PERSONALIZE A GENERAL REPORT, and ADD TO A PERSONAL DASHBOARD

 

There may come a time when you need to keep an eye on a particular project, or perhaps you need to provide specific details to your executive management….well nothing to worry about!


In this Ariba Knowledge Nugget, you will see how easy it is to modify a general report (in this case, an All Projects report) that has all projects for all users and customize the report to only see one specific user’s projects. Then we will save the report to a user’s personal workspace and, finally, we will place the report in the personal workspace on the user’s home dashboard so that the report is easily available. Each user in your organization has to do this for themselves, but these activities will need to be done only once.


First, you need to create a custom version of the All Projects report for projects that you own and place it in your Personal Workspace. The current hit an error and mom and example report is for all projects, so it is appropriate for managers and to view the status of all projects.


To access the “All User” version, from your Dashboard click on Manage => Public Reports.01.jpg


In Public Reports, select the Legal Team Reports (click on the icon).02.jpg

In the Legal Team Reports folder, click on the icon for Legal Report v2.

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When you click on this, the report will run for all projects, all users. Next, you need to configure the report for just projects you own. Click on Edit.04.jpg

 

Best Practice Tips
    • Use the customizable dashboard functionality to further enhance visibility into procurement contracts. Dashboards can provide near or real time views into the status of impending renewals, compliance and utilization and overall spend against contracts. Such visibility can be leveraged to make an organization more nimble and responsive to market changes or supply disruptions. Only 17% of Best-in-Class enterprises currently leverage dashboards (The Aberdeen Group).
    • Reporting Requirements: Customers who have good idea of how they want to report out on data going into their implementation have an easier time as their system matures. When these decisions are made later in the implementation, the data entered into the system already might not be solid and consistent, and it gets harder and more time consuming to backtrack and correct errors or add information.

       

      The Refine Data screen will be displayed. For the Owner (Users): field, click first on the drop - down arrow, then on the Select Others.05.jpg

      Type any part of your name in the Search Criteria box and click Search. 06.jpg

      Find your name and click the checkbox. Then click Include. You will be returned to the Refine Data screen. Click Done.07.jpg

      The report will be displayed with only your projects. Click Save. 08.jpg

      On the Save Report screen, you’ll be prompted for a Report Name and a “Current Project”, which will be the location of your report. You may optionally simply save as is with the information provided or you may add your name to the report name, as displayed below. If you wanted to create this report for other users, you would want to distinguish your report from someone else’s in your personal workspace. Click Save. 09.jpg

      Click Home to return to your home Dashboard. 10.jpg

       

      Next: Ariba Knowledge Nuggets: Contracting How-To's - Part 2 (with screen shots)

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      Beverly Dunn is a Customer Success Manager with Ariba. All customers are invited to join the private Customer Success group on Ariba Exchange, where you can access the Customer Success Spotlights, Lunch 'n Learn Webinar calendar and replays, and the  Ariba Knowledge Nuggets.