XPress Reports

The XPress Reports submenu contains the following options:

Option	Description
XPress Request Activity by Group report	This report shows activity by CSR to manage workload and status.
XPress Awards by Supplier and Category report	This report shows the % of spend by supplier within a category to determine how much you are spending with each supplier. This enables an organization to determine whether some suppliers are receiving a disproportionate share of business and whether diversity policies are being followed, for example.

XPress Request Activity by Group Report

This report provides managers with visibility into the volume and amount of XPress requests by group. Managers can quickly see the spend under management in their group and drill down to view how the workload is allocated across their group. Individual print purchasers can display their list of active requests organized by phase.

You can filter the data in this report by start date and end date.

If you are a manager of a group, this report automatically displays a list of the groups you manage. If you are a CSR with active requests, the XPress Requests Activity by CSR report displays showing requests currently assigned to you.

XPress Request Activity by Group Section

This section provides a list of the groups that you manage directly and an overview of the activity by group.

Field	Description
Group	Name of user group. Select the group name to drill down to view a list of the CSRs/purchasers in this group.
Number of Requests	Number of active requests currently being processed by this group.
Total Request Value	Total budgeted value of requests for this group.

XPress Request Activity by Group Chart

This report includes a graph showing the budgeted value of active requests by CSR in descending sequence.

XPress Request Activity by Group

This section provides a list of the CSRs/purchasers who are members of the selected group and their assigned workload.

Field	Description
Customer Service Rep	Name of user who is the designated CSR on a request. Select the user name to see a list of requests that this CSR is currently processing.
Number of Requests	Number of active requests currently being processed by this CSR.
Total Request Value	Total budgeted value of requests for this CSR.

This section provides a list of the subgroups that are part of the selected group.

Field	Description
Group	Name of user group. Select the group name to drill down to view a list of the CSRs/purchasers in this subgroup.
Number of Requests	Number of active requests currently being processed by this group.
Total Request Value	Total budgeted value of requests for this group.

XPress Requests by CSR

This section provides a list of the requests that the selected CSR is managing.

Field	Description
Phase	Name of request phase.
Phase Total	Sum of budgeted value from all requests in this phase.
Title	Name of request.
Job Type	Type of job that describes this request.
Quote Due Date	Date that a pricing quote is due from supplier.
Requestor	Name of internal customer who submitted request.
Organizational Unit	Name of internal customer's business unit.
Budgeted Value	Budgeted value of individual request.
Total	Total budgeted value for all requests managed by this CSR.

XPress Awards by Supplier and Category Report

This report shows the percentage of spend by supplier within a category to determine how much you are spending with each supplier. This enables an organization to determine whether some suppliers are receiving a disproportionate share of business and whether diversity policies are being followed, for example. Statistics by supplier include invitation, participation, and awards percentages and award rank based on amount.

You can filter the data in this report by the following:

Time Period Beginning At and Time Period Ending At
Category

XPress Awards by Supplier for Category Chart

This section shows the distribution of spend by supplier in a graphic, enabling you to quickly identify which suppliers comprise the largest portion of awards for the selected category and time period.

XPress Awards by Supplier for Category Table

This table lists suppliers ranked by total awards from highest to lowest.

Field	Description
Rank	Relative position of this supplier compared to other suppliers based on award amounts for the selected category and time period.
Supplier	Supplier company name
Award Amount	Total amount awarded to this supplier for selected time period and product category. Select the award amount to see a list of the requests that were awarded to this supplier.
# Requests	Total number of request invitations that were sent to this supplier.
% Invitation	Percentage of total invitations that included this supplier. % Invitation = (Number of invitations to this supplier/Total number of invitations) multiplied by 100.
% Participation	Percentage of invitations that this supplier bid on. % Participation = (Number of requests that this supplier bid on/Number of requests to which this supplier was invited) multiplied by 100
% of # Awarded	Percentage of awards to this supplier based on number of requests. % of # Awarded = (Number of requests awarded to this supplier/Total number of requests awarded) multiplied by 100
% of Award Amount	Percentage of awards to this supplier based on amount. % of Award Amount = (Total amount awarded to this supplier/Total amount awarded) multiplied by 100
Supplier document	Choose the supplier icon to view the supplier management record.

XPress Awards by Supplier for Category (Detail)

This report shows a listing of the XPress awards for a given supplier when you drill down from the Award Amount on XPress Awards by Supplier for Category report.

XPress Awards by Supplier for Category (Detail) Table

The table below the chart lists awards for this supplier ranked by total spend from highest to lowest.

Field	Description
Request ID	Request number
Title	Request Name
Owner	User name of person who entered the request
Organizational Unit	Business unit of the document owner
Job Type	Name of the job group for this request
Line Item Description	Description of line item
Award Date	Date the award was created.
Quantity	Quantity awarded of this line item.
Unit Price	Price per unit of measure
Award Amount	Extended amount = Quantity multiplied by Unit Price