1: Navigate to Purchase Orders
Locate 'Purchase Orders' in the left-hand column.
Click on 'Purchase Orders'.
2: Access Export Options
In the top right-hand corner, click on 'Actions'.
From the drop-down menu, select 'Export XLS'.
3: Select Export Criteria
A pop-up will appear.
Choose the projects you want to export data for.
Select the agency.
Decide whether to include active or inactive purchase orders.
Specify the date range for when the purchase orders were created.
4: Complete the Export
After selecting all necessary data, click on 'Export'.
The data will begin downloading to your laptop or computer.
5: Review the Exported Data
Open the downloaded file.
The file will contain the following columns:
Unique ID for each purchase order
Reference
Status
Creator
Agency
Project (if applicable)
Project code (if applicable)
Company
Trades
Value
Start date
End date
Created date.