How to Use the Purchasing Dashboard in Elite Core: Search, Filters, Saved Reports, Proofs, and Purchase Order Follow-Up

The Purchasing Dashboard in Elite Core is the central working view for purchasing teams after Purchase Orders have been created. Instead of opening projects one at a time to find out what has been ordered, what still needs a proof, which supplier has confirmed, what is late, or what needs follow-up next, the dashboard brings those operational signals into one searchable and filterable workspace.

For a purchasing representative, the dashboard is not simply a list of Purchase Orders. It is intended to function as a daily command centre: find a PO quickly, isolate the work that requires attention, save repeatable views as reports, monitor proof and supplier progress, review dates, and open the full purchasing workflow without leaving the dashboard.

This guide explains how to use the Purchasing Dashboard from beginning to end, including the search bar, advanced filters, saved reports, pinned report shortcuts, columns, sorting, next actions, proof status, supplier stages, exports, batch size, and the fastest way to open a Purchase Order using a double-click.

Where to Find the Purchasing Dashboard

Open the Purchasing Dashboard from the Purchasing area of your Elite Core instance. The page is instance-aware, so the records and saved report definitions belong to the active Elite Core instance.

For Elite Promotional Marketing, the dashboard is available from the Elite Core Purchasing workspace.

Think of the Purchasing Dashboard as the operational layer between Purchase Order generation and completion. Purchase Orders are created from the approved Sales Order; the dashboard is where purchasing teams monitor and move those POs through the work that follows.

If you are looking for instructions on how Purchase Orders are created in the first place, see How to Generate and Review Purchase Orders in Elite Core.

What the Purchasing Dashboard Is Designed to Answer

A good purchasing workspace should let a buyer answer practical questions in seconds rather than reconstructing an order from several different screens.

The Purchasing Dashboard is designed to help answer questions such as:

• Which Purchase Orders need my attention today?
• Which supplier POs are still in progress?
• Which POs are waiting for proof approval?
• Which proofs are approved, rejected, uploaded, or still needed?
• Which Purchase Orders have reached a particular supplier stage?
• Which orders have a next action assigned?
• Which orders have no next action and may be at risk of being forgotten?
• Which POs belong to a particular supplier, customer, sales order, project, or representative?
• Which in-hands dates are approaching?
• Which POs should be followed up with a supplier?
• Which purchasing views do I use repeatedly enough to save as a report?

The most important idea is that you do not need to make one enormous dashboard view work for every situation. Elite Core lets you combine filters and visible columns into focused saved reports, then pin the views you use most often.

Understanding the Dashboard Layout

The dashboard is organized into several functional areas.

1. Saved Report Shortcuts

Across the top of the dashboard, saved and pinned reports can appear as compact shortcuts. These may represent views such as a specific purchaser’s in-progress POs, shipped orders, proof-needed work, pending approvals, approved proofs, rejected proofs, a specific decorator, or any other filter combination that your team has decided is useful.

A saved report is more than a name. Elite Core can preserve the dashboard filter configuration and visible columns associated with that report. This means a report can reproduce an operating view instead of forcing you to rebuild the same filters each day.

2. Quick Search

The upper search area is intended for direct lookup when you already know something about the order you want.

Common search fields include:

• Purchase Order #
• Sales Order #
• Project #
• Supplier

Use this area when the goal is to find a known order rather than analyze a broad segment of purchasing work.

3. Filters

The Filters control opens the more detailed filtering tools. This is where the dashboard becomes useful for work queues, exception management, and reporting.

4. Purchase Order Table

The table contains the actual Purchase Order rows. Depending on your visible-column configuration, it can include operational information such as supplier, PO number, project number, status, stage, proof status, client, next action, in-hands date, representatives, shipping details, and other purchasing data.

5. Table and Export Controls

The toolbar provides controls for refreshing the view, clearing or resetting the current view, working with visible columns, report settings, and exporting dashboard data where those actions are available.

