Supplier Reports

You can view a report that gives you information about a supplier. Choose the report name to view more information about the report.

Summary of Supplier Activity (12 Months) Report

This report provides a list of events and documents related to a given supplier over the last 12 months. A supplier manager can easily see a summary of activity by RFx, auctions, agreements, Xpress requests, and projects to review a supplier's participation and award levels.

The following is a description of the fields in this report.

Supplier Activity Summary by Area

This section includes the number of events or documents by area, giving a quick snapshot of the level of activity in each area.

Field	Description
RFx, Auctions, Agreements, XPress, Projects	Count of the number of events or documents that included this supplier.

The following sections detail the supplier activity by document/event type. Each section includes a list of the specific events or documents that included this supplier.

Supplier Activity - RFx

Field	Description
RFx	RFx document name
Round	Number indicating the round or phase of RFx negotiations
Description	RFx document description
Category	Product category name
Owner	RFx owner
Supplier	Supplier's company name
Created	Date this RFx was created.
Award Status	Current award status
Award Value	Amount awarded

Supplier Activity - Auction

Field	Description
Auction	Auction event name
Description	Auction event description
Category	Product category name
Owner	Auction owner
Supplier	Supplier's company name.
Close Date	Date the auction closes for bidding
Award Status	Current award status
Award Value	Amount awarded

Supplier Activity - Agreements

Field	Description
Agreement	Agreement name
Description	Agreement description
Category	Product category name
Owner	Agreement owner
Supplier	Supplier's company name
Effective Date	Date agreement became active
Status	Displays the current agreement status
Effective Through	Agreement end date
Expected Value	Total expected value for agreement. Calculated from sum of the expected value for each savings metric period.

Supplier Activity - XPress

Field	Description
XPress Request	Request name
Description	Request description
Category	Product category name
Owner	Request owner
Supplier	Supplier's company name
Created	Date the request was created
Status	Current request status
Award Value	Amount awarded

Supplier Activity - Projects

Field	Description
Project	Project name
Description	Project description
Category	Product category name
Owner	Project owner
Supplier	Supplier's company name
Created	Date the project was created
Risk Indicator	User-assigned assessment of project risk
Status	Current project status
Phase	Current schedule phase
Estimated Value	Estimated project value

Supplier Scorecard Report

This report contains an assessment of supplier performance for a specific time period, category, and geography. It provides a detailed view of a supplier's ratings by section and metric.

Note Note

The Supplier Scorecard Report is available only from the Scorecard tab, and only if you have created a scorecard for the supplier.

End of the note.

Tip: To publish the Supplier Scorecard report to the supplier's Workbench, choose Publish to Supplier and enter a Date to Publish on the Header tab of the Supplier Scorecard in a supplier record.

The following is a description of the fields in this report.

Summary

This report section includes an overall score and specifies the supplier, category, geography, and time period that this scorecard represents.

Field	Description
Overall Performance	The overall performance of the supplier.
Supplier	The name of the supplier.
Product Category	The name of the specific product category to which this scorecard pertains, or All if this scorecard applies to every category for this supplier.
External Category	The name of specific external category to which this scorecard pertains, or All if this scorecard applies to every category for this supplier.
Geography	The name of specific geographical region to which this scorecard pertains, or All if this scorecard applies to all geographies for this supplier.
Time Period	The name of the time period for the supplier performance evaluation.

Detail

This report section displays the scores, ratings, and weights for each section and metrics within a section.

Field	Description
Section	The name of the scorecard section into which metrics have been grouped.
Metric	The name of the metric.
Raw Metric	Raw data collected externally used to calculate a metric score.
Metric Target Score	The target score for the metric.
Metric Actual Score	The actual score that is calculated based on metric conversion rules.
Metric Rating	The metric rating, which may be Red, Green, or Yellow, depending on the comparison of the actual score to the target score.
Metric Weight %	The emphasis given to a specific metric relative to other metrics in the section.
Weighted Metric Score	Metric Actual Score * Metric Weight %
Section Score	The total of weighted metric scores for metrics in this section.
Section Weight %	The emphasis given to a specific section relative to other sections in the scorecard.
Weighted Section Score	Section Score * Section Weight %
Section Rating	The section rating, which is Green if all metric ratings are green, or Red if any metric rating is red.
Comments	Notes entered with raw metrics.

Overall Performance

This row contains a summary of scorecard results.

Field	Description
Section Weight %	The total of section weight %.
Weighted Section Score	The total of weighted section scores.
Section Rating	The section rating, which is Green if all section ratings are green, or Red if any section rating is red.

SRM Activity by Supplier Report

The SRM Activity by Supplier report provides an overall view of the activities planned for a supplier. A supplier manager can quickly see which items are scheduled in each time period and review the current status of those events.

This report is filtered by the following:

Time Period Beginning At and Time Period Ending At
Time Period Type

SRM Activity by Supplier Chart

This section includes a vertical stacked bar graph comparing the number of activities by time period. Each bar represents the number of items in a given time period with items are grouped by activity type.

SRM Activity by Supplier

This section shows a list of activities organized by Time Period.

Field	Description
SRM Activities	Name of activity.
Activity Type	Type of activity.
Status	Scheduled if due date is in the future; Overdue if due date has past and item is not complete; Done if Actual Completion date has been entered.
Time period	For the selected time period, either a due date or completion is displayed for the corresponding activity based on its current status.
Comment	Note for buy-side users with additional instructions or details about activity.

Activities

Viewing a Supplier Report

To view a supplier report:

In the supplier record toolbar, choose Reports and select the report to view from the menu. You see the report.
Optionally, bookmark the report.
Optionally, export the report as a PDF, Excel (XLS), or CSV file.
After you finish viewing the report, choose Close Window.

Note Note

For more reports including supplier data, see the Analysis.

End of the note.