Knowledge base Insight.com Reporting Capabilities
By Insight Editor / 2 Jan 2026
Reporting capabilities help organizations analyze and understand IT expenditures through a variety of reporting options. Standard Reports and Software Summary Reports provide real-time access to purchase history in both detailed and summary formats.
What reporting capabilities are available?
Reporting capabilities include Standard Reports and Software Summary Reports that provide access to purchase history and reporting data for goods and services provided across an organization.
Where can I find sample reports?
The Sample Reports New document is available in Qorus and provides examples of available reporting formats and data views.
What are Standard Reports and Software Summary Reports?
Standard Reports and Software Summary Reports provide real-time access to purchase history in both summary and detailed report formats.
What information is included in detailed reports?
Detailed reports are available in multiple formats, allowing data to be sorted based on the desired criteria.
What information is included in summary reports?
Summary reports provide consolidated reporting for goods and services provided to an organization enterprise wide.
How can reports be accessed?
Reports are available on demand 24/7 and can also be emailed as needed.
| Report Name | Description | Formats | Global |
|---|---|---|---|
| Ad-Hoc | Allows client to select & order fields for customization. Option to include custom accounting fields. | XLS, CSV | Yes |
| Invoiced Orders | Displays detailed invoice information by invoice number. Option to include custom accounting fields. | XLS, CSV | Yes |
| Open Orders Report | Orders that have not invoiced sorted by shipping location. Option to include custom accounting fields. | HTML, PDF, XLS, CSV | No |
| Overall Sales History | Includes detailed order information by account. Option of including Partner Data & custom accounting fields. | XLS, CSV | Yes |
| Product Totals by Manufacturer | Summary report by manufacturer name with totals by product. Also has the option of including Partner Data. | HTML, PDF, XLS, CSV | Yes |
| Purchase Summary by Manufacturer | A summary report by manufacturer. | HTML, PDF, XLS, CSV | Yes |
| Total Sales by Year and Month | Sales by calendar month. Used to show spending trends over time. Option of including Partner Data. | HTML, PDF, XLS, CSV | Yes |
| Shipping Report | Display shipped orders with quantities, shipped dates with expected delivery dates and received. Additional details from lab orders, locations for deliveries, order, and invoice details. | XLS, CSV | Yes |
| Software License Contract Summary | A summary report of all contractual licenses and maintenance products by manufacturer name, contract number, and point value. | HTML, PDF, XLS, CSV | Yes |
| Software Detail Data | A detailed report of all contractual license purchases. Option to include custom accounting fields including Partner Data. | HTML, PDF, XLS, CSV | Yes |
Customizable reporting options allow users to create ad-hoc reports, select specific data fields, and manage report delivery and access. Reports can be customized using order data and client-defined fields, delivered in multiple formats, and accessed based on assigned authorization levels.
What customizable reporting options are available?
Ad-hoc reports can be created online and customized using information captured at order entry through the website.
Users can select fields and reorder them to create a custom report based on their reporting needs.
How can I create a custom ad-hoc report?
The ad-hoc reporting capability allows users to select the fields they want included in a report and reorder those fields to create a customized view of purchasing data.
What are client-defined fields?
Many reports can be customized by including client-defined fields.
Client-defined fields provide custom tracking and reporting for software or hardware orders, enabling analysis based on criteria defined by the client.
How can reports be delivered?
Reports can be scheduled or run in real time directly from the customizable order management website.
Reports can be delivered through:
- (s)ftp
- Posting to the website for access to purchasing data
What report formats are available?
Reports are available in multiple formats:
- HTML
- Excel
- CSV
Is hierarchical reporting available?
Hierarchical reporting can be provided by:
- Country
- Individual operating segment
- Business unit
- Subsidiary level
These reporting views are available for purchases made through Insight.
How are report access rights managed?
Web workflow administrators can manage access
