- In this example, we will make a report by utilizing the Vendor List.
- Click Purchasing >Vendors >Vendor List >Submit.
- Utilize +/- Columns to add or remove columns.
- Set your filters by entering pertinent information then once ready, click submit.
- You can click Export to export this report to Excel.
- To save this report, click the sandwich menu, then My Bookmarks.
- Enter the name of your new report and hit add.
- Click the sandwich menu again and click My Bookmarks.
- Notice that your report has been bookmarked.
