A Appendix: Report Layouts
This appendix summarizes the suite of core reports supplied with the Reports module. Following the list of reports are details of common aspects of the report layouts and formatting.
Some common features are as follows:
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When selecting users in a filter, such as a Technologist, Process Manager, or Created By name, the user selector includes a text search on name (including the email address in the case of the fields being concatenated), for an individual user to be selected from the returned list. Alternatively, a partial text search can be applied using the Contains operator.
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For reports that include Process Activities, the default activity name field/filter (also within the lists of linked records) is the name of the activity's template. As the template name may be overridden in the Activity record, that field is available as an optional field/filter.
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For reports that include the Supplier or Site Billing Detail tables: If elements from these tables are included in a custom report, the expectation is that the report will be filtered on the Invoicing System, so there will be no multiplication of rows.
For further details of each report layout and its fields and filters, see Oracle Retail Supplier Evaluation Cloud Service Report Layouts.
Standard Reports
Table A-1 Standard Reports
| Report | Description |
|---|---|
|
CR26 Audits/Visits by Date Range |
The report provides a KPI trend analysis of completed Audits & Visits within a specified date range by supplier. A monthly analysis of the number of completed Audits/Visits, between specified date range is presented as table of the count of those with a completion date, sorted by audit/visit type, grouped by month of completion. Option is available to show the results by Audit Type. |
|
CR27 Sites with Audits/Visits Due or Overdue |
Three versions: a) Sites with Audits/Visits Due or Overdue; b) Sites with Audits/Visits Due or Overdue (per Supplier); c) Sites with Audits/Visits Due or Overdue (per Audit/Visit Type). The report searches due or overdue Audit/Visit, listing them by Site. The number of days due or overdue is calculated (+/- relative to the current date). Option is available to group the output by Supplier or by Audit/Visit Type. Separate reports can be run for due and overdue. |
|
CR28 Audits/Visits with Issues Overdue |
Three versions: a) Audits/Visits with Issues Overdue; b) Audits/Visits with Issues Overdue (per Supplier); c) Audits/Visits with Issues Overdue (per Audit/Visit Type). The report searches Audits & Visits that have overdue Issues, listing them by Site. The number of days overdue is calculated (+/- relative to the current date). Option is available to group the output by Supplier or by Audit/Visit Type. |
|
CR29 Assessments by Date Range |
The report provides a KPI trend analysis of completed Assessments within a specified date range by supplier. A monthly analysis of the number of completed Assessments, between the specified date ranges is presented as a time series chart. Option is available to show the results by Assessment Type. |
|
CR30 Sites with Assessments Overdue |
Three versions: a) Sites with Assessments Overdue; b) Sites with Assessments Overdue per Supplier; c) Sites with Assessments Overdue per Score Type. The report searches Assessments that are overdue, listing them by Site. The number of days overdue is calculated (+/- relative to the current date). Option is available to group the output by Supplier or by Assessment Type. |
|
CR31 Site References (Certificates) - All Valid / Overdue by Type |
Two versions: a) Site References (Certificates) - All Valid/Overdue by Type; b) Site References (Certificates) - All Valid/Overdue by Type (per Supplier); c) Site References (Certificates) - All Valid/Overdue by Type (per Certificate Type). The report searches Sites that have certificates (references). Option is available to group the output by Supplier or by Certificate Type. Two separate reports list certificates that are either overdue or valid (a certificate is considered to be overdue if its expiry date is passed the current date). |
|
CR32 Supplier/Site Contacts |
The report searches Contacts by role, listing the Supplier or Site Contact details by contact role for those that match the specified role. The granularity of the report is Contact, so the output is a single row per contact, with their roles concatenated within supplier roles and site roles columns. Provides a similar output to the Download to Excel action on the Contacts list view. Site code, name, type and technologist details are concatenated in the event of multiple sites. The output is a single row per contact, showing all the contact’s supplier/site roles – for example, if the filter was Main Contact, the output only include contacts that had that role, but the column in the report would show all the contacts’ roles. |
|
CR33 Process Status/Performance Summary |
Four versions: a) Process Status/Performance Summary; b) Process Status/Performance Summary (per Supplier); c) Process Status/Performance Summary (per Business Category); d) Process Status/Performance Summary (per Process Manager). The report searches Processes, with option to filter by a range of process launch dates. Option is available to group the output by Supplier, by Business Category, or by Process Manager. If the process is overdue, the number of days overdue is calculated (based on the current date). No. Days Overdue = the actual end date minus the proposed end date, using the date the query is executed if the actual end date is not set. The column will be empty/null if the result of the calculation is less than or equal to 0 (that is, that the proposed end date is after or the same as the actual end date / the date the query is executed.) |
