How do I generate a Vendor Approvals report?

Generate a report of all filtered approvals from the Approval Landing Page. The report includes both visible and hidden columns.

1. Navigate to the Approvals Landing Page.
2. (Optional) Filter select the Approvals Landing Page to limit the data presented in the report.
   1. Select the Table Settings button.

      A dialog box appears.

   2. In the dialog box, deselect the columns you do not wish to include in the report.
3. Select the Export button.
4. A dialog box appears, confirming the system will send an email to the address on file.
5. From the email, select the link.

   Note: The link expires in 24 hours. After 24 hours, you will need to export the report again.

6. If prompted, enter your User Name and Password.
7. Open the report in a program that reads .XLS files.

   Notes:

   • This is an Excel file type.
   • The Open with option is selected by default. To save the file without opening it, select Save File before selecting OK.

Report Output

• Vendor
• Status
• Activity
• Completed
• Request
• Workflow
• RMP

  Note: If Yes, the column lists the names of the RMPs.

• Notes
• Attachments
• Contract Size
• Scope of Work
• Vendor Rating
• Fin. Rating
• CDI Status
• SCL
• ACL
• Risk Rating
• Vendor Tags
• Tasked Users
• Diverse Business
• Union Affiliation
• Data Valid Until

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Last Published Monday, October 24, 2022