Reports & Analytics

Generate insights from your procurement data.

Overview

Waqti provides comprehensive reporting:

• Pre-built standard reports
• Custom report builder
• Dashboards and visualizations
• Scheduled report delivery
• Multiple export formats

Report Categories

Procurement Reports

Report	Description
PO Summary	All POs by status, date, value
PO by Vendor	Spending breakdown by vendor
PO by Department	Department procurement activity
PO by Category	Spending by item category
PO Aging	Outstanding and overdue POs

Budget Reports

Report	Description
Budget Summary	All budgets with utilization
Budget vs Actual	Planned vs actual spending
Variance Analysis	Over/under budget analysis
Commitment Report	Pending commitments
Forecast Report	Projected spending

Vendor Reports

Report	Description
Vendor Summary	All vendors with status
Vendor Performance	Scorecard metrics
Vendor Spend	Total spend by vendor
Vendor Comparison	Compare vendor metrics
Contract Status	Contract renewals/expirations

Financial Reports

Report	Description
Invoice Summary	All invoices by status
Payment Schedule	Upcoming payments
VAT Report	VAT for ZATCA submission
Spend Analysis	Overall spending trends
Cash Flow	Payment timing impact

Approval Reports

Report	Description
Approval Metrics	Average times, rates
Pending Approvals	Current queue
Approval History	Historical decisions
Escalation Report	Items requiring escalation

Generating Reports

Step 1: Access Reports

1. Click Reports in sidebar
2. Select report category
3. Choose specific report

Step 2: Set Parameters

Configure report filters:

Filter	Options
Date Range	This month, quarter, year, custom
Department	All or specific
Status	All or specific
Vendor	All or specific
Amount Range	Min and max values

Step 3: Generate

1. Click Generate Report
2. View results in browser
3. Export if needed

Export Options

Available Formats

Format	Best For
PDF	Printing, sharing, archival
Excel	Data analysis, further processing
CSV	Import to other systems
Google Sheets	Cloud collaboration

Exporting

1. Generate report
2. Click Export
3. Select format
4. Download or share link

Scheduled Reports

Automate report delivery:

Setting Up a Schedule

1. Generate a report with your filters
2. Click Schedule This Report
3. Configure:

Setting	Options
Frequency	Daily, weekly, monthly
Day/Time	When to generate
Recipients	Email addresses
Format	PDF, Excel
Include Data	Full or summary

Managing Schedules

View and edit at Reports → Scheduled:

• View all schedules
• Edit parameters
• Pause/resume
• Delete schedules

Dashboard Widgets

Add reports to your dashboard:

Available Widgets

Widget	Shows
Budget Health	Budget utilization bars
Spending Trend	Monthly spend chart
Approval Queue	Pending items count
Top Vendors	Highest spend vendors
Recent Activity	Latest POs/invoices

Customizing Dashboard

1. Dashboard → Customize
2. Add/remove widgets
3. Drag to reorder
4. Set widget-specific options
5. Save layout

Custom Reports

Build your own reports (Professional/Enterprise):

Report Builder

1. Reports → Custom → New Report
2. Select data source (POs, Vendors, etc.)
3. Choose fields to include
4. Add filters
5. Select grouping
6. Choose visualizations
7. Save and name report

Field Selection

Available fields vary by data source:

Purchase Orders:

• PO Number, Date, Status
• Vendor, Department
• Line items, quantities, amounts
• Created by, approved by
• Custom fields

Calculated Fields

Create custom calculations:

Total with Tax = Subtotal * 1.15
Days to Approve = Approval Date - Submit Date
Budget Remaining = Budget Total - Total Spent

Data Visualization

Chart Types

Chart	Best For
Bar	Comparing categories
Line	Trends over time
Pie	Proportions/percentages
Table	Detailed data
KPI Card	Single metrics

Creating Visualizations

1. In report builder, click Add Chart
2. Select chart type
3. Map data fields:
   • X-axis: Categories or dates
   • Y-axis: Values
   • Color: Grouping (optional)
4. Configure options
5. Add to report

Performance Tips

Filter First

Apply filters before generating to improve speed:

• Use date ranges
• Limit to specific departments
• Select only needed statuses

Use Scheduled Reports

For heavy reports:

• Schedule for off-peak hours
• Receive via email
• Avoid waiting for generation

Save Filters

Save commonly used filter combinations:

• Click Save Filters
• Name your filter set
• Quickly apply later

Standard Report Examples

Monthly Procurement Summary

Shows for selected month:

• Total POs created
• Total value
• Top vendors
• Department breakdown
• Status distribution

Budget Utilization

Shows for each budget:

• Allocated amount
• Committed amount
• Spent amount
• Available amount
• Utilization percentage

Vendor Performance Scorecard

Shows for each vendor:

• Overall score
• On-time delivery rate
• Quality rating
• Price competitiveness
• Service rating

Access Control

Report Permissions

Role	Access
Admin	All reports
Finance	Financial + budget reports
Procurement	Procurement + vendor reports
Dept Head	Department reports only
Employee	Own activity only

Sensitive Data

Some reports restricted by default:

• Payment details
• Vendor banking info
• Full audit logs

Integration with Excel

Live Data Connection

Connect Excel directly to Waqti data:

1. Get API credentials
2. Use Power Query in Excel
3. Connect to Waqti API
4. Refresh data on demand

Template Reports

Download Excel templates:

1. Reports → Templates
2. Download template
3. Connect to your data
4. Customize as needed

Related Topics

• Dashboard
• Budget Management
• Vendor Performance
• API Reference