Purpose
This report provides a quick reference of all supplier contact details, useful for outreach, supplier management, or recordkeeping. It helps ensure your supplier database is up to date and can support purchasing or compliance tasks.
To learn more about creating customer reports, please view our Custom Reports Overview guide.
Report Setup
Base:
Supplier
Fields to Include:
| Supplier Name | Name of the supplier |
| Contact First Name | First name of the primary contact |
| Contact Last Name | Last name of the primary contact |
| Supplier Created | Date the supplier was added to the system |
| Contact email address |
Filters (Optional for Dynamic Viewing)
| Filter | Use Case |
| Supplier Created is after [date] | View only recently added suppliers |
Tips
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Use this report quarterly to review and update outdated supplier contact information.
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Filter by recent creation date to focus on newly onboarded suppliers.
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Combine this report with purchasing data to assess supplier performance.