|
CR34 Process Activity Status/Performance Summary |
Four versions: a) Process Activity Status/Performance Summary; b) Process Activity Status/Performance Summary (per Supplier); c) Process Activity Status/Performance Summary (per Business Category); d) Process Activity Status/Performance Summary (per Process Manager). The report searches Process Activities, with option to filter by a range of process launch dates. Option is available to filter by one or more specific activity types. Option is available to group the output by Supplier, by Business Category, or by Process Manager. If the activity is overdue, the number of days overdue is calculated (based on the current date). The report also includes Activities which are not yet Overdue, but where the Due Date is within a specified period from the date the report is run, using a relative date filter. The report can be used to show the name of the last (based on sequence) critical path activity completed and the name of the next (based on sequence) critical path activity due, plus the scheduled start and completion dates. |
|
CR35 Process Resource |
The report presents a bar chart of Processes, showing the number of working days for Teams, Roles and Individuals, based on the Activities associated with the Responsible users, by date range of activity scheduled start and end dates. Specify a date range as a relative value, such as this week, this month, or the next x months. The output can be narrowed by Process Type; Business Category; Process Name; Activity Name. |
|
CR48 Audit/Visit Issue Status |
Three versions: a) Audit/Visit Issue Status; b) Audit/Visit Issue Status (per Supplier); c) Audit/Visit Issue Status (per Audit/Visit Type). Similar to CR28 Audits/Visits with Issues Overdue, but includes Issues at any status (per the filter), rather than just Overdue Issues. Option is available to group the output by Supplier or by Audit/Visit Type. |
|
CR49 Audit/Visit Summary |
Three versions: a) Audit/Visit Summary; b) Audit/Visit Summary (per Supplier); c) Audit/Visit Summary (per Audit/Visit Type). The report searches for Audits/Visits based on the selected Filters. Issue Details can be included, but overall granularity is by Audit. Option is available to group the output by Supplier or by Audit/Visit Type. |
|
CR50 Audit/Visit Certificate |
The report searches for Audits/Visits based on the selected Filters. Non Conformance/Issue details are included, but overall granularity is by Audit. The report presents a page per Audit/Visit. Option is available to group the output by Supplier or by Audit/Visit Type. A maximum of 10 Audits/Visit may be selected per run. |
|
CR51 Assessment Summary |
Three versions: a) Assessment Summary; b) Assessment Summary (per Supplier); c) Assessment Summary (per Assessment Type). The report searches for Assessments based on the selected Filters. Option is available to group the output by Supplier or by Assessment Type. |
|
CR52 New Suppliers |
The report lists Supplier records with a Created On date that is newer than a specified period from the date the report is run, using a relative date filter. |
|
CR58 Process Summary |
Four versions: a) Process Summary; b) Process Summary (per Supplier); c) Process Summary (per Business Category); d) Process Summary (per Process Manager). The report searches Processes, based on the selected filters. If the process is overdue, the number of days overdue is calculated (based on the current date). |
|
CR59 Process Activity Summary |
The report searches Activities, based on the selected filters. If the Activity is overdue, the number of days overdue is calculated (based on the current date). |
|
CR60 Global Network Bus Errors |
The report is a listing of any errors that have occurred during the synchronization of data within the Global Network Bus (GNB) portal. As the GNB is only accessible by Oracle Hosting, it is not possible for system administrators or Oracle Support to monitor for integration issues. This report can be scheduled to run on the Global or Satellite portals. If any of the following web services listed in the Web Service Log have a status of Failed or Internal Failure in the past 24 hours (assuming scheduled to run every 24 hours), the error is reported. The following API web services are included in the reports referenced below:
|
|
CR61 Supplier Attachments |
Based on Attachments in the Supplier record, the report searches Suppliers where the specified filters are met, and returns a list of Attachment details. If no attachments are found for a Supplier, no result is returned for that Supplier. |
|
CR62 Site Attachments |
Based on Attachments in the Site record, the report searches Sites where the specified filters are met, and returns a list of Attachment details. If no attachments are found for a Site, no result is returned for that Site. |
|
CR74 New Sites |
The report lists Site records with a Created On date that is newer than a specified period from the date the report is run, using a relative date filter. |
|
CR75 Site Audit Summary |
