1. FPDS- NG Reports Overview December 16, 2004

2. Today’s Goals Provide an overview of the FPDS-NG reporting capability Demonstrate each of the reporting tools

3. Guiding Principle: A Self-Service Model “Self-service FOIA” concept allows users to access the information they want, when they want it Tools at the FPDS-NG website help users to learn both basic and advanced features of the reporting capability Help features and Help Desk provide support to enable success

4. A Self-Service Model Self Help Tools –Reports Training Manual –Adhoc (custom reports) Training Manual –Downloads www.fpdsng.com –Preview Capability and Index for Standard Reports –Data Dictionary –Additional Help Screens

5. A Self-Service Model Enhancements Added to Report Help –Overview and explanation of search tips for new users –Categorization of reports by business criteria for users trying to determine the best report –Detailed explanation of search criteria within each report –Additional help files in Help Library

6. Accessing Information The FPDS-NG information can be accessed in three different ways, depending on the information required –Advanced Search –Reports Standard Published Custom (adhoc) –Batch Data Downloads –Real-time Integration

7. Report Access

8. Advanced Search Feature Enables customization of search parameters Ideal for users seeking specific information, rather than broad reports

9. Access via the Advanced Search button on the FPDS- NG Reports home page Advanced Search Feature

10. Provides more than 15 fields for advanced searching Additional search capabilities for 8 fields, including Agency Name, Vendor Name, NAICS Code, and Funding Agency ID

11. Advanced Search Feature Results returned in summary format, enabling users to easily modify search Summary data provides Award ID, Agency and Office Name, Status, and other summary reference information

12. Advanced Search Feature Selecting an Award ID enables viewing of all data elements

13. Getting the Best Results with Advanced Search –How can you make sure you are maximizing your search? Be smart about your search. Try to narrow it down as much as possible by putting in numerous parameters. Be patient. You are searching through more than 12 million records. Keep your searches as narrow as possible to limit the search time.

14. Standard Reports

15. Enables users to pick from more than 50 standard reports Allows for search customization within each report Summary results include award actions and award dollars Reports are available in PDF and CSV formats and can also be emailed

16. Access via the Reports tab –Select My Reports Standard Reports

17. My Reports –Selecting Reports Report Types Viewing Reports Available Reports –Adding Reports Summary Reports Deleting Reports

18. Report Functions Default Criteria –Saving Criteria Selections Download Reports –PDF –CSV Sending Reports –Emailing Reports HTML PDF CSV

19. Standard Reports Wide range of reports available – more than 50 reports to choose from –All Categories of Small Business Awards –Competitive Procurement Activity Report –Federal Procurement by State –Summary Statistics for Entire State- Country –Total Federal Snapshot Report

20. Standard Reports – Help Features First Time Using Reports? –Description of available reports and search tools –Details on how to use the My Reports Portal –Successful search techniques –Links to additional Reports Help and other resources

21. Standard Reports – Help Features Need Help Choosing A Report ? –Grouping of the reports by the type of business scenario being sought, i.e., products/services, small business, socio- economic –For each scenario, a report is listed that will address the business question

22. Standard Reports – Help Features Preview report feature –Provides a sample report –Enables users to quickly determine if the information they are seeking is in the report before picking search criteria

23. Standard Reports – Help Features Appendix –Provides detailed information about the parameters of the report –Enables users to assess the level of information contained in each report

24. Standard Reports Once you’ve selected a Standard Report, numerous search criteria choices are available: –Search Name –Department ID –Agency ID –Contracting Office Agency ID –Contracting Office ID –From Date –To Date

25. Standard Reports – Help Features Two additional Help resources available within an individual report for assistance –Business scenarios –Search criteria Due in production on January 1

26. Standard Reports – Help Features Business Scenarios –Help files provide a common business question the report would be used to answer –For instance, How much business has a particular agency conducted with a vendor? –Help file shows sample screen and search criteria

27. Standard Reports – Help Features Search Criteria –Provides users with a description of each search criteria field within every report –Offers helpful hints about each search criteria field –Due in production on January 1

28. Getting the Best Results with Standard Reports –How can you make sure you identify the correct report? Preview capability shows a sample of the report prior to actually selecting search criteria An Appendix accompanies each report that provides detailed information New help screens assist with finding the correct report and using the specific search criteria

29. Published Reports

30. Government-wide reports will be published periodically for easy access and dissemination of large quantities of data Reports will expand as needs are identified and will be posted Initial reports available –Federal Procurement Report –Small Business Goaling Report

31. Custom (adhoc) Reports

32. Provides access to every data element in the system –Enables users to mine the FPDS-NG data and create their own reports by asking the database a business question –Requires that users be very aware of each data element, how they interrelate, and the values of the data Upcoming features will include the ability to save queries and save in additional formats

33. Custom (adhoc) Reports Training –It is highly recommended that users have training before using this feature –The (data dictionary) and (training manual) are available at the website at no cost –In-person training is also available for a fee –Recommended skill level Familiarity with enterprise reporting tools In-depth knowledge of the FPDS-NG data set and values

34. Custom (adhoc) Reports Hands-on Demo –Build a query by identifying specific information from the database –Create a report using the specified information

35. Custom (adhoc) Reports Overview –Universe Objects Box – a list of objects available on the selected universe –Objects – a set of data in the database –Query tab – defines the data definition for the document by selecting objects from the universal objects and shifting them to the results objects

36. Future Enhancements Sample Free Text Searches

38. FPDS-NG Help Desk –Available from 7am – 10 pm EST, Monday through Friday –Call: (703) 773-4310 –Email: fdpssupport@gce2000.comfdpssupport@gce2000.com Contact Information

39. Questions & Answers