What this article covers
What the Purchase History Report includes
How to access and export the report
What each column in the report means
What is the Purchase History Report?
The Purchase History Report gives you a snapshot of all transactions imported into Datamolino during the selected period and across your selected folders.
How do I access the Purchase History Report?
To access the Purchase History Report, click on the Reports button on the top of the screen and locate the report. You can choose to download the report in XLS or View the report as an interactive dashboard. The report is run for the selected period and across the selected folders.
Who can access the Purchase History report?
The Purchase History report is available to anyone, but they will see just the folders they have access to.
Can I receive the Purchase History report on a regular basis to my email?
Yes, the owner or manager of the account can set up the Purchase History report to be emailed to specific recipients on a regular basis. To schedule the report, have the owner or manager of the account follow the steps in this article.
What does the Purchase History report include?
The Purchase History report is made up of two parts: basic document information and status details. Together, these give you a full picture of each imported transaction.
Basic information
Every transaction in the report includes the following fields:
Folder Name
Client ID
Document ID — Datamolino's unique identifier for the document, found in the document's URL
Supplier
Invoice Description
Supplier ID
Issue Date
Due Date
Status information
The status columns depend on whether your folder uses the Approval add-on.
For standard folders:
Import Date
Document State (Ready or Exported)
Comment
Export Date
Exported By
For folders with the Approval add-on, all of the above plus:
Approval State (Review, Awaiting Approval, Approved, or Rejected)
Approval Date
Name of the Approver
Screenshot of the Purchase History report in XLS format:
Screenshot of the Purchase History report when viewed as a dashboard in Datamolino:
What periods can I run the Purchase History report for?
You can run the Purchase History report for the following periods:
Past 30 days
This month
Last month
This quarter
Last quarter
Year to Date
Last year
Does the Purchase History report include archived documents?
Yes, you can choose to include archived documents when downloading the report in XLS.
Does the Purchase History dashboard include archived documents?
No, the Purchase History dashboard doesn't include archived documents.