The report provides a high-level summary of Site records, showing details from the Last and Next Audits of each audit/visit types. The report shows multiple rows per site, dependent upon the number of Audit/Visit Types against the site. For each Audit/Visit Types:
A status of Not Progressed is ignored. |
|
CR85 Sites with Audit-Visit |
The report lists Audits/Visits of a specified type, by Site. The search can be filtered to only include Audits/Visits at a particular status. If searching for completed Audits/Visits, a further refinement can be made using the completion date – for example, to list sites that have an Ethics audit, which has been completed in the last 12 months. This report can be used as a basis for determining which active sites do not have the specified type of Audit/Visit. This is achieved by running a separate report, using the Sites data source query, to generate a list of active sites. The two outputs can then be crosschecked in Excel, or similar tool, to determine which sites appear in the active list, but not in the list of those with a completed Audit/Visit. |
|
CR100 Site Assessment Latest Completed Scores |
The report focuses on the Assessment Score, for the Assessment Types selected in the filters. For each Site, the report output will contain:
The report output will contain a maximum of two rows per Site per Assessment Type. The default report granularity is the assessment record. If elements from the Supplier/Site Billing Detail tables are included in a custom report, the expectation is that the report will be filtered on the Invoicing System, so there will be no multiplication of rows. |
|
CR101 Site Assessments Latest Completed Responses |
Similar to Site Assessments Latest Completed Scores report in outputting just the latest and next Assessments for each Assessment type, but this report will also output the questions and responses for each qualifying Assessment. For each Site, the report output will contain:
The report output will contain a maximum of two rows per Site per Assessment Type multiplied by the number of questions. The report will include columns for Question Id, Question, Response (Score), and Comments, to give a row per Question. The Response column will be populated with the selected responses from the Assessment, with multiple selected checkbox responses concatenated. The Response column will include the score for the selected response if available. If no response has been given yet, the Response column will be blank. The default report granularity is the assessment record question. If elements from the Supplier/Site Billing Detail tables are included in a custom report, the expectation is that the report will be filtered on the Invoicing System, so there will be no multiplication of rows. |
|
CR102 Site Assessments All Responses |
Similar to Site Assessments Latest Completed Responses report in focusing on the Assessment Questions and Responses, but this report will allow the responses to any Assessments to be included, with no restrictions to just the latest and next Assessments of each type. The report will include columns for Question, Response, and Question Score, to give a row per Question. The Response column will be populated with the selected responses from the Assessment, with multiple selected checkbox responses concatenated. The Response column should include the score for the selected response if available. If no response has been given yet, the Response column will be blank. The default report granularity is the assessment record question. If elements from the Supplier/Site Billing Detail tables are included in a custom report, the expectation is that the report will be filtered on the Invoicing System, so there will be no multiplication of rows. |
|
CR103 Site Audits Latest Completed Scores |
The report focuses on the Audit Score, for the Audit Templates selected in the filters. For each Site, the report output will contain:
The report output will contain a maximum of two rows per Site per Audit Template. The default report granularity is the audit record. If elements from the Supplier/Site Billing Detail tables are included in a custom report, the expectation is that the report will be filtered on the Invoicing System, so there will be no multiplication of rows. |
|
CR104 Site Audits Latest Issues |
Similar to the Site Audits Latest Completed Scores report in outputting just the latest and next Audits for each type, but this report will also output the Issues/Corrective Action Details for each qualifying Audit. For each Site, the report output will contain:
The report output will contain a maximum of two rows per Site per Audit Template multiplied by the number of issues. The default report granularity is the audit issue record. If elements from the Supplier/Site Billing Detail tables are included in a custom report, the expectation is that the report will be filtered on the Invoicing System, so there will be no multiplication of rows. |
|
CR105 Policy Document Acceptance |
The report focuses on the acceptance log for External Users - Supplier & Site acceptance of the document (fields from the Internal Acceptance table will not be included). A single report output will contain the acceptance details for multiple Library Documents, dependent on any filters. Only Library Documents that have one or more entries in the External Users Acceptance table will be included. |
|
CR106 Supplier Evaluation Site Summary Scores |
The report focuses on each Site and will show summary-level data for each site's Supplier Evaluation Type scores: Soft coded columns will be available to expand the report.
