Generating Buying and Selling Intelligence Reports
Exporting Report Data to a Spreadsheet
Sourcing Intelligence provides all the analytic and transactional reporting for your Sourcing application. As buyers and suppliers collaborate on procurement-related activities both price savings and efficiencies occur as a result of the increased amount of information flowing through the system. Sourcing Intelligence promotes the increased efficiency by enabling visibility and analysis of system transactions. You can use Sourcing Intelligence to:
Track trends of purchases over time.
Identify potential savings opportunities.
Identify negotiation opportunities.
View summary reports that allow additional details.
You can view the reports online, or export and open the reports in a third-party software application (such as spreadsheet software) where you can analyze and format the numbers at your discretion. See Exporting Report Data to a Spreadsheet
You can generate any of the following Sourcing Intelligence reports :
You can conveniently view report data online, but at times, you may want to export the data to a spreadsheet application where you can analyze and format the numbers at your discretion. There are two main steps in this process:
Exporting the spreadsheet file.
Opening the spreadsheet file in a spreadsheet application.
On the system, you can easily export the report data to a tab-delimited file that can be opened in most spreadsheet applications. In a tab-delimited file, the fields are separated by a tab character, but the text has no special formatting characters. These files are very flexible and can be opened by many software applications including spreadsheet software.
The column headings and data you see in the report are exported to a file that includes such information as the System Name, Company, Report Name, Time Frame, and User Name.
The Export to File feature exports all records for the report even if only a subset of the records are displayed online. For example, a report may consist of 180 records of which only 25 or 50 are shown online. However, when the results are exported, all 180 records are exported to the spreadsheet file.
To view transactions in all currencies:
When you view transactions for a selected currency in a report, only transactions for that selected currency are displayed. However, if you want to view all transactions completed in all currencies, you can export the report data to a spreadsheet.
In the spreadsheet, transactions for all currencies, including the selected currency and the currency code, are displayed.
To export report data to a spreadsheet:
Generate the intelligence report of your choice. See Generating Buying and Selling Intelligence Reports
After you have generated your report, click Export to Spreadsheet at the bottom of the report page.
You are prompted to save the file. (If you see an Unknown File Type window, click Save File...) Save the file to the drive/location of your choice. The report data is saved with the default file name of the report.
To open the spreadsheet file in a spreadsheet application:
After the file is saved, you can open the file in most spreadsheet applications, such as Microsoft Excel:
To quickly open the file in Excel, double-click the spreadsheet file. This launches the application and displays the selected spreadsheet file.
Alternately, start your spreadsheet software and open the spreadsheet file in the application:
When you open the file, the spreadsheet software may use a Wizard that displays the steps to open the file. For example, in Excel, the Text Import Wizard asks you to choose the file type that describes your data (Delimited or Fixed Width).
Select Delimited. You will then be asked to set delimiters for your data.
Choose Tab. Do not change the tab appearance in the file.
Note:If you cannot find the spreadsheet file when you use the Open dialog box of the spreadsheet application, make sure that you are pointing to the correct directory, and set the File Type in the dialog box to All files.
Each row in the spreadsheet provides detailed information about transactions that your company has performed on the system.
On the Negotiations Home page, click the Reports tab.
The Sourcing Reports page displays information on the reports in the system. It also gives a breakdown by negotiation type of the total amount of money transacted. Click the link for the report you want to run.
Enter any search criteria into the appropriate fields, and click Go. (Not all reports have all of the following search criteria.) An asterisk (*) indicates a required field:
*From and Through Date - Enter a date range for extracting and summarizing transactions.
Currency - Select the currency of interest. If left blank, the report defaults to your ledger currency.
Category (if available) - Select the category of interest using the search icon next to the field.
Suppliers(if available) - Select the suppliers of interest using the search icon next to the field.
Once the report displays, click Show Chart (if available) for a graphical representation of the report.
Click Export to Spreadsheet to download the report, if desired. See Exporting Report Data to a Spreadsheet
The Awards by Supplier report displays a summary of all awards made by the buyer to supplier(s). For each supplier, the report shows the total amount generated by each sourcing transaction.type (bid or quote), as well as the total amount awarded to this supplier. You can sort the report by clicking on the any of the underlined column headings .
To run the Awards by Supplier report, see Running Reports.
Notes: Note the following when generating and evaluating report information
Any report displaying calculated amounts does not include any RFI amounts.
Amounts do not include lines where award quantity and award amount are unspecified.
Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity. If Current Price is not available, savings is zero.
The Savings by Category report displays your total savings broken down by item category . The report is sorted by category, with the category with the highest productive award appearing first.
To run the Savings by Category report, see Running Reports
Notes: Note the following when generating and evaluating report information:
When entering a category search parameter, the report reflects only the system-hosted catalog item categories.
Any report displaying calculated amounts do not include any RFI amounts.
Amounts do not include lines where award quantity and award amount are unspecified.
Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. If Current Price is not available, savings is zero.
Once you have generated a Savings by Category report, you can generate a Savings by Item report for the items listed.
Once you have the Savings by Category report generated, you can further drill down into the categories and display how much you have generated by item within that category. You click the category to obtain a list of items within that category and how much revenue you have received off that item. For each supplier, the report shows the total amount paid to this supplier.
To run the Savings by Item report, see Running Reports
Note the following when generating and evaluating report information:
When entering a category search parameter, the report reflects only the system-hosted catalog item categories.
Any report displaying calculated amounts do not include any RFI amounts.
Amounts do not include lines where award quantity and award amount are unspedified.
Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. If Current Price is not available, savings is zero.
The Awarded Bids Detail report displays detailed information about auctions for which business has been awarded. You can view the supporting awarded bid by clicking the Auction number or Bid number.
To run the Awarded Bids Detail report, see Running Reports
Note: For the Auction Outcome report parameter, select Standard Purchase Order, Blanket Purchase Agreement, or All Outcomes.
Note the following when generating and evaluating report information:
When entering a category search parameter, the report reflects only the system-hosted catalog item categories.
Any report displaying calculated amounts do not include any RFI amounts.
Amounts do not include lines where award quantity and award amount are unspecified.
Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. If Current Price is not available, savings is zero.
The Awarded Quotes report displays information about the selected RFQs that have been awarded in the system. You can view individual quote details by clicking the quote number.
To run the Awarded Quotes report, see Running Reports
Note: For the Auction Outcome report parameter, select Standard Purchase Order, Blanket Purchase Agreement, or All Outcomes.
Note the following when generating and evaluating report information:
When entering a category search parameter, the report reflects only the system-hosted catalog item categories.
Any report displaying calculated amounts do not include any RFI amounts.
Amounts do not include lines where award quantity and award amount are unspedified.
Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. If Current Price is not available, savings is zero.