Overview
Tropic allows you to export contract and supplier data as CSV files for backup or analysis in tools like Excel or Google Sheets. Additionally, Tropic’s reporting features provide actionable insights into organizational spend, project statuses, and more, helping you make data-driven decisions.
Reporting in Tropic
Tropic’s reporting capabilities allow you to analyze various aspects of your organization’s procurement and financial activities. Below are two example use cases:
Example 1: Analyzing Departmental Spending
To analyze how much each department spent last year:
- Navigate to Contracts and click on Filters
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- Department: Select the departments to analyze.
- Start Date/End Date: Set the date range for the previous year (e.g., January 1, 2023, to December 31, 2023).
- Status: Choose Active to include only active contracts.
- Purchase Category: Select categories for each department's spending.
By applying these filters, you can generate a report that breaks down spending by department.
Example 2: Categorizing Suppliers by Contract Value
To find suppliers based on contract value thresholds (e.g., $5,000 or $10,000):
- Total Contract Value: Set the filter to "Greater Than or Equal To $5,000" or "Greater Than or Equal To $10,000."
- Optional filters:
- Status: Select Active to include only active suppliers.
- Department: Segment suppliers by department, if needed.
These filters will help you identify suppliers within specific contract value ranges.
How to Export Data from Tropic
Export Contract Data:
- In Tropic, click Contracts.
- Click the … icon and select Export to download the CSV file.
- Click on the ellipsis [...] and select Import History to download your reports
Tip: Custom fields added to the contract or supplier page will be included in the CSV export, even if not visible in the current view.
Export Supplier Data:
- In Tropic, click Suppliers.
- (Optional) Use Filters to refine your export, such as filtering suppliers by contract value.
- Click the … icon and select Export.
- Click on the ellipsis [...] and select Import History to download your reports
Additional Resources
For more information about Tropic’s reporting and exporting capabilities, visit our Help Center for detailed guides and training materials.