|
|
CR110 Audit Outcome Summary |
The report is a form style report. The user applies filters in the report schedule to identify a specific Audit (or limited number of Audits) to be included in the report. The report uses a new Audit Outcome API data source, which is based on the Audits API data source plus a number of additional fields from the Audit's associated Site record (Status, Type, GLN, Top Grade, Business Unit, Business Categories, Technologists, and Custom Fields), as well as from the Contacts (Name, Email, Roles, and Phone). The report provides totals of the Audit’s issues/non-conformances (open issues, overdue issues, and total issues). For the tables of the site’s Contacts, in order to filter for specific contact roles, the filters must be applied to the report’s RTF template file. These filters cannot be applied to the report design or schedule because the data source is an API. See RTF Filtering. |
Reports Layout and Formatting
This section describes the common rules applied to the core reports, in terms of content layout and formatting. Further information on the styling of the core reports can be found in Appendix: Designing RTF Templates.
The following topics are covered in this section:
Multiple Rows and Concatenation in Tabular Reports
Depending on the level of granularity of the report, occurrences of multiple rows of data will either be output as separate rows, or concatenated into single cells.
Where columns have contents concatenated, the separator is a comma, and if any item in the list is blank or null, it is replaced with the text Unknown, otherwise blank or null values show as blank in the report.
Suppliers
Suppliers are output as separate columns for code and name. A column containing the concatenated code and name is available to add as an optional additional column, and may be used where a report is grouped by supplier.
Sites
Sites are output as separate columns for code and name. A column containing the concatenated code and name is available to add as an optional additional column, and may be used where a report is grouped by site.
Business Categories
Business Categories are output as separate columns for each level (the portal may have up to five levels configured). Multiples are concatenated, alpha sorted by the first level, so that the concatenated levels correspond. Reports contain separate columns for Lead and Other business categories, for where a portal is configured to use a separate single lead category and a list of other categories.
A column containing the full path is available to add as an optional additional column, and may be used where a report is to be grouped by business category.
Where Business Category appears as a default field in a core report, it is the full path. Where listed as an additional field that may be added, either the full path or individual levels can be used.
Linked Records
Process Activities may be linked to certain other types of record within Supplier Evaluation, such as an activity to activate or complete an Audit.
When records that are linked to a process are opened within the application, a Process Links page appears containing a list of any processes the record is linked to. Table A-2 shows the details available for reporting process record links.
Table A-2 Process Activity Linked Records
| Linked Record | Fields Available for Reporting |
|---|---|
|
Audit/Visit |
Supplier Code, Site Code, Audit Template, Due Date |
|
Assessment |
Supplier Code, Site Code, Assessment Type, Due Date |
|
Site |
Supplier Code, Site Code, Site Name |
The link values are concatenated to give a single comma-separated set of values per Activity (or per Process, depending on granularity).
Note:
Where a report has Linked Process fields available to be included as additional columns, the available fields are Process Id, Process Name, Activity Id, and Activity Name (the name of the associated activity template).