A vendor documents report allows you to view all the internal vendor documents that have been uploaded by staff users from your organisation. Felix gives you the ability to search and filter vendor documents to compile a report that has been customised to suit your needs.

Vendor documents reports can be customised to only include documents that are of a specific type or status. You can also generate a report based on the expiry date of the document, or by using a specific keyword.

Generate a vendor documents report

To generate a vendor documents report:

1. Navigate to Reports > Vendor Documents from the main menu.
2. (Optional) Use the Quick search field to search for a specific keyword.
3. (Optional) Click the Show Filters button to unfurl the filters menu.
4. (Optional) Update the dropdowns as required and click the Apply Filters button.
5. Click the Actions button at the top right corner.
6. Click Download as CSV.

 

NOTE: Your report will be generated as per the filters you have selected. You can generate a report of all vendor documents by following the steps above without applying any filters.

TIP: When creating the report, you can click the vendor's name in the listing to access the Documents tab of their vendor profile. From this page you can view, download, update, and/or archive the related vendor documents.