Table of Contents

Purchase Standard Reports

The Purchase app ships with the pre-built Power BI reports below. Start with the Summary page, then drill into the specialized reports.

Reports in this module

Report What it covers
Summary (this page) The central cockpit for monitoring overall purchase performance based on Dynamics 365 Business Central data.
By Item An item-centric view on procurement to manage the purchased portfolio based on facts.
By Vendor A vendor-centric view on procurement, combining spend, volume and geographic information per vendor.
By Employee Purchasing performance per buyer, to steer teams and individuals based on objective data.

Summary

The central cockpit for monitoring overall purchase performance based on Dynamics 365 Business Central data.

Summary report

One management-level screen to see where procurement stands right now: total spend, discount, quantity and unit-price development versus last year, plus which vendors and item categories drive the spend.

At a glance

Generated from the report definition (Summary / Summary).

  • Key visuals: bar chart, column chart, scatter chart

What this report helps you do

  • Understand overall purchasing health quickly for the selected period and document type
  • Recognize trends and seasonality in purchasing activity via the monthly trend
  • See how spend is distributed across vendors and item categories to reveal concentration risks
  • Decide where to investigate further - by item, vendor or employee on the dedicated pages

Filters & slicers

Filter What it does
Client Selects the D365 BC company / tenant; compare entities in multi-tenant scenarios.
Period (relative) Sets a relative time frame (e.g. Last 5 Years) and shows the corresponding date range.
Period (year) Focuses the analysis on one or more specific calendar years.
Document Type Filters the data by purchase document type (e.g. Invoice, Order, Receipt).
Employee Evaluate purchasing results for individual buyers or teams.
Items Restrict all KPIs and visuals to selected items or item categories.
Vendor Focus on specific vendors or vendor segments.

Using these filters consistently ensures that all KPIs, trends and breakdowns reflect the exact scope you want to analyse (e.g. spend of a specific buyer with a defined vendor portfolio in the last fiscal year).

Visuals on this page

KPI Summary Tiles

Gain a quick, management-level view of purchase performance.

  • Purch Amount reveals total net purchase amount in the selected period.
  • Purch Discount shows the absolute discount captured on purchases.
  • Purch Quantity tracks the total quantity purchased.
  • Purch Unit Price highlights the average unit price across all purchases.
  • # Unique Vendors measures the number of active vendors in the period.
  • Each tile includes a YoY indicator for instant assessment versus last year.

Purchase Trend

A monthly column chart compares actual purchase amount (Purch Amount) with the prior year (Purch Amount PY).

  • Identify peaks, troughs and seasonality in purchasing
  • See whether current purchasing is above or below last year for each month

Statistic by Vendor

A scatter chart plotting vendors by Purch Quantity YoY % (x-axis) and Purch Unit Price YoY % (y-axis); bubble size reflects relative importance.

  • Detect vendors whose quantities and/or prices changed significantly year-over-year
  • Spot vendors with rising prices or declining volumes

Statistic by Item Category

A horizontal bar chart contrasting Purch Amount and Purch Amount PY per item category.

  • See which product groups drive total spend
  • Compare current-year vs. prior-year purchasing per item category

Typical use cases

  • Executive Purchasing Overview — Use the KPI cards and trend chart to assess whether amounts and quantities are on track versus last year and whether the supplier base is stable.
  • Budget & Trend Monitoring — Monitor monthly developments and YoY comparisons to validate purchasing against budget or forecast and flag months that need deeper analysis.
  • Structural Spend Analysis — Use the vendor scatter and item-category bar chart to understand where spend is concentrated and which vendors or categories show unusual YoY behaviour.
  • Purch Amount
  • Purch Discount
  • Purch Quantity
  • Purch Unit Price
  • # Unique Vendors

See the full KPI & measure catalog for definitions and formats.

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