How to find and use Life Cycle Report to get a report for specific division or PO types
🔍 For PO Invoices Only | Nimbello Portal 4.0
The Life Cycle Report and Life Cycle Summary are tools used to track the status of PO invoices throughout the workflow process. These reports are helpful for understanding invoice volume, identifying processing bottlenecks, and gaining insight by division or PO type.
📍 Accessing the Life Cycle Reports
To access either report:
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Hover over the Reports tab in the top navigation.
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Select Life Cycle Report or Life Cycle Summary from the dropdown.
Example:
📊 Life Cycle Report: Full Invoice Breakdown
The Life Cycle Report gives you detailed visibility into each PO invoice processed during your selected time period.
How to Run the Report:
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Begin and End Date (Required): Select your date range.
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Optional Filters:
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PO Type: Choose a specific PO type if your organization uses more than one.
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Division: Filter results by specific divisions, if applicable.
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Click Search to run the report.
Example Filter Panel:
What You'll See:
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General Statistics: Appears right below the Search button. You’ll see counts based on invoice Status and State, including:
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Archived
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Still in Workflow
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Posted
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Initial Match Successful (invoices untouched after import)
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Example Statistics View:
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Invoice List: Below the stats, you'll find a full list of individual PO invoices that meet your criteria.
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Export to Excel: Click this button to download the list into Excel for easier analysis and recordkeeping.
Example List View:
📌 Life Cycle Summary: High-Level Overview
The Life Cycle Summary offers the same insights as the Life Cycle Report—but without the detailed invoice list. Instead, it presents only the counts for each status category.
✅ Use this when you want a quick overview of invoice volumes and statuses without diving into individual invoice details.
📝 Let's Review!
| Report Name | What It Shows | When to Use |
|---|---|---|
| Life Cycle Report | Full list of PO invoices + status breakdown | When you need to drill into specific invoices or export data |
| Life Cycle Summary | Just the totals for each invoice status | When you want a fast snapshot of invoice activity |
If you have further questions or need help interpreting report results, Feel free to reach out to Support@Nimbello.com