About The Report

Open order reporting in Leverage is done by emailing the supplier(s) a Comma Separated Value (CSV) list of order lines that are currently unacknowledged and pending their acknowledgment. These reports can be configured to send to every supplier in Leverage or for just specific ones.

How to Configure Reports

Creating a New Report

Navigate to Messages > Manage > Configure Reports > Create New Report to set up a new reports.

Setting Sending Cadence

When clicking "Create New Report," a fly-out menu should appear showing the options available. The first half of the form shows how to configure sending cadence a few other options.

Name: Name of report for internal management (not visible to supplier).
Description: Description of the report (not visible to supplier).
Send at Time: Determines the time of the day in UTC time that this report will be emailed out.
Send On Days: Determines the days of the week that this report should be emailed out.
Cadence: Determines how often this report will send.
FIrst Date: Determines the first date that this report will send. After this date, sending will occur at the configured cadence.

Setting Report and Email Content

The second half of this form on this fly-out menu will allow setting the columns of data that will be included on the CSV and the content in the email body/subject.

Report Fields: Sets which data will be pulled from the open orders to be included in the CSV report.
Subject: Subject that the email will have when sent.
Body: Define the body of the email. Anywhere in a component, typing "{{" will open a list of dynamically assignable text. Message components can be added by dragging from the desired component from the tool drawer labelled "Message Components" to any spot in the body template. To edit the content in a component after adding it, click the blue pencil icon to the right of the component. To delete a component from the body, hover the mouse over the component to reveal the trash can icon at the top left of the component.

Setting Suppliers

To determine which suppliers are going to receive this report find the tab labelled "Suppliers" under the text "Create New Report" on the fly-out menu.

Note: If no suppliers are selected, by default this report will sent to ALL suppliers.

From the searchable menu labelled "Search suppliers," either find the supplier in the list or type in their name to find the quicker. Once the box to the left of the supplier's name is checked, they are enabled to use this report and will receive them on the next sendable date and time. If a supplier needs removed from the report, a list of suppliers will appear under "Selected Suppliers" where a trash can icon can be clicked to the right of the supplier's name to remove them from this report.

Supplier Actions

Suppliers will have the option to download the CSV Open Orders report directly from the email. This file can be edited if changes to the date, unit cost, or quantity need to be made. Simply just respond to the email with an updated CSV file.

Alternatively, suppliers can click the button to be taken to response page: