Running Reports in Mountaineer Marketplace

These instructions show you how to run reports in Mountaineer Marketplace. 

Resources:

• View a detailed PDF guide showing how to run reports.

• View a demonstration video. (To view the video, you may need to disable your popup blocker.)

• View the PCPS webpage.

• Email pcps@mail.wvu.edufor assistance. 

Running Reports in Mountaineer Marketplace:

1. Access Mountaineer Marketplace.

2. In the upper left corner icon panel of Mountaineer Marketplace, click the Orders and Documents icon.

3. Click All Orders to retrieve all documents you have permission to view. You can also specify a document type to view.

4. After records have been retrieved, you can

   1. Change the type of document.

   2. Specify a date range.

   3. Access the advanced search filter screen and choose to filter by supplier, department, etc.

5. In the results, click the document number to see details about the purchase.

6. Click Back to Search Results.

7. Save or export by clicking either button in the upper right corner.

Save Instructions:

1. Give the results a nickname and choose the destination folder.  Add a new folder if you have not already created one.

Export Instructions:

1. Click the Export All drop down and choose Export All or Export Selected Rows. 

2. Name the export and click Submit. 

3. Click Manage Search Exports in the Success message.

4. Click the title to download the export.

5. A downloaded zip file is displayed at the bottom of your screen. After clicking it, you will need to extract the contents from the zipped file.  (Browsers may vary on specific steps.)