Use the Third-Party Vendor Usage report to learn which SKU and what quantity of each vendors' products your Organizations are using. This report aggregates counts of each vendor and their respective SKUs.

Note: Customers are in the process of being renamed to Organizations, and Contacts to End Users. You may see both in Syncro for the time being.

Run the Report

To run a Third-Party Vendor Usage report for one or more Organizations, follow these steps:

1. Navigate to Reports.
2. In the Customers section, click Third-Party Vender Usage.
3. In the pop-up window:
   1. Select one or more Vendors from the dropdown menu, which lists every vendor your Syncro account currently has integrated that supports Universal Billing. (Defaults to All.)
   2. Select a Filter By of All Customers (the default), Customer, or Saved (Customer) Organization Search. For the latter two, select the Customer or Saved Search you want to use. 
   3. Click Run Report (or Schedule, if you'd like to create a scheduled report). 

Syncro loads the Third-Party Vendor Usage report based on your selections.

Interpret the Report

The Third-Party Vendor Usage page shows the date/timestamp for when Syncro generated the report, just under the page heading:

The table contains the following columns:

• Vendor: The name of the vendor/company providing the product.
• Product Name: The specific name of the vendor's product.
• Part Number: If applicable, the vendor-provided part number associated with the Product Name.
• Last Poll Date: A date/timestamp for when Syncro last looked for updates, which happens once per day at 12 a.m. PST.
• Quantity: The number of products being used by the selected Organization or Organizations that meet your saved search criteria. 

Tip: By default, Syncro displays the table grouped by the Organization'sName, in alphabetical order. The Vendor and Product Name files are sorted first by Vendor, followed by Product Name, within each Organization grouping. However, you can sort using any of the columns in the table, and/or group/ungroup, hide/show, and pin/unpin columns as desired. 

Note: Vendors and/or products with no usage will not appear in the report.

Manage the Report

In the upper right corner of the Third-Party Vendor Usage page, Syncro displays the Manage Report dropdown menu, which allows you to take some actions on the report currently being displayed:

• Add to Favorites: Opens a pop-up window where you can enter a Custom Report Name before saving this report to your Favorites list.  For more information, see Favorite a Report.
• Schedule Recurrence: Opens a page where you can create a recurring report schedule. See Schedule the Report for details.
• Download CSV: Opens a File Explorer/Finder where you can choose the location for saving a CSV of the report data.

Schedule the Report

There are multiple paths you can take to schedule a Third-Party Vendor Usage report:

1. Click “Schedule” from the New Third-Party Vendor Usage Report pop-up window when you Run the Report.
2. Select “Schedule Recurrence” from the Manage Report dropdown menu.

From any of these paths, Syncro displays the Create Report Schedule page with appropriate values pre-selected.

Note: Third-Party Vendor Usage report scheduling works the same as for other Syncro reports. For full instructions on Creating Report Schedules see Schedule a Report.