How to Create and Use Spending Searches

This article will guide you on how to create, edit, review, and save a spending search.

Hover your cursor over the navigation bar on the left-hand side. Then, select ‘Spending & POs.’

Managing Keywords

This will then take you to the historical spending platform. There are four types of spending searches by selecting the dropdown:

ITEMS - Searches for products and services.
COMPANIES - Searches for vendors.
AGENCIES - Searches for government agencies.
ANY FIELD - Searches every section of a purchase order.

Once you have selected what kind of search you want, you may enter the key term(s) into the search box below. Each term, by default, are “or” statements. Example: The image below is searching for purchase orders that say “keyboard” OR “key board.”

Pro Tip: When you have a key term with multiple words in the middle, you can choose how many words are in between. Click the word, then select ‘fuzzy’ to allow three words in between, or ‘exact’ to remove other key terms with similar spellings. You may also make this change to every key term by selecting ‘APPLY TO ALL KEYWORDS.’

In the same window, you can choose to only view results for the one key term that you selected.

You can also choose to copy or delete keywords, or enable/disable word variations. If "Include word variations" is checked, multiple variations of your key terms will appear in the results. Eg. Search “support” and if 'include word variations' is checked, you will also receive results for supports, supported, and supporting.

Finally, you can select the dropdown ‘Match any of these keywords.’ Within the dropdown, you have the following options:

Match any of these keywords - Shows results that contain one or more of the key terms you added.
Match all of these keywords - Displays results that have every key term you added in a single purchase order.
Match none of these keywords - Shows results that do not contain any of the key terms.

Adding Filters

You can also use filters to better refine your search. There are 100+ filters, but the most popular ones are displayed on the left while searching:

Pro Tip: Any number of filters can be used simultaneously. If too many results appear in your search, using filters will help bring up more relative results.

Reviewing Results

Next, we will talk about reviewing your results. While you are creating a spending search, there will be five tabs that display the results differently:

The ‘Purchases’ tab will show individual purchase orders. By default, the search will show the most recent purchase order in descending order. You can also click on the description of the purchase order to see the full purchase order details.

The ‘Agencies’ tab will show agencies that have purchased any of your key terms. By default, this will show you the agency that spent the most. You can also view their individual purchase orders to see what they are buying.

The ‘Agency Contacts’ tab will display all of the contacts that we have for any of the matching agencies from your search. In most scenarios, a phone number, email, or both will be available for them.

The ‘Companies’ tab will show vendors that have sold any of your key terms. By default, this will show you the company that sold the most. You can also view their individual purchase orders to see what they are selling.

The ‘Analytics’ tab will reference statistics related to the purchase orders, agencies, and companies.

The ‘PEAK SPEND’ Graph displays when money was spent on your referenced key terms.

The ‘TOP 10 COMPANIES BY SALES AMOUNT’ section shows vendors that have made the most in dollars, and the ‘TOP 10 COMPANIES BY LOWEST PRICE’ section shows vendors that were awarded the lowest price on a particular purchase order.

Finally, the ‘AVERAGE PRICE’ graph will detail show you the most common pricing for your key terms.

Saving a Search

Save the search by pressing the ‘SAVE’ tab to the right of the ‘SEARCH’ button. Next, you will be required to enter a name for the search, then press ‘save’ again.
Step 1:
Step 2:

Please note: The search name of ‘1806 report’ is for illustration purposes only. The name can be anything that you wish.
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