This article provides step-by-step instructions on how to access the reports section and download reports for your enterprise, along with a detailed reference of available report types and their contents.
Prerequisites
You must have one of the following roles to run reports:
Super Admin
Local Group Administrator
Panel Administrator
Local Group Manager
Note: Buyers do not have the ability to run reports. Depending on your level of access, some reports may not be accessible to you.
Steps to Access and Download Reports (Exported Data)
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Access the Reports Section.
Navigate to the Admin Tools menu.
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Select View Reports. This menu option is available either in the main menubar or on the homepage.
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Select a Report Category.
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Choose one of the options from the left-side menu.
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Set Report Parameters (if applicable).
For some reports, you may be asked to select specific Supplier lists or Local Groups.
Click the drop-down list to select from the options provided.You may also be asked to select a date range.
Click the boxes under the From: and To: headings to open a calendar to choose dates.
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Download the Report.
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Click the blue Download button.
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Validation.
Your report will be downloaded as a CSV document that you can open in Microsoft Excel.
Reference: Available Report Types and Details
Enterprise Summaries (Viewable within the platform)
These summaries do not export; they provide an immediate view within the platform.
Summary: Provides a summary of the number of active users, local groups, enterprise supplier lists, and total requests (active and in draft).
Internal Requests: A list of the latest 500 internal requests. These are requests raised by users within your enterprise.
External Requests: A list of the latest 500 external requests. These are requests raised by users outside of your enterprise, where your supplier lists have been shared with other enterprises.
Local Group Requests: Provides a summary of the number of requests that have been created per local group.
RFx Reports
These reports are all exported into a CSV document.
| Report Name | Parameters | Content Included |
|---|---|---|
| RFX's from internal buyers | Select a specific supplier list and/or local group, or select all. Specify a date range for RFx creation, or leave blank. |
RFx details, Buyer info, RFx dates, No. Suppliers Notified & Responded, etc. |
| RFX's from external buyers | Similar to the internal buyer report. |
Same information as the report for internal buyers, including the buyer's Enterprise. |
| Successful responses for RFX's from internal buyers | Select a specific supplier list or select all. Specify a date range from the date the RFx was advertised, or leave blank. |
RFx details, RFx Dates, Buyer info, Successful supplier contact info, Response price, etc. |
| Successful responses for RFX's from external buyers | Similar to the above. |
Same information as the report for internal buyers, including the buyer's Enterprise. |
| MPE RFX's from internal buyers | No specific parameters mentioned. | Shows the status of each RFx that is using Multi-Party Evaluation (MPE), including RFx details, Buyer info, MPE status and dates, etc. |
Note: Reports regarding 'External Buyers' are only available for enterprises that share their supplier lists with other enterprises.
Local Group Reports
These reports are all exported into a CSV document.
| Report Name | Content Included |
|---|---|
| User Contact Details | Shows the contact information details of each user you have access to. Includes: each User's Contact Information, Local Group, Registration date, User Type, etc. |
Note: A Super Admin can see details of all registered users. A Local Group Admin or Manager will only see details of users they have access to manage.
Supplier List Reports
These reports are all exported into a CSV document.
| Report Name | Parameters | Content Included |
|---|---|---|
| Internal List usage by Local Groups | Select a specific supplier list and/or local group, or select all. Specify a date range from the RFx advertised date, or leave blank. |
Lists the local group and the number of RFX's posted against each supplier list. |
| Internal List usage by Monthly RFx's | Select a specific supplier list and/or local group, or select all. Select the calendar year. |
Lists the supplier list(s) and the number of requests created in each month of the year selected. |
| Internal List usage by RFx Value (INTERNAL BUYERS ONLY) | Select a specific supplier list and/or local group, or select all. Specify a date range from the RFx advertised date, or leave blank. |
Shows the aggregated count of the indicated value of each Internal RFx posted to supplier lists by local groups. Lists the supplier list(s) and the number of requests created by the indicated value set by the buyer. |
| List usage by RFx Value (INTERNAL & EXTERNAL BUYERS) | Select a specific supplier list or select all. Specify a date range from the RFx advertised date, or leave blank. |
Shows the aggregated count of the indicated value of each RFx posted to supplier lists by internal & external buyers. |
| External List usage by Local groups | Similar to 'Internal List usage by Local Groups'. |
Shows the number of Internal RFX's posted to each external supplier list by local groups. |
| External List usage by Monthly RFx's | Similar to 'Internal List usage by Monthly RFx's'. |
Shows the number of Internal RFX's posted to each external supplier list by monthly frequency. |
| External List usage by RFx Value | Similar to 'Internal List usage by RFx Value'. |
Shows the aggregated count of the indicated value of each Internal RFx posted to external supplier lists by local groups. |
Supplier Reports
These reports are all exported into a CSV document.
| Report Name | Parameters | Content Included |
|---|---|---|
| All Supplier Contacts | Select a specific supplier list or select all lists. |
Suppliers info such as Business Name, Business Number, Primary Contact Details, List info, Registered Date, etc. |
| Dormant Supplier Contacts | Select a specific supplier list or select all lists. Specify how many months to look back at last login (e.g., if you select '6 months', it lists profiles where last login was more than 6 months ago). |
Supplier's information such as their Business and Contact details, Last Login Date, etc. |
| Supplier Engagement | Select a supplier list. Specify a date range from the RFx advertised date, or leave blank. |
Lists all suppliers on the list with the number of RFX's they have been sent, responses they have sent back, and how many were successful, declined, and undecided. |
| Supplier Opportunities (by Supplier List) | Select a supplier list. Specify a date range from the RFx advertised date, or leave blank. |
Lists all suppliers on the list (where they have been sent an RFX), RFX details and dates, Buyer information, Response and Decision details, etc. (Data entered after 1st March 2012 only). |
| Supplier Opportunities (by Individual Supplier) | Select a supplier list and a supplier on that list. Specify a date range from the RFx advertised date, or leave blank. |
Lists the Supplier List info, Supplier Contact info, and all requests they have been sent on the selected list including all request details and response status (Data entered after 1st March 2012 only). |
| Supplier Performance | No specific parameters mentioned. Only supplier lists with complete & active Surveys are listed. |
Lists each supplier that has been sent a survey and the result of the survey. |
| Supplier Response Status | Select a supplier list and a supplier on that list. |
Lists all requests the supplier has been sent on the list including Request details, Buyer info, Supplier info, Response details, etc. |
| Supplier Compliance Status | Select a specific supplier list or select all lists. |
Lists all suppliers status for each compliance item assigned to them on the supplier list, including information on submitted expiry date, date approved/declined, etc. |
| Supplier Qualification Status | Select a specific supplier list or select all lists. |
Lists all suppliers status for each qualification item assigned to them on the supplier list including item status, date approved/declined, etc. |
| Supplier Qualification Answers | Select a specific supplier list or select all lists. |
Lists each qualification question and the answer provided by each supplier registered on the list. |
Category Reports
These reports are all exported into a CSV document.
| Report Name | Parameters | Content Included |
|---|---|---|
| RFX categories | Select a specific supplier list or select all lists. |
Lists the RFX details, Buyer info, RFX dates, Category and sub-category selections. |
| Suppliers on individual categories | Select the supplier list, category, and sub-category. |
Lists all suppliers on the selected list, category, and sub-category including their Business and Contact info. |
| All Suppliers on all categories | Select a specific supplier list or select all lists. |
Lists Supplier List info, Category info, Supplier info, etc. |
| Category structure | Select a specific supplier list or select all lists. |
Lists each supplier list and the category and sub-categories assigned to each list. |