6. Batch Size

At the bottom of the dashboard, Batch size controls how many Purchase Order rows are retrieved or presented in a working batch. A smaller batch can keep a focused view lighter; a larger batch is useful when reviewing or exporting a broader result set.

Start with Search When You Know the Order

The fastest workflow is usually the simplest one. If someone asks, “What is happening with PO-1234?” you normally do not need to configure a complex report.

1. Open the Purchasing Dashboard.
2. Enter the Purchase Order number in the Purchase Order # field.
3. Click Search.
4. Review the matching result.
5. Double-click the Purchase Order row to open the Purchasing Popup.

You can use the same pattern with a Sales Order number or Project number when that is the identifier you have available.

Searching by Supplier

The supplier search is useful when your work begins with the vendor rather than the customer.

For example, if you need to follow up with one supplier about several open Purchase Orders, select that supplier and search. You can then combine the supplier with filters such as stage, proof status, representative, or date to narrow the result further.

Search and Filters Serve Different Purposes

The dashboard includes both direct search fields and advanced filters because they solve different problems.

Use	Best tool	Example
Find one known record	Quick Search	Find PO-1234
Find all POs for a project	Quick Search	Search PRJ-9012
Find all work for a supplier	Supplier search or Filters	All current SanMar POs
Build a daily work queue	Filters	My in-progress POs with an upcoming next action
Review proof exceptions	Filters	Proof Needed or Rejected
Create a repeatable management view	Filters + Saved Report	All open decorator POs for one team

Using Advanced Filters

The filter area lets you describe the Purchase Orders you want to see by operational characteristics rather than by one identifier.

Elite Core’s Purchasing Dashboard supports filters around representatives, suppliers, clients, shipping, proofing, purchasing status, supplier stage, next-action information, dates, and other operational attributes.

Client Representative

Use the Client Rep filter when you want to isolate Purchase Orders associated with customers or projects managed by a particular client representative.

This is useful when a sales representative asks purchasing for a status review across several projects, or when a manager wants to understand purchasing workload tied to one portfolio.

Order Representative

Use the Order Rep filter to isolate Purchase Orders associated with a particular order representative.

Client Rep and Order Rep are separate filters so teams can follow the responsibility structure used on the underlying project and Sales Order.

Production or Purchasing Representative

Representative filters can be used to build personal work queues. A saved report such as Nicole’s In Progress, for example, can combine the appropriate rep assignment with the stages or statuses that define active work.

Supplier

The supplier filter supports one of the most common purchasing workflows: reviewing everything currently happening with one or more vendors.

Typical uses include:

• Preparing for a supplier follow-up call
• Reviewing all orders currently awaiting supplier confirmation
• Finding all outstanding POs for a decorator
• Reviewing a supplier’s orders before a holiday or shipping cutoff
• Checking whether multiple projects are affected by the same supplier delay

Client

Use the Client filter when several projects or Sales Orders belong to the same customer and you want to see the purchasing picture across that customer relationship.

Shipping Method

Shipping filters are useful when purchasing follow-up depends on how an order is expected to move. This can help isolate orders using a particular carrier or shipping method when investigating transit, account, or delivery concerns.

Filtering by Proof Status

Proofing is one of the most important exception workflows in purchasing because a supplier or decorator may be ready to proceed while the order is still waiting for approval.

The dashboard can filter by proof states including:

• Approved
• Pending Approval
• Proof Needed
• Rejected
• Not Required
• Uploaded
• Proof Complete

Proof Needed

This is a useful daily exception report. It identifies work where a proof requirement exists but the purchasing/proof workflow has not yet reached completion.

Pending Approval

Use Pending Approval to identify proofs that have entered the approval process but are still waiting for the required decision.

Rejected

A rejected proof should generally be treated as active work rather than a completed task. The next step may be a revision, new supplier proof, artwork correction, or another client approval cycle.

