Enhanced Standard Reporting Availability
Enhanced Standard Reporting is now available as an optional feature for your system.
Want to opt in NOW? Submit a support ticket or contact your CSM to enable this feature and access faster processing, extended historical data, and improved reliability.
Customizing and Sharing This Report
Columns: Use the column selector to show, hide, or reorder columns to match your workflow.
Filters: Your filter selections are remembered between sessions — the report opens with your last-used settings automatically.
Sharing (INSIGHTS users): You can duplicate, rename, and share customized versions of this report with team members, and schedule automated delivery by email. System-level reports remain unchanged and available to all users.
Sharing (Standard users): You can duplicate this report and customize filters for personal use. To share a customized version with your team, duplicate the report, apply your preferred filters, and share it directly with individual users. System-level reports cannot be modified or set as a default for all users. See Enhanced Standard Reporting Overview for more detail.
The Enhanced Purchase Order Report delivers comprehensive visibility into your purchase order lifecycle within Avionté INSIGHTS. Use it to track PO status, monitor budget utilization, and analyze financial performance across companies, jobs, and placements — through the same enhanced reporting infrastructure that powers Avionté's modernized reporting platform.
| On This Page | |
| → Accessing the Report | → Understanding This Report |
| → Using Filters | → Reading the Data |
| → Practical Applications | → Exporting Your Data |
| → Refreshing the Report | |
Accessing the Report
- Click on the Analyze Tab
The Reports Sub Tab will automatically be selected - In the Search Reports field, type PURCHASE
- Click on the Purchase Order Report
Understanding This Report
What This Report Shows You
The Enhanced Purchase Order Report displays information tied to each PO number, connecting talent, requisition, and company details with contract type, bill rate, pay rate, and PO amount, remaining amount, and amount used. Each row reflects the current state of a PO at the time the report is run, giving you a single source of truth for PO status and financial performance across your organization.
Why Use This Report
This report helps you monitor PO health and answer critical questions:
- Which purchase orders are still active, and which have closed out?
- How much of each PO's budget has been used, and how much remains?
- Which talent, requisitions, and companies are tied to a specific PO?
- What contract type, bill rate, and pay rate apply to each placement on a PO?
- Which PO is set as a company's default?
- How does PO utilization compare across divisions, job branches, and departments?
Who Benefits From This Report
Different roles use this report to address specific operational needs:
Accounts Payable / Finance Teams: Verify PO amounts, remaining amounts, and amount used before processing payments or approving additional spend.
Procurement / Branch Managers: Monitor PO utilization by company and job branch to keep spending within approved budgets.
Account Managers: Confirm active PO status and remaining amounts for the clients they manage.
Executive Leadership: Review PO utilization trends across divisions, job branches, and departments to inform budget planning.
Using Filters
Filters appear on the right side of your screen and help you focus on specific segments of your data. Company and Job Status default to “Include all,” and Date Range defaults to Last Month.
Available Filters
| Filter Name | Options | What It Does |
|---|---|---|
| Company | All available companies | Refines results to a specific company or companies |
| Job Status | All available job statuses | Refines results by the job's status |
| Date Range | Quick-select ranges (e.g. Last Week, This Week, Last Month, This Month, Next Month) | Applies a preset date range to the report |
Applying Your Filter Selections
- Click the arrow next to any filter name to expand it
- Make your selections using checkboxes or dropdowns
- Click Apply to update the report with your filtered view
- Click Cancel to discard changes and return to the previous filter state
Reading the Data
The Enhanced Purchase Order Report displays comprehensive details about each PO, along with the talent, requisition, and company records it's tied to. The field list allows you to export exactly the information you need for budget tracking, procurement audits, or financial reconciliation.
Key Field Categories
| Field Name | Description |
|---|---|
| Talent ID | The talent's ID |
| Talent ID Link | A link to the talent's profile |
| Requisition ID | The job's requisition ID |
| Requisition ID Link | A link to the job requisition |
| Company | The company's name |
| Company Link | A link to the company record |
| Contract Type | The placement's contract type (for example, Contract or Contract to Perm) |
| Applicant | The talent's name |
| Applicant Link | A link to the applicant's profile |
| Division | The company's division |
| Job Branch | The job's branch |
| Department | The company's department |
| Job Title | The job's title |
| Manager | The job's manager |
| Manager Link | A link to the manager's profile |
| Bill Rate | The placement's bill rate |
| Pay Rate | The placement's pay rate |
| Start Date | The placement's start date |
| End Date | The placement's end date |
| PO Number | The company's PO number |
| PO Amount | The PO's net amount |
| Remaining Amount | The PO's remaining amount |
| Amount Used | The PO's amount used |
| Active | Shows Yes if the PO is active, No if not |
| Default | Shows Yes if the PO is the company's default PO, No if not |
Practical Applications
The Enhanced Purchase Order Report gives finance and procurement teams a single view of PO health across the organization. Accounts payable teams can confirm remaining amount and amount used before approving additional spend against a PO, while branch and account managers monitor utilization for the clients and jobs they support. Contract type, bill rate, and pay rate fields show the terms tied to each placement on a PO, and the Default field flags which PO a company uses automatically. Executive leadership can roll utilization up by division, job branch, and department to spot spending patterns and inform budget planning for the next cycle.
Exporting Your Data
Export your report data to share with stakeholders, perform additional analysis, or maintain records outside of Avionté.
- Apply any filters you want to include in your export
- Click the three-dot menu icon (⋮) in the top right corner of the report area
- Select your preferred format from the Download submenu:
- Image: Creates a visual snapshot of the report as currently displayed
- CSV File: Exports raw data compatible with Excel, Google Sheets, and database tools
- PDF File: Generates a formatted document suitable for printing or formal distribution
Additional Export Options
The three-dot menu also provides options to repeat rows (useful for printing), merge rows, and other display customizations. These settings affect how your report appears on screen and in exports.
Refreshing the Report
Avionté automatically refreshes report data every 5 minutes. To see the most current data immediately after changing filters or after records have been updated, you can manually refresh.
- Locate the circular arrow icon above the filter panel on the right side of the screen.
- Hover over the icon to see it expand and display the word "UPDATE."
- Click the icon to re-run the report based on your current filter selections.
The report will reload with the latest data from your database, reflecting any new records, status changes, or updates since you last viewed it.
Comments
0 commentsPlease sign in to leave a comment.