How do I search and report in Beanworks?

Modified on Wed, 01 Feb 2023 at 01:44 PM

Global Search vs. Custom Search:

There are two types of search functionality in Beanworks: global, and search by custom filters. Please check out this article to learn more about the differences between the two.

In order to narrow down your search results, Beanworks also offer the ability for you to search with different filters: custom, status, and org units.

Reporting in Beanworks:

You can generate a report on your POs, Invoices, and Payments.

Depending on whether it's a PO/ Invoice/ Payment, there are certain types of files that can be generated for these reports.

Customizing Report Columns:

Beanworks also has the option for you to set which column(s) should be included in your report.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article