Approved and Proof Complete

These views are useful for identifying orders that have moved through the approval gate. Depending on the specific PO and production workflow, approval does not necessarily mean every other purchasing requirement is complete, so continue to review supplier stage, dates, and next actions.

For the complete proof workflow, see How Proofing Works Across Sales Orders and Purchase Orders in Elite Core.

The Fastest Proof Workflow: Double-Click the Proof Cell

The Purchasing Dashboard includes context-aware double-click behaviour.

Double-click the Proof cell on a Purchase Order row to open the Purchasing Popup directly in the Proofing area.

This is especially useful when working from a report such as:

• Proof Needed
• Pending Approval
• Rejected
• Proof Uploaded

You can move through a filtered queue, double-click the proof cell, review the proof workflow, complete the required action, close the popup, and continue with the next row.

Opening a Purchase Order from the Dashboard

You do not need to navigate back through the project, Sales Order, and Purchase Order pages every time you want to work on a PO.

Double-click a Purchase Order row to open the Purchasing Popup.

When you double-click a normal cell or row area, Elite Core opens the Purchase Order in the popup’s Overview context. When you double-click the Proof cell specifically, Elite Core opens the Proofing context instead.

This distinction makes the dashboard significantly faster for day-to-day purchasing work:

Double-click location	Result
Normal PO row/cell	Open Purchasing Popup in Overview
Proof cell	Open Purchasing Popup in Proofing

Operational habit: filter first, then work the queue using double-click. This avoids repeatedly navigating into individual projects.

Understanding Status Versus Stage

The dashboard separates high-level operational status from the supplier’s purchasing stage because they answer different questions.

Status can communicate the condition of the PO from the team’s perspective, while Stage tracks where the PO is in the supplier purchasing lifecycle.

Supplier stages can include states such as:

• Created
• Submitted
• Confirmed
• Shipped
• Ready for Billing
• Closed
• Billed

The exact options and workflow may evolve with Elite Core configuration, but the practical distinction remains useful.

Created

The PO exists, but purchasing should still confirm that the record is ready for the next action.

Submitted

The PO has moved into supplier-facing activity and should be monitored for acknowledgement, confirmation, proof, or another expected response.

Confirmed

The supplier has reached the confirmed stage. Purchasing should still monitor proof requirements, production timing, shipping, and next actions.

Shipped

The supplier indicates that the goods have moved. Review tracking, routing, destination, receiving requirements, and downstream decoration if applicable.

Ready for Billing / Billed

These later stages help connect operational completion with the financial workflow. Purchasing and Finance should still verify that the actual vendor bill corresponds to the correct Purchase Order and costs.

Closed

Closed should represent work that no longer needs active purchasing follow-up. Before treating a PO as operationally complete, confirm that outstanding proofs, shipping, receiving, and billing requirements have been handled as appropriate.

Use Next Actions to Prevent Silent Purchase Orders

One of the largest risks in purchasing is not a visibly broken PO. It is a PO that looks normal but has no clear next follow-up.

The dashboard’s next-action information is intended to solve that problem.

Use next actions to capture the next operational commitment, for example:

• Follow up with supplier for confirmation
• Request revised proof
• Check estimated ship date
• Confirm decorator receipt
• Review backorder
• Confirm tracking
• Follow up on replacement goods

A strong purchasing process should make it easy to find both POs with upcoming actions and POs without an action.

Why “No Next Action” Can Be an Important Report

A PO with no next action is not automatically wrong. It may be complete, waiting on an automatic event, or intentionally inactive. But for active purchasing stages, missing next-action information is worth reviewing.

A saved report combining active stages with missing next actions can function as a safety net for the department.

Working with Dates

The Purchasing Dashboard supports date-oriented filtering so the team can focus on the work that matters now.

Date filtering can be based on operational date types such as:

• Next Action Date
• In-Hands Date
• PO Created Date

Next Action Date

Use this for daily or weekly follow-up queues. For example, a purchaser can create a view of active POs whose next action is due within the current week.

