This report is useful for reviewing the volume of work allocated to a contractor, analysing spend, and monitoring activity across different financial years. The export provides detailed order data that can be filtered in Excel for deeper analysis.
Follow the steps below to view all completed orders for a contractor.
From the Group area, select Group Reports.
Expand the Paid FYTD line.
Use the drop-down arrow in the top-right corner to choose the current financial year to date (FYTD) or a previous financial year.
Click Download All Orders to export the data in Excel format.
Open the file in Excel and filter the results by the contractor you want to review.
Each order is listed with its order number, making it easy to track activity and costs.
📌 Note: The export only contains completed jobs. Any works that are still in progress are not included in this report.