The Vendor Report provides insight into which vendors you are doing the most business with, based on your transaction activity. This report helps you understand vendor performance, concentration, and overall contribution to your closed business.
Vendors begin appearing on the report as soon as they are associated with a transaction that reaches a Pending status. This allows you to see upcoming vendor activity early, even before transactions close.
Topics in this article:
Filtering The Report
There are several filtering options available at the top of the report allowing you to view the exact data you're looking for.
Filters available:
Scope: Choose to view a specific agent or ISA.
Type: View only Buyers, Sellers or All transaction types.
Select: Choose a specific vendor category to report on.
Predefined Date Ranges: Quickly view date ranges such as Last Month, This Year, Q4, etc. with just one click.
Custom Date Range: Select any custom date range from the calendar picker.
Pie Chart Breakdown
The pie chart in this report visually represents how your closed transaction volume is distributed across vendors.
Only vendors with closed transactions are included in the chart
The size of each slice reflects that vendor’s share of total closed volume
Vendors with only Pending transactions will not appear in the pie chart
This visualization makes it easy to spot vendor concentration and assess reliance at a glance.
Column Breakdown & Metrics
Each vendor listed in the report includes key performance metrics, such as:
Under Contract Units: The number of transactions that went Pending during the date range selected in this report, regardless of current status.
Closed Units: The number of transactions that Closed during the date range selected in this report.
Closed Units %: Percentage of Closed units compared to all vendors.
Closed Volume: Total Closed transaction volume.
Closed Volume %: Percentage of total Closed volume attributed to that vendor.
These metrics allow you to quickly compare vendor performance and identify your top performers.
You'll see this icon 
in the header of each column in the report. This indicates the column is sortable by clicking the column header.