In-Hands Date

Use this to prioritize orders based on the operational deadline for the goods. Elite Core can derive the relevant PO in-hands date according to the routing context. Depending on the order, the date can represent goods required at a decorator, goods required at a client, decorated goods required at a client, or a final customer in-hands fallback.

This matters because a supplier PO going to a decorator has a different practical deadline from a final shipment going directly to the client.

PO Created Date

This is useful for age analysis, recently created PO reviews, and identifying records that have been sitting in an early stage for an unusual amount of time.

Active Filter Chips

After filters are selected, the dashboard can show active filters as chips. These provide a quick visual explanation of why the current result set looks the way it does.

For example, you may see chips representing:

• Stage: Confirmed
• Status: Problem
• Proof: Pending Approval
• Supplier: a selected supplier
• Client: a selected customer
• Client Rep
• Order Rep
• Production Rep

Removing a chip removes that particular filter without forcing you to clear the entire dashboard.

Saved Reports: Turn Filters into Repeatable Workflows

Saved reports are one of the most powerful parts of the Purchasing Dashboard because they let the dashboard become role-specific without hard-coding a different page for every team member.

A saved purchasing report can store:

• The report name
• A description
• The current purchasing filters
• The visible dashboard columns
• Whether the report is pinned

The dashboard can then reapply that definition later.

Example: “Nicole’s In Progress”

A personal in-progress report might include:

• Representative = Nicole
• Supplier stage = active/in-progress stages
• Relevant visible columns such as Supplier, PO #, Project #, Stage, Proof, Next Action, and In-Hands Date

Instead of rebuilding those selections every morning, Nicole can open the saved report and immediately see her current purchasing queue.

Example: “Proof Needed”

A proof exception report may be much simpler:

• Proof Status = Proof Needed
• Active purchasing stages only
• Columns focused on PO, Supplier, Project, Client, Proof, Next Action, and In-Hands Date

This becomes a specialized operational view for proof follow-up.

Example: Supplier or Decorator Report

A report named after a supplier or decorator can preserve that supplier selection so the team can instantly review all applicable Purchase Orders for that vendor.

Creating a Saved Report

A practical saved-report workflow is:

1. Configure the filters you want on the Purchasing Dashboard.
2. Choose the columns that are useful for that workflow.
3. Open the dashboard’s Reports area.
4. Choose New.
5. Enter a meaningful title.
6. Add a description if the purpose may not be obvious to other users.
7. Save the report.
8. Apply it to verify the result behaves as intended.
9. Pin it if the view is used frequently.

Name Reports by the Question They Answer

Good report names are operational.

Examples:

• Nicole’s In Progress
• Nicole’s Shipped
• Proof Needed
• Pending Approval
• Rejected Proofs
• Confirmed – No Next Action
• Shipped – This Week
• Elite Decoration
• Vendor Follow-Up Today

Avoid vague names such as “Report 1” or “Purchasing Report.” The title should tell the user what work will appear before the report is opened.

Updating a Saved Report

Purchasing processes change. A saved report does not need to remain frozen forever.

To refine an existing report:

1. Apply the report.
2. Change the dashboard filters or visible columns.
3. Open Reports.
4. Select the existing definition.
5. Update the report.
6. Confirm that the newly saved configuration reproduces the intended view.

Updating the report is useful when a workflow gains a new stage, the team decides another column is essential, or a previously broad queue should become more focused.

Pinning Reports

Pinned reports provide fast access to the views used repeatedly.

Pin the reports that represent real operating queues rather than every report that has ever been created.

A purchasing team might pin:

• My In Progress
• My Shipped
• Proof Needed
• Pending Approval
• Rejected
• One or two high-volume supplier/decorator reports

Less-frequent analytical or historical reports can remain saved without occupying the primary shortcut area.

