This 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.
To view all the completed orders, please follow the steps below:
Go to the Admin area and click Group.
Select Group Reports and expand the Paid FYTD line.
Click Download All Orders to export the data in Excel format.
Use the drop-down arrow in the top right to choose whether you want to view the current financial year to date (FYTD) or a previous financial year.
Once the file has been exported, open it in Excel and filter the results by the contractor you wish 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.