SCC Supplier Performance Management (SPM) Training Day 2 April 2017

SPM Reporting Module 11 2

SPM Reporting Report Options Pre-built reports available for use Public Reports: SCC custom reports Prepackaged Reports: Standard reports without custom SCC fields These reports can be accesses by clicking Manage on your home dashboard. Personal Workspace for report storage Reports can display multiple levels of data Display results in Ariba or export to Excel Ability to add reports to dashboard Schedule reports to run at specific intervals 3

SPM Reporting Prepackaged Reports To access prepackaged reports and Public Reports click Manage Public Reports Prepackaged Reports 4

SPM Reporting Run a Prepackaged Report Choose the report subject, and then click Open 5

SPM Reporting Run a Prepackaged Report We selected Supplier Performance Management Reports Choose the report that best fits your needs. Click on the name of the report, and then click 6

SPM Reporting Run a Prepackaged Report The Relative data range allows you to select a fixed period of time such as 4 months, 4 years, 2 quarters, etc. The fixed date range allows you to select a custom date range from the calendar. For example from June 13, 2016 to February 3, 2017. You have the option to refine the data by selecting specific suppliers, States, organizations and regions. If you leave them set to (All) everything will be included Click View Report

SPM Reporting Run a Prepackaged Report Pivot table view Rearrange the view by dragging and dropping the fields. Add fields by dragging and dropping fields from the Page and Others field browser tabs. Click on a field title link to drill down. 8

SPM Reporting Run a Prepackaged Report The Chart tab view displays options for the report data. Different charts will work better depending on the data from the report. Use the drop down list to see which chart depicts the information best. 9

SPM Reporting Run a Prepackaged Report The Dashboard tab allows you to add the Pivot Table or the Graph to your Ariba Dashboard. When added to your dashboard, the graph or the pivot table will automatically refresh with current data every few hours. There is no need to run the report over and over as new information becomes available Click Add to Dashboard 10

SPM Reporting Run a Prepackaged Report Click Save Give the report a descriptive name Save it to a location, such as your Personal Workspace 11

SPM Reporting Run a Prepackaged Report Choose where to place the report on your dashboard. In this example, I am placing it on the Suppliers tab, in the left column Click Done You always have the option to drag and drop your report to any location after you save it 12

SPM Reporting Run a Prepackaged Report Here is the report that we just created. It will refresh every few hours with updated information automatically 13