Visible Columns: Build the Table for the Job

Not every purchasing workflow needs every available field. The dashboard supports visible-column configuration so a report can emphasize the information relevant to its purpose.

For a general purchasing queue, useful columns may include:

• Supplier
• PO #
• Project #
• Status
• Stage
• Proof Status
• Client
• Next Action
• In-Hands Date
• Assigned representatives

For a proof report, proof status and dates should be prominent. For a supplier follow-up report, supplier, PO number, stage, next action, and in-hands date may matter more. For a management report, ownership and client information may be especially useful.

Sorting the Dashboard

Column sorting lets you turn a filtered result set into a prioritized work queue.

Useful sorting patterns include:

• Earliest in-hands date first
• Earliest next-action date first
• Supplier alphabetically before making vendor calls
• Project or PO number for reconciliation
• Stage to group similar tasks together

Filtering determines what belongs in the queue. Sorting determines what you should look at first.

Refreshing the Dashboard

Use the refresh control after meaningful purchasing changes, particularly when supplier stage, proof state, next-action information, or another row-level field was updated in a popup or by another user.

A refresh is also useful before making a time-sensitive decision from a saved report so the result reflects the latest available data.

Clearing the Dashboard

When the current search and filter combination is no longer relevant, clear or reset the dashboard rather than manually removing every criterion one at a time.

This is especially important when switching between unrelated tasks. A forgotten supplier, rep, or proof filter can make a later search appear to have missing data even though the underlying Purchase Order exists.

If a PO “disappears,” first check the active filters before assuming the PO is missing.

Exports

Dashboard export tools are useful when purchasing data needs to leave the working view for a meeting, audit, reconciliation, or offline review.

Depending on the current dashboard controls, export options can include spreadsheet-style data and PDF-oriented output.

Before exporting:

1. Apply the correct saved report or filters.
2. Confirm the row count.
3. Confirm the visible columns contain the information the recipient needs.
4. Sort the table in the desired order.
5. Review any active filter chips.
6. Export the result.

An export is only as useful as the dashboard state that produced it.

Batch Size

The Batch size control determines how many rows the dashboard works with at once.

Use a smaller batch when:

• You are working a targeted queue.
• The current report only requires a small number of active items.
• You want a lighter operational view.

Use a larger batch when:

• You are reviewing a broad supplier portfolio.
• You need a larger management snapshot.
• You are preparing an export that requires more rows.

Do not use a large batch as a substitute for good filters. A precise 25-row work queue is usually more useful than hundreds of unrelated records.

A Recommended Daily Purchasing Routine

The Purchasing Dashboard becomes most valuable when it is used as an operating routine rather than only as a lookup screen.

Step 1: Open Your Personal In-Progress Report

Start with a saved report that isolates the Purchase Orders currently assigned to you or relevant to your team.

Step 2: Sort by the Next Important Date

Depending on your process, sort by Next Action Date or In-Hands Date.

Step 3: Work Exceptions First

Look for:

• Problem statuses
• Rejected proofs
• Proof Needed
• Pending approvals
• Past-due next actions
• Upcoming in-hands dates
• Active POs with no next action

Step 4: Double-Click into the Purchasing Popup

Use the row itself for the Overview. Use the Proof cell when you are specifically handling proofing.

Step 5: Record the Next Operational Step

When the issue is not completed immediately, make sure the next action and date are clear so the PO returns to the right future queue.

Step 6: Review Shipped Work

Open a Shipped report to verify tracking, routing, receiving, decoration handoff, or downstream delivery as applicable.

Step 7: Finish with a “No Next Action” Safety Check

Review active POs that are not currently associated with a clear next action. This is one of the best ways to catch silent operational gaps.

