\/blockquote>\n\n\n\n<div class=\"wp-block-buttons\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link has-vivid-cyan-blue-to-vivid-purple-gradient-background has-text-color has-background\" href=\"https:\/\/www.fanruan.com\/en\/finereport\/download-trial-b\" style=\"border-radius:50px;color:#fffffa\" target=\"_blank\" rel=\"noreferrer noopener\">Try FineReport For Free<\/a><\/div>\n<\/div>\n\n\n\n<div id=\"toc_container\" class=\"toc_transparent no_bullets\"><p class=\"toc_title\">Contents<\/p><ul class=\"toc_list\"><li><a href=\"#1_What_is_Procurement_Reporting\">1. What is Procurement Reporting?<\/a><\/li><li><a href=\"#2_Samples_of_the_Procurement_Reporting\">2. Samples of the Procurement Reporting<\/a><\/li><li><a href=\"#3_How_to_Create_a_Procurement_Reporting\">3. How to Create a Procurement Reporting?<\/a><ul><li><a href=\"#31_Target_Audience_for_Procurement_Reporting\">3.1 Target Audience for Procurement Reporting<\/a><\/li><li><a href=\"#32_Procurement_ReportingDashboards_Key_Metrics\">3.2 Procurement Reporting\/Dashboards &amp; Key Metrics<\/a><\/li><\/ul><\/li><li><a href=\"#4_A_Conclusion_of_the_Procurement_Reporting\">4. A Conclusion of the Procurement Reporting<\/a><ul><li><a href=\"#How_to_make_Procurement_Reporting\">How to make Procurement Reporting\uff1f<\/a><\/li><\/ul><\/li><\/ul><\/div>\n<h2><span id=\"1_What_is_Procurement_Reporting\">1. What is Procurement Reporting?<\/span><\/h2>\n\n\n\n<p><strong><span class=\"has-inline-color has-luminous-vivid-amber-color\">Procurement reports, namely purchasing reports, are used to uncover how procurement activities occurred within a selected date range to create value for enterprises.<\/span><\/strong><\/p>\n\n\n\n<p>Typically, procurement reporting includes purchase information of goods and\/or services, available budgets, and so on. However, the responsibility of the purchasing manager involves more than simply managing the purchasing of the company&#8217;s supplies. They play an essential role in the long-term realization of business cost-effective strategies and supply chain management.<\/p>\n\n\n\n<br> <\/br>\n\n\n\n<h2><span id=\"2_Samples_of_the_Procurement_Reporting\">2. Samples of the Procurement Reporting<\/span><\/h2>\n\n\n\n<p><strong><span class=\"has-inline-color has-luminous-vivid-amber-color\">Purchasing analysis is usually represented as dashboards, reports, and data graphs, analyzing the company&#8217;s spending on suppliers by category or location. <\/span><\/strong>In the procurement reporting templates made by <a rel=\"noreferrer noopener\" href=\"https:\/\/www.finereport.com\/en\/\" target=\"_blank\"><strong>FineReport<\/strong><\/a> below, we often explore the following indicators and metrics:&nbsp;<\/p>\n\n\n\n<ul><li>purchase amount<\/li><li>purchase channels<\/li><li>accounts payable analysis<\/li><li>supplier analysis<\/li><li>purchase price analysis<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/endemo.finereport.com\/webroot\/decision\/view\/form?viewlet=demo%252FPurchase_Dashboard%252FSupply_Chain_Dashboard.frm&amp;ref_t=design&amp;ref_c=0d616c41-4786-481e-a137-461d6e03b925\"><img loading=\"lazy\" width=\"1024\" height=\"543\" src=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2021\/05\/Procurement-report20210520C-1024x543.jpg\" alt=\"Supply chain dashboard is one of the procurement report templates made by FineReport\" class=\"wp-image-11852\" srcset=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2021\/05\/Procurement-report20210520C-1024x543.jpg 1024w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2021\/05\/Procurement-report20210520C-300x159.jpg 300w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2021\/05\/Procurement-report20210520C-768x407.jpg 768w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2021\/05\/Procurement-report20210520C.jpg 1289w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><figcaption>Purchasing Reporting Dashboard (from <a href=\"https:\/\/www.finereport.com\/en\/\" target=\"_blank\" rel=\"noreferrer noopener\">FineReport<\/a>)<\/figcaption><\/figure>\n\n\n\n<div class=\"wp-block-buttons\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link has-vivid-cyan-blue-to-vivid-purple-gradient-background has-text-color has-background\" href=\"https:\/\/www.fanruan.com\/en\/finereport\/download-trial-b\" style=\"border-radius:50px;color:#fffffa\" target=\"_blank\" rel=\"noreferrer noopener\">Try FineReport For Free<\/a><\/div>\n<\/div>\n\n\n\n<p>The following example contains the profit and category contribution rate, the sales, and directions for the next stage of the procurement plan.<\/p>\n\n\n\n<p>By confirming the procurement punctuality rate, the purchasing manager can understand the work efficiency of the purchasing staff and perform <strong><a href=\"https:\/\/www.finereport.com\/en\/reporting-tools\/performance-report.html\" target=\"_blank\" rel=\"noreferrer noopener\">performance management<\/a><\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" width=\"972\" height=\"1024\" src=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2021\/05\/Purchase-report20210520C-972x1024.jpg\" alt=\"Sample of Procurement dashboard\" class=\"wp-image-11853\" srcset=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2021\/05\/Purchase-report20210520C-972x1024.jpg 972w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2021\/05\/Purchase-report20210520C-285x300.jpg 285w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2021\/05\/Purchase-report20210520C-768x809.jpg 768w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2021\/05\/Purchase-report20210520C-1459x1536.jpg 1459w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2021\/05\/Purchase-report20210520C.jpg 1600w\" sizes=\"(max-width: 972px) 100vw, 972px\" \/><figcaption>Purchasing Center Dashboard (by <a href=\"https:\/\/www.finereport.com\/en\/\" target=\"_blank\" rel=\"noreferrer noopener\">FineReport<\/a>)<\/figcaption><\/figure>\n\n\n\n<div style=\"margin:20px 0px\">\n  <a href=\"https:\/\/www.fanruan.com\/en\/demo\" style=\"background-color:#2c7adf;padding:8px 26px;border-radius:8px;color:#fff;text-decoration:none;display:inline-block;\" target=\"_blank\" rel=\"noreferrer noopener\">\n     Download the Template&gt;&gt;\n  <\/a>\n<\/div>\n\n\n\n<h2><span id=\"3_How_to_Create_a_Procurement_Reporting\">3. How to Create a Procurement Reporting?<\/span><\/h2>\n\n\n\n<p>The procurement process faces challenges like slow approval, tied-up funds, and high process costs. A well-designed procurement reporting enhances financial forecasting accuracy and vendor relationships.<\/p>\n\n\n\n<p>Thanks to the development of <a rel=\"noreferrer noopener\" href=\"https:\/\/www.finereport.com\/en\/bi-tools\/bi-reporting.html\" target=\"_blank\"><strong>BI software<\/strong><\/a>, making enterprise-level procurement reporting is much easier and more effective. To make a well-oiled purchase report, I recommend you develop first a clear design thinking and then choose a proper<a rel=\"noreferrer noopener\" href=\"https:\/\/www.finereport.com\/en\/reporting-tools\/best-reporting-tools-list.html\" target=\"_blank\"> <strong>reporting tool<\/strong><\/a>.<\/p>\n\n\n\n<br> <\/br>\n\n\n\n<h3><span id=\"31_Target_Audience_for_Procurement_Reporting\">3.1 Target Audience for Procurement Reporting<\/span><\/h3>\n\n\n\n<p>It is necessary to show the company&#8217;s overall purchasing situation to the purchasing decision-makers, including the <a href=\"https:\/\/www.finereport.com\/en\/product-functions\/daily-weekly-monthly-reports.html\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>monthly report<\/strong><\/a> about the purchase amount, purchased products and other indicators, so that the purchasing decision-makers can understand the global status of the company&#8217;s purchasing in a report.<\/p>\n\n\n\n<p>Typically, procurement leaders will report to one of three C-suite executives, CFO, CEO, and COO.<\/p>\n\n\n\n<h3><span id=\"32_Procurement_ReportingDashboards_Key_Metrics\">3.2 Procurement Reporting\/Dashboards &amp; Key Metrics<\/span><\/h3>\n\n\n\n<p><strong><span class=\"has-inline-color has-luminous-vivid-amber-color\">Purchase amount analysis:<\/span><\/strong>&nbsp;You can understand it as the <a rel=\"noreferrer noopener\" href=\"https:\/\/www.finereport.com\/en\/reporting-tools\/financial-reporting-analysis.html\" target=\"_blank\">financial analysis<\/a> of the purchasing department, mainly analyzing the allocation of purchase funds and whether the assignment is reasonable. The study of the purchase amount is usually presented in the form of reports.<\/p>\n\n\n\n<p><strong><span class=\"has-inline-color has-luminous-vivid-amber-color\">Procurement plan and forecast:<\/span><\/strong>&nbsp;This report analyzes the execution ability of the procurement staff and summarizes the rationality of resource allocation to improve efficiency further. Typical indicators are planned purchase volume, actual purchase volume, and purchase completion rate.