FAQ KB0396234
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Create a Supplier detail report with contract workspace ID and status
Question

How do I create a report with details on suppliers that includes contract workspace numbers and status?

Answer

For this type of report you can modify and save a copy of a Prepackaged Report by doing the following:

  1. Click Create > Prepackaged Reports

    Machine generated alternative text: Simple I Advanced Recent Manage , Administration Clause Library My Tasks Personal Workspace Prepackaged Reports Integration Public Reports Depending upon I. Create Report Search Filters Sourcing Library Supplier Knowledge Templates

  2. Choose Supplier and Customer Reports > Open
  3. Choose Supplier Detail Report > Edit
  4. In the Source Data, the Main Fact should already be Supplier / Customer. For the Second Fact, choose General Contract Workspace. Modify layout and add any necessary measures to the Data Field before clicking Next
  5. On Step 2 / Pivot Layout, click Available Hierarchies to switch to Available Fields
    Machine generated alternative text: Drag a field from the list of available hierarchies or fields and drop it on a destination in the pivot Available Hiera v Supplier/Custo Account Owne Show: Available Fields Available Hierarchies All i

  6. From Available Fields, expand General Contract Workspace > Contract and choose Contract Status

    Machine generated alternative text: Contract Status Contract Status
  7. Click Next to proceed to Step 3 / Refine Date. Choose the date range you want to pull results from.
  8. Click Done to view the results, or Save to save a copy in the Personal Workspace or Public Reports

Additional Information:

If creating an Analytical Report, go to Create > Analytical Report and start with Step 4.


Applies To

Spend Visibility
Strategic Contracts
Strategic Sourcing

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