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The Purchasing Export is a useful source of all data related to your purchases. It is easy to filter and export your data as a CSV so that you can then drill down into the exact numbers you want to see. This article also covers how to use a Pivot Table within Excel to manipulate the data.

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How to find and download the purchasing export

  • Go to Setup > Integrations and scroll down to Exports.
  • Click on Line Items to view all line items.
  • You can filter by date, and if you have access to multiple units, filter by restaurant unit. You can then click to export a CSV of all the data.

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What is on the report

  • Company, Restaurant Unit
  • Vendor, Invoice Date, Invoice Number
  • Product, Vendor Item, Category, Category Type
  • Packaging, Quantity, Unit Price, Line Price
  • Count-by Price, Count-by Unit, Miscellaneous Charges

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Creating a pivot table

A pivot table is a handy feature available in Excel that is useful for aggregating and comparing various sources of data.

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Pivot table for reconciling commissary or other internal transfers

You can create a pivot table specifically for reconciling transfers.

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Pivot Table for Reconciling Internal Transfers

Use a pivot table to quickly identify your top 25 purchases by dollar amount.

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Purchases in a specific date range

Filter the export to any custom date range to analyze purchasing patterns over time.