<\/p>\n\n\n\n<p><strong><span class=\"has-inline-color has-luminous-vivid-amber-color\">Purchasing process efficiency analysis:<\/span><\/strong>&nbsp;This kind of analysis is often displayed with a dashboard to discover and analyze potential problems in the procurement process. Issues are usually drawn from comparing different departments, business units, and processes to optimize inefficient processes.<\/p>\n\n\n\n<p><strong><span class=\"has-inline-color has-luminous-vivid-amber-color\">Supplier management:<\/span><\/strong>&nbsp;Financial capability, cost, product qualification rate, service satisfaction, delivery speed, etc., are several key indicators commonly used in supplier management.<\/p>\n\n\n\n<br> <\/br>\n\n\n\n<h2><span id=\"4_A_Conclusion_of_the_Procurement_Reporting\">4. A Conclusion of the Procurement Reporting<\/span><\/h2>\n\n\n\n<p>Procurement reporting and analysis allow organizations to quickly obtain a comprehensive view of their procurement expenditures and activities.<\/p>\n\n\n\n<br> <\/br>\n\n\n\n<h3><span id=\"How_to_make_Procurement_Reporting\">How to make Procurement Reporting\uff1f<\/span><\/h3>\n\n\n\n<p>The efficiency of procurement reporting and analysis is directly related to the ability of the procurement team to select the correct <strong><a rel=\"noreferrer noopener\" href=\"https:\/\/www.finereport.com\/en\/reporting-tools\/analysis-report.html\" target=\"_blank\">data analysis<\/a><\/strong> method and have the necessary tools to collect, clean and enrich the procurement data accurately.<\/p>\n\n\n\n<p>If you choose <strong><a href=\"https:\/\/www.finereport.com\/en\/\" target=\"_blank\" rel=\"noreferrer noopener\">FineReport<\/a><\/strong>, you merely need to be familiar with Excel operations and understand simple coding, and you can easily design various reports. There is no need to learn multiple complicated programming languages such as Java and PHP. Only with simple SQL can you develop <strong><a href=\"https:\/\/www.finereport.com\/en\/reporting-tools\/enterprise-reporting.html\" target=\"_blank\" rel=\"noreferrer noopener\">enterprise-level reports<\/a><\/strong>. If you are interested, you can try it for free.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.fanruan.com\/en\/finereport\/download-trial-b\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" width=\"1024\" height=\"337\" src=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2022\/05\/finereport-en-1024x337.png\" alt=\"Free Trial of FineReport\" class=\"wp-image-13464\" srcset=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2022\/05\/finereport-en-1024x337.png 1024w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2022\/05\/finereport-en-300x99.png 300w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2022\/05\/finereport-en-768x253.png 768w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2022\/05\/finereport-en-1536x505.png 1536w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2022\/05\/finereport-en.png 1720w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Here introduces the definition of procurement reports and provides templates and guidelines to inform you how to write an appropriate purchase report.<\/p>\n","protected":false},"author":1,"featured_media":11852,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[138],"tags":[],"yst_prominent_words":[6718,280,6709,6710,6704,6706,6702,6715,6703,6714,6708,372,416,408,6716],"_links":{"self":[{"href":"https:\/\/www.finereport.com\/en\/wp-json\/wp\/v2\/posts\/11851"}],"collection":[{"href":"https:\/\/www.finereport.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.finereport.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.finereport.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.finereport.com\/en\/wp-json\/wp\/v2\/comments?post=11851"}],"version-history":[{"count":13,"href":"https:\/\/www.finereport.com\/en\/wp-json\/wp\/v2\/posts\/11851\/revisions"}],"predecessor-version":[{"id":19776,"href":"https:\/\/www.finereport.com\/en\/wp-json\/wp\/v2\/posts\/11851\/revisions\/19776"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.finereport.com\/en\/wp-json\/wp\/v2\/media\/11852"}],"wp:attachment":[{"href":"https:\/\/www.finereport.com\/en\/wp-json\/wp\/v2\/media?parent=11851"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.finereport.com\/en\/wp-json\/wp\/v2\/categories?post=11851"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.finereport.com\/en\/wp-json\/wp\/v2\/tags?post=11851"},{"taxonomy":"yst_prominent_words","embeddable":true,"href":"https:\/\/www.finereport.com\/en\/wp-json\/wp\/v2\/yst_prominent_words?post=11851"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}