Contract Compliance: Reporting

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Presentation transcript:

Contract Compliance: Reporting Run a Report Prepackaged reports come standard with Ariba. Start from the Home tab or Contracts tab. In the top navigation menu, click Manage and select Prepackaged Reports. Choose a folder in the library and click Open. Most reports related to contract compliance are in the Contract Reports folder. Choose a report and click Open. 1 1 2 2 3 3 Page 1 Get Help – SCCP2PCommunicationTeam@prc.sccgov.org

Contract Compliance: Reporting Run a Report (continued) Optional: Set parameters for the report. Click View Report. 5 4 4 5 Page 2 Get Help – SCCP2PCommunicationTeam@prc.sccgov.org

Contract Compliance: Reporting B Work with the Report The report opens in Pivot Table view, which works like a pivot table in Excel. There are a number of options from this view. Chart: View the report as a chart. Dashboard: Save the report to the Home or Invoicing tab. Field Browser: Filter the results by any field on the Page tab OR drag and drop fields to the pivot table. Save: Save the edited report. Export: Export the report to Excel. Switch between Aggregate and Detail views. C D E F A B C D E F Page 3 Get Help – SCCP2PCommunicationTeam@prc.sccgov.org

Contract Compliance: Reporting 1 Add a Report to the Dashboard Click the Dashboard tab. Click Add to Dashboard next to either the chart or pivot table. Select the tab where the report will appear. Use the arrows to move the report to a different column. Use the arrows to move the report up or down. Click Done. 2 1 2 3 4 6 5 3 6 4 5 Page 4 Get Help – SCCP2PCommunicationTeam@prc.sccgov.org

Contract Compliance: Reporting Save an Edited Report Click Save. Give the report a name. 1 1 2 3 3 2 Page 5 Get Help – SCCP2PCommunicationTeam@prc.sccgov.org