Export Purchase History of items ordered from Quartzy

Note: Only labs at US institutions can buy from Quartzy. If you would like to access this feature, please email [email protected].

Create a custom report that includes the order details for all items bought from Quartzy. Follow the instructions below!

1. From the Requests module, start by activating the Quartzy Items Toggle under the Filters on the left sidebar.

quartzy_items_only_toggle.png

2. Use the Status Navigation Bar and select from the Filters to further customize your view.

Click Export.

quartzy_toggle_status_nav_filters_requests.png

3. Choose from the following exporting options and then click Export File.

(A) Only export requests that match the current view.

export_requests_currently_filtered.png

(B) Export requests submitted within a certain date range AND match the current view.

export_requests_filters_and_date.png

4. Open the CSV file that downloads to your computer. Under the Vendor column, note that Quartzy will appear first with the manufacturer listed after in parentheses.

 

Next Up: Learn how to view additional order information on the Purchase History page

 

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