This article describes the specifics of accessing and interpreting the Fuel Purchases report.
The access the report, you need Fuel Central subscription on your account.
Opening the report
You can find the report at Reports > Fuel > Distribution > Fuel Purchases.
The Fuel Purchases report can be opened at all levels:
- Account
- Company
- Division
- Station
For more information, see Viewing Reports.
Interpreting the report
The report shows all fuel purchases based on the purchase invoices within the specified period.
For more information on working with purchase invoices, see Purchase Invoices.
By default, the report includes the following fields:
| Field | Description |
| Bill date | The date of billing. |
| Vendor | Fuel vendor name. |
| Invoice # | Purchase invoice number. |
| BOL # | Bill of lading number. |
| Ship To | The customer to which the fuel is delivered. |
| Product | Fuel product type. |
| Gross Qty | The purchased amount of the fuel in gallons (if Gross QTY option is selected in the invoice). |
| Net Qty | The purchased amount of the fuel in gallons (if Net QTY option is selected in the invoice). |
| Rate, $ | Price per gallon. |
| Taxes, $ | The aggregated amount of taxes, fees, or surcharges for the fuel product. |
| Amount, $ | Total amount. |
The report is fully customizable - you can build custom views by adding or removing fields.
Filtering and sorting the report data
The report offers powerful filtering and sorting options to help you to drill down into the data and uncover the specific details you need.
- To adjust the report interval, select a predefined period from the dropdown menu or enter a custom date range.
- To narrow down your results, use the Advanced Filters button and choose one or more filtering criteria from the Filter By list:
- Ship To: Select customers to be shown in the report.
- Select fuel vendors to be shown in the report.
- Select fuel product types to be shown in the report.
- Provide the specific BOL number to focus on.
- Provide the specific Invoice number to focus on.
- To group the report data by one or more fields and calculate subtotal values for that groups, select the fields from Subtotal list:
- Fuel product type;
- Fuel vendor;
- The date of billing;
- BOL number;
- Date, month or year of billing;
- Customer.
To change the order of subtotals, drag and drop the selected criteria using the dots icon in subtotal boxes.
To apply selected filters, click the Accept button. The filters you choose are displayed below the filtering settings.
Saving filters
Save your favorite filters to quickly apply them again in the future:
- Specify the filtering criteria.
- Click Save next to the filtering settings.
- Name your saved filters.
To apply a saved filter, select it from Saved Filters dropdown.
Exporting report
You can export the report data in various formats for further analysis or sharing with colleagues.
The following export formats are supported:
- PDF: Click PDF button above the report.
- Microsoft Excel 2007: Click Excel button above the report.
The exported report will include only the data that matches your chosen filters.
Customizing the report
While the default view provides all available details, you can temporarily hide certain fields from the report to focus on the information you need without being distracted by unnecessary details.
Expand Fields to Show on top of the report and select or clear the fields. When ready, click the Accept button.
The selected fields are remembered for your user account. The next time you open the report, it will appear exactly as you configured it.
