Purchases Analysis reports in Wafeq help you understand your organization’s purchasing activity from multiple perspectives, allowing you to identify where purchases are concentrated and the factors that influence their volume and distribution.
Through this set of reports — Purchases by Supplier, Branch, and Product — you can explore purchasing data with greater accuracy and compare spending across different aspects of your operational activities.
In this guide, we walk you step by step through how to use Purchases Analysis reports, explaining their components and how to read them correctly.
What do these reports have in common?
All Purchases Analysis reports rely on the same data source — purchase bills and debit notes related to those bills — to provide an analysis of purchase values over a selected time period, with advanced filtering options that include:
Date or date range
Currency
Project, branch, or supplier
Cost centers
You can also export all of these reports in PDF or Excel format, compare results across different periods, and review line-item details directly within the report.
What’s the difference between these reports?
| Report | Primary purpose | When to use it |
|---|---|---|
| Purchases by Supplier | Displays total purchases from each supplier and analyzes the level of engagement with each one. | When evaluating suppliers, monitoring dependency levels, or supporting negotiation and purchasing terms decisions. |
| Purchases by Branch | Shows total purchases for each branch and analyzes how spending is distributed across branches. | When comparing branch purchases and assessing the operational performance of each branch. |
| Purchases by Product | Analyzes purchases based on products, materials, or services. | When identifying the most purchased items or determining the highest-cost products or materials. |
How do you view and understand the Purchases by Supplier report in Wafeq?
To access the Purchases by Supplier report, click “Reports” from the main menu, then select “By Supplier” next to under the “Purchases” section.
Note: You can pin the Bills Report if you use it frequently, making it easier to access quickly. For more information, refer to this guide:
Reports Interface
The Purchases by Supplier report displays the total purchases recorded from each supplier during the selected time period, giving you a clear view of the most frequently used suppliers and those contributing the most to overall purchasing.
The report is automatically grouped by month for the selected financial periods, allowing you to compare purchase volumes from each supplier over time and track changes and trends in purchasing behavior.
This report enables you to analyze purchases from a supplier-focused perspective, helping you identify key suppliers, detect over-reliance on a single supplier, and uncover opportunities to improve purchasing terms, diversify suppliers, or redistribute purchases to enhance operational efficiency.
Tracking Data Trends Across Time Periods
Sparklines displayed alongside each line item in the Purchases by Supplier Report provide a clear visual representation of how values change across the selected time periods, making it easier to identify trends, increases, and decreases at a glance.
Hover over a sparkline to view the value for each specific time period in more detail.
You can also perform several actions directly from the top of the report, such as:
Select or enter a custom date range: You can select the time period by choosing a predefined period, entering a custom period, or using the time range slider to adjust the start and end points and select the required months.
Choosing the currency in which the report is displayed
Filtering the data by supplier, branch, or project
Exporting the report in PDF or Excel format
How do you view and understand the Purchases by Branch report in Wafeq?
To access the Purchases by Supplier report, click “Reports” from the main menu, then select “By Branch” next to under the “Purchases” section.
The Purchases by Branch report displays the total purchases recorded for each branch during the selected time period, allowing you to evaluate purchasing levels and operational performance across your organization’s branches.
The report is automatically grouped by month for the selected financial periods, clearly showing the amounts recorded for each branch and enabling you to compare purchase volumes between branches within the same time frame.
This report helps you analyze how purchases are distributed across branches, identify higher-cost branches, and pinpoint branches that may require better purchasing control or improved operational efficiency.
It also serves as a valuable tool for making decisions related to budget allocation, branch performance monitoring, and improving purchases management at the organizational level.
Tracking Data Trends Across Time Periods
Sparklines displayed alongside each line item in the Purchases by Branch Report provide a clear visual representation of how values change across the selected time periods, making it easier to identify trends, increases, and decreases at a glance.
Hover over a sparkline to view the value for each specific time period in more detail.
You can also perform several actions directly from the top of the report, such as:
Select or enter a custom date range: You can select the time period by choosing a predefined period, entering a custom period, or using the time range slider to adjust the start and end points and select the required months.
Choosing the currency in which the report is displayed
Filtering the data by supplier, branch, or project
Exporting the report in PDF or Excel format
How do you view and understand the Purchases by item report in Wafeq?
To access the Purchases by Product report, click “Reports” from the main menu, then select “Purchases by item” under the “Purchases” section.
Tracking Data Trends Across Time Periods
Sparklines displayed alongside each line item in the Purchases by item Report provide a clear visual representation of how values change across the selected time periods, making it easier to identify trends, increases, and decreases at a glance.
Hover over a sparkline to view the value for each specific time period in more detail.
You can also perform several actions directly from the top of the report, such as:
Select or enter a custom date range: You can select the time period by choosing a predefined period, entering a custom period, or using the time range slider to adjust the start and end points and select the required months.
Choosing the currency in which the report is displayed
Filtering the data by supplier, branch, or project
Exporting the report in PDF or Excel format
Comparison Options in Purchases Analysis Reports
Using the Comparison Options in Profit and Loss reports, you can control how data is displayed and compared with previous periods, as well as define the time unit, the order in which periods are displayed, and the level of detail included in the report.
Period Unit
You can select the time unit used for the comparison:
- Month: Display and compare data on a monthly basis.
- Quarter: Display and compare data on a quarterly basis.
- Year: Display and compare data on a yearly basis.
Date direction
You can choose how the time periods are arranged in the report:
- Oldest to Newest.
- Newest to Oldest.
Breakdown
You can select the level of detail you want to display:
- By supplier.
- By Branch.
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