Sourcing Reporting Part 2 - Types of reports and best practices.

 

ARIBA NETWORK USAGE REPORTS
These reports are all available OOTB (Out-of-the Box):

 

Contract Supplier Transactional Report
This report displays procurement contract workspace amounts, durations, project counts, and proposed contract amounts by status, state, affected parties (ERP supplier, matched supplier ID, supplier AN number, supplier fax number, year founded, and ERP supplier ID), supplier (contact phone number, email, first name, and last name), contract ID, contract status, term type, project ID, process status, and hierarchy type in detail view. By default, the report displays data for procurement contract workspaces with start date in the last month. Drill down or filter data further by any of these fields.


Supplier Transactional Report
This report displays event supplier participation bids submitted, total bids and bid quantities by lot ID, event status, event type, test event status, awarded status, event close date, invited status, participated status, and event ID in detail view. By default, the report displays data for events with closed dates in the last month. Drill down or filter data further by any of these fields.


EVENT REPORTS
These reports are all available OOTB (Out-of-the Box):


Event Participation Report
An overall view of participation in events. This report is a compound report that includes the following components:


Event Spend Summary, with data on historic spend, lead bids submitted by incumbents, lead bid total, lead bids pending award, awarded spend, lead bid savings, awarded savings, savings for lead bids pending, potential event savings, potential event savings percentage, and average target savings percentage


Event Overview, with data on the total number of events, commodities, and bids


Event Participation Summary, with data on the total number of invited, accepted, declined, participated, and awarded suppliers


Lot Summary, with data on total lots and total awarded, pending, and unawarded lots.

 

Event Spend Summary report: This report is parameterized on event type, so you must choose the event types you want to run it for. Filter further by commodity, event status, event type, event template, region, currency, test event status, department, and user.


RFI Report
An overall view of your organization’s RFI activity. This report is a compound report that includes the following components:


Event Overview, with total number of events and commodities


Event Participation Summary, with data on the total number of invited, accepted, declined, and participated suppliers.


Questions Summary, with the average number of RFI questions


RFI Event Details report


Supplier Participation Report
An overall view of event activity by specific suppliers. This report is a compound report that includes the following components:


Event Participation Summary, with data on the total number of events invited, accepted, declined, participated, awarded, and the total number of bids for the supplier


Event Spend Summary, with data on historic spend, total bid, lead bids submitted by incumbents, lead bid total, awarded spend to the supplier, and awarded savings from the supplier.


Lot Participation Summary, with total lots invited, accepted, declined, participated, and awarded, and acceptance and participation percentages for the supplier


Participation Event Analysis report


Participation Event Spend report: This report is parameterized on supplier and event type, so you must choose the event type and supplier you want to run it for. Filter further by supplier, commodity, event status, event type, region, currency, test event status, department, and event template.


DETAILED REPORTS
These reports are all available OOTB (Out-of-the Box):


Accepted Suppliers Summary--Accepted suppliers for each event.


Awarded Suppliers Summary—Awarded suppliers for each event.


Declined Suppliers Summary— Declined suppliers for each event.


Event Overview Report—Basic data on all events such as number of events, commodity count, and # of bids submitted.

 

Event Participation Report— An overview of supplier event participation.

 

Event Spend Summary An overview of event spend, bid, and savings.

 

Lot Summary— Basic data on event lots.

 

Participated Suppliers Summary— Event participation information for suppliers.

 

Participated Event Analysis —Lot, bid, and savings details for supplier participation in events.


Participation Event Spend Analysis— Spend and lead bid data for events.


Participation Event Summary —An overview of bid, spend, and savings data for participating suppliers.


Participation Lot Summary— A high-level view of supplier participation.


RFI Event Details Report— Question and supplier data for RFI events.


Participated Event List— A list of events suppliers have participated in, w/ an overview of bid, spend, savings, and awarded data.

 

 

Reporting Best Practice Tip

Folders and Personal Workspaces provide a way to organize the reports, tasks, and other documents you use frequently. Your ability to use folders and documents depends on the Ariba Spend Management solution your company has purchased. Each Ariba Spend Management user who can save reports has a Personal Workspace. Personal Workspaces are only visible to the user. Your ability to save reports depends on the Ariba Spend Management solution your company has purchased.


The Public Reports folder provide a way of sharing reports with other users. All folders in the Public Reports folder are visible to other users. High-level users can save reports to public folders, where other users can see and copy them. Users can also place reports in public folders but restrict access to them. The reports you place in public folders cannot be edited by other users.

 

Next Post: Sourcing Reporting Pt.3

Previous Post: Sourcing Reporting Pt.1

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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.