Want to know exactly what you’ve been buying and how much you’ve been spending? The Purchase Report breaks it all down by product, making it easy to track costs, spot price spikes, and compare locations.
What’s Included here
- What the Purchase Report is and when to use it
- What you'll see and how to navigate it
- How to compare purchases across locations
- Exporting and sharing your report
- Pro tips for getting the most out of it
What is the Purchase Report?
The Purchase Report is a detailed, product-level view of all purchases in your company—powered entirely by your invoices. If it’s been entered into MarginEdge, it’ll show up here!
It’s best for:
- Seeing exactly what you’re buying by product or vendor
- Comparing pricing across locations or vendors
- Spotting spikes in quantity or price over time
- Tracking total purchase history of specific categories or items
Note: The Purchase Report shows purchasing activity only. It’s based on what was bought, not what was used. For inventory-adjusted reporting or actual food cost, use the Category Report or Controllable P&L instead.
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To access this, go to Products > Purchase Report
What you’ll see
When you select a timeframe on the Purchase Report you’ll see the following detail about your products:
- Restaurant that purchased it
- Category type and category the product belongs to
- Quantity purchased
- Total amount spent
- Weighted average cost
Filter By
- Time Period: Choose from preset options or select a custom date range.
- Categories: Filter by any of your custom category types or categories.
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Units: If you’re part of a multi-unit group, you can:
- View all purchases across locations as a single data set
- Or break it down by individual unit
- You can also filter to a subset of locations for side-by-side comparisons (e.g., compare milk prices in Chicago location vs. New York location)
Products & Vendor Items
Click any product row to see the specific vendor items purchased that roll up to that product during the selected timeframe.
From the pop-up, you can also click the “View product” button to see even more data—including all past orders for that product across all vendors.
Multi-unit comparison
The Purchase Report makes it easy to compare pricing across your stores. It will include all purchase data available within your Company-Concept, which means that only invoice data from units within the same concept and the same company will be included.
You can:
- View purchases across all locations as a single data set
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Compare a few units side-by-side
- Drill into an individual location for deeper analysis
Exporting the Report
To export your report:
- Click the Export As button at the top of the page.
- Choose between CSV or PDF.
Your export will respect all filters applied at the time of export, making it easy to share exactly the data you’re viewing.
Pro Tips
- Check pricing regularly. Use this report to compare product costs across time, vendors, or locations.
- Keep mappings clean. Make sure your vendor items are correctly mapped to products for accurate data.
- Need usage data? This report shows purchases only. For usage or inventory-adjusted data, check out the Category Report.