Example Saved Report Library

Report	Purpose
My In Progress	Primary daily purchasing queue
My Shipped	Orders that have moved into shipping follow-up
Proof Needed	POs where proof work has not yet been supplied/completed
Pending Approval	Proofs currently waiting for approval
Rejected Proofs	Proofs requiring revision or corrective action
Approved	Approved proof workflow review
Confirmed – No Next Action	Confirmed supplier POs that may lack a future follow-up
Shipped – Upcoming IHD	Shipped orders with approaching deadlines
Supplier / Decorator Name	Vendor-specific purchasing review

How the Dashboard Fits into the Larger Purchase Order Workflow

The Purchasing Dashboard should not be viewed in isolation. It sits in a larger operational sequence:

1. Products, quantities, costs, decoration, shipping, and proof requirements are configured.
2. The Sales Order becomes purchasing-ready.
3. Supplier and decorator Purchase Orders are generated.
4. Purchasing reviews those POs.
5. The Purchase Orders enter active supplier/decorator follow-up.
6. The Purchasing Dashboard becomes the primary queue for monitoring stages, proofing, dates, and next actions.
7. Goods ship and are received or routed onward.
8. Vendor bills and actual costs are reconciled.
9. The Purchase Order reaches the appropriate completed/billed/closed state.

For a detailed explanation of the generation side of this sequence, see How to Generate and Review Purchase Orders in Elite Core.

Using the Dashboard with Supplier and Decorator Purchase Orders

The dashboard can contain different types of Purchase Orders. A goods supplier PO and a decorator PO may look similar at a high level but represent different physical work.

A supplier PO can represent the purchase and movement of the goods themselves. A decorator PO can represent embroidery, screen printing, heat transfer, engraving, or another decoration process.

When filtering or opening a PO, always keep the route in mind:

• Where are the goods now?
• Who is responsible for the next physical step?
• Is a proof still required?
• What date does this PO actually need to meet?
• Where will the goods go after this supplier or decorator finishes?

Shipping configuration can directly affect Purchase Order routing. See How Shipping Configuration Controls Purchase Order Routing in Elite Core for more detail.

Troubleshooting: Search Returns No Purchase Orders

If the dashboard shows no rows, work through the following checks before assuming the Purchase Order is missing:

1. Confirm the PO, Sales Order, or Project number was entered correctly.
2. Check whether a Supplier selection is unintentionally limiting the search.
3. Open Filters and review active criteria.
4. Remove old active filter chips.
5. Confirm the PO belongs to the active Elite Core instance.
6. Clear the dashboard and run the direct search again.
7. Refresh the dashboard.

A highly filtered dashboard can correctly return zero results even when the PO exists.

Troubleshooting: A Saved Report Looks Wrong

If a saved report no longer produces the expected queue:

• Review its current filters.
• Check whether an underlying stage or status changed.
• Confirm the report is using the intended representative.
• Confirm the visible columns still match the workflow.
• Update the saved report if the team’s process has changed.
• Check whether the report is intended to be personal or shared operationally.

Do not create a second nearly identical report merely because one field is outdated. When appropriate, update the existing definition so the report library remains understandable.

Troubleshooting: Proof Status Does Not Match What You Expect

Proofing can involve several related records and approval steps. If the dashboard proof status looks unexpected:

1. Double-click the Proof cell.
2. Review the complete proof context in the Purchasing Popup.
3. Confirm the latest proof file.
4. Confirm whether the proof is required.
5. Confirm the current approval/rejection state.
6. Confirm whether all required proof steps are complete.
7. Refresh the dashboard after the workflow is updated.

Do not treat an old proof file or an earlier approval as authoritative when a newer revision exists.

Troubleshooting: A PO Is Approaching Its In-Hands Date

When a Purchase Order is close to its in-hands deadline:

1. Open the Purchasing Popup.
2. Confirm the supplier stage.
3. Confirm whether proof approval is complete.
4. Review the next action and its date.
5. Confirm shipping or tracking information.
6. Confirm the actual destination for this PO.
7. Determine whether the date represents a decorator deadline or the final client deadline.
8. Escalate any supplier delay before the downstream step is compromised.

