Check out this article to learn more about all the Purchases reports available within Analytics in Holded.
Get there
- Open the menu of Analytics from the navigation bar
- Click on Reports
- Access Purchases
- From the left sidebar, select the option Purchases
Checking the purchases report
Keep in mind that the Purchases report only takes into consideration invoices and entries assigned to group 60 (Purchase of goods) accounts.
This section allows you to access an analysis of your purchases by units, supplier, product, or account.
Holded will show you the amount of these purchases per month based on the invoices and entries posted:
- Click on one of the following tabs: Purchases, Purchases by supplier, Purchases by product, Purchases by account
The Purchases tab gives you information based on units purchased, Purchases by supplier lists them by contact, Purchases by product breaks down by specific products, while Purchases by account allows you to view the analysis by assigned account.
- Use the options below to filter and view specific information, as well as perform specific actions: