Sourcing Reporting Part 3 - More types of reports and best practices.

 

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


An overall view of event activity. This report is a compound report that includes the following components:

  • Number of Projects by Project Type, with data on the total number of each type of event.
  • Number of Suppliers Participating, with data on the total number of participating suppliers by event type.
  • Number of Users Completing Projects, with data on total events for each user by event type.
  • Total Values by Quarter, with data on event item historic spend by event published quarter.
  • Total Values by Project, with data on event item historic spend for each event.
  • Top 5 Commodities Sourced by Project Type, with data on the five top-level commodity categories with the largest number of events.


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

 

  • Number of Projects by Project type—Number of events for each event type.
  • Number of Suppliers Participating —Number of participated suppliers for each event type.
  • Number of Users Completing Projects—Number of events for each owner.
  • Total Values by Project— Historic spend for each event.
  • Total Values by Quarter— Historic event spend by published quarter.
  • Top 5 Commodities Sourced by Project Count—The top-level commodity categories with the top five number of events.


PROJECT ANALYSIS REPORTS

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

 

  • Active Projects by Owner— Active projects of every type for each owner.
  • Active Projects by Status— A list of active projects by project status.
  • Actual Savings Report— A comparison of sourcing project savings and spend from baseline to implement to actual spend.
  • Baseline Spend by Project— The baseline spend for projects in each commodity category.
  • Duration of Projects by Start Date— The duration of projects in each commodity category.
  • Late Projects by Owner— Each project owner’s late projects.
  • Pipeline Report— A list of planned projects.
  • Savings by Project— Sourcing project savings in each commodity category.
  • Project Quarterly Report— The sourcing projects with start or end dates in the current quarter.
  • Project Gantt Chart by Start Date (XLS)—A chart of sourcing projects; use the associated Excel template to export the pie chart.
  • Projects to End in the Next 3 Months— The sourcing projects that are due to end in the next three months for each commodity category.
  • Projects to Start in the Next 3 Months— The sourcing projects that are scheduled to start in the next three months for each commodity category.
  • Savings Detailed Report— A detailed view of project spend and savings, which allows you to easily compare savings performance for projects by examining baseline, estimated, negotiated, and implemented savings and spend side-by-side.
  • Savings Summary Report— A higher-level comparison of project spend and savings, which provides basic information about savings performance for projects with a side-by-side comparison of savings figures.
  • Sourcing Project by Type and Start Date—Sourcing projects organized by event type.


GET YOUR HANDS ON THE INFORMATION THAT MATTERS!


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

 

  • Aggregate Spend and Savings by Commodity
  • Number of Events by Event Type
  • Number Events Created by User
  • Number of Sourcing Projects Started
  • Number of Suppliers Participating
  • Number of Users Completing Projects
  • Number of Users Creating Events by Event Type
  • Number of Users Creating Projects
  • Supplier Participation by Event Type
  • Total Baseline Spend by Project
  • Total Events by Commodity
  • Total Historic Value of Events
  • Total Value of Events (Baseline Spend and Lead Bid Total)


User Ability Reports

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

 

User Names and Permissions—

This report displays user counts by user ID, user, active status, last login date, Create Internal Contract Workspace Ability, Create Sales Contract Workspace Ability, Create Procurement Contract Workspace Ability, Create Sales Contract Request Ability, Create Sourcing Project Ability, Create SPM Project Ability, and Create Supplier Project Ability in detail view. Drill down or filter data further by all of these fields. By default, the report only displays data for active users with login dates in the last month.

 

Reporting Best Practice Tip
To balance the need for summary and detail, you need to consider what the report will be used for. To show an overview of event participation by event, supplier, or commodity, for example, use a summary report. To examine line level details for a specific event, commodity, or supplier, use a detailed report.
        • For a summary report, use the dimensions for the summary information as rows. Place dimensions used for drilling into the data as page fields.
        • For a detailed report, place the detailed dimension or level as rows. Also, create a parameterized report to require that analysts filter the report before running it to reduce the scope of the query. To balance the need for summary and detail, you need to consider what the report will be used for. To show an overview of event participation by event, supplier, or commodity, for example, use a summary report. To examine line level details for a specific event, commodity, or supplier, use a detailed report.
        • For a summary report, use the dimensions for the summary information as rows. Place dimensions used for drilling into the data as page fields.
        • For a detailed report, place the detailed dimension or level as rows. Also, create a parameterized report to require that analysts filter the report before running it to reduce the scope of the query.

         

        Sourcing Reporting Part 1

        Sourcing Reporting Part 2

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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.