Troubleshooting: A PO Is Confirmed but Nothing Is Happening

Confirmed does not mean purchasing can forget the order.

Review:

• Proof status
• Next Action
• Next Action Date
• In-Hands Date
• Expected ship timing
• Decorator routing
• Tracking
• Receiving requirements

A useful saved report is Confirmed – No Next Action, because it highlights work that has passed the supplier confirmation milestone without a documented future checkpoint.

Best Practices for Purchasing Teams

• Use saved reports as work queues, not just analytics. A report should help someone decide what to do next.
• Keep report names obvious. The purpose should be understandable at a glance.
• Pin only high-value reports. Too many pinned reports recreate the clutter they were meant to eliminate.
• Use Next Actions consistently. The dashboard is much more powerful when active POs have explicit follow-up dates.
• Work exceptions first. Problems, rejected proofs, approaching deadlines, and overdue actions deserve priority.
• Double-click instead of navigating through multiple pages. Use Overview for general PO work and Proofing for proof-specific work.
• Clear old filters before a new lookup. Hidden or forgotten filters are a common reason a valid PO appears to be missing.
• Review the route, not just the status. A supplier PO going to a decorator has different timing implications from a PO going directly to the customer.
• Refresh after important changes. Make sure the working queue reflects current purchasing data.
• Export intentionally. Filters, columns, sort order, and row count should be reviewed before data is shared outside the dashboard.

Recommended Management Views

Managers can use the same report system to create oversight views without disrupting purchaser-specific workflows.

Useful management reports can include:

• All active Purchase Orders by representative
• Problems across all purchasers
• Proof Needed across the department
• Rejected proofs
• Orders with upcoming in-hands dates
• Active POs without next actions
• Confirmed orders awaiting later milestones
• Shipped orders not yet operationally completed
• Vendor-specific workload

The goal is not to replace the purchaser’s detailed workflow. Management reports should expose risk, workload, and exceptions at a higher level.

Purchasing Dashboard Quick Reference

Task	Recommended action
Find a known PO	Enter the PO # and click Search
Find all POs for one Sales Order	Search by Sales Order #
Find all POs for a project	Search by Project #
Review one supplier	Select Supplier and Search, then add filters if needed
Open a PO	Double-click the PO row
Open proofing directly	Double-click the Proof cell
Find proof work	Filter by Proof Needed, Pending Approval, Rejected, Uploaded, Approved, or Proof Complete
Find a purchaser’s workload	Filter by representative and active stages
Find urgent work	Filter/sort by Next Action Date or In-Hands Date
Find silent active POs	Combine active stages with missing Next Action
Reuse a view later	Save it as a report
Put a report at the top of the dashboard	Pin the saved report
Change a saved workflow	Adjust filters/columns and update the report
Share dashboard data	Review filters, columns, sort and row count, then export
Dashboard shows zero rows	Check active filters, clear if necessary, and search again

The Most Effective Way to Use the Purchasing Dashboard

The best Purchasing Dashboard is not the one with the most rows. It is the one that shows the right work at the right moment.

Use direct search when you know the order. Use filters when you need a work queue. Save the combinations you repeat. Pin the reports you rely on every day. Sort by the date that creates urgency. Double-click into the Purchasing Popup instead of navigating across the project. Use the Proof cell shortcut when proofing is the task. Record clear next actions so Purchase Orders return to attention when they should.

When those habits are used consistently, the Purchasing Dashboard becomes more than a reporting page. It becomes the operating system for supplier follow-up: a central view of what has been ordered, what is waiting, what is at risk, and what the purchasing team needs to do next.

Related Elite Core Guides

• How to Generate and Review Purchase Orders in Elite Core
• How Proofing Works Across Sales Orders and Purchase Orders in Elite Core
• How Shipping Configuration Controls Purchase Order Routing in Elite Core
• How Sales Orders Work in Elite Core: From Client Approval to Purchasing
• Getting Started with Elite Core