The Report Designer page allows the buyer admin to create report templates that will allow the organisation’s users to download reports if assigned. Reports contain data from purchases in the system.
Button: Create Deal Summary Reports
Clicking the Create Deal Summary Reports takes you to the Deal Summary Creation Page
Deal Summary Report Creation Page
The deal summary report creation page consists of two tabs, the Report Form and Conditional Form.
Report Form
The report form lists the basic details of the deal summary report. To create the report, the following fields have to be completed:
- Title
- Description
- Date Range
- Status Filter
- Purchaser Filter (leave blank to include all purchasers)
- Assign To (who will be able to use the template under the ‘Buyer Reports’ function.
Button: Select Fields
The Select Fields button allows the buyer admin to select which fields to include in the report. This can include Purchase Request, Evaluation, Non-Sourcing and Contract Fields.
Button: Add Static fields
The Add Static Fields button allows the buyer admin to add in a static value as a column in the report. This is used if the report needs to match an existing format (e.g. for importing)
Button: Actions
The Actions Button has the following functions:
- Move Up moves the field up relative to the other fields in the report
- Move Down moves the field up relative to the other fields in the report
- Remove deletes the field from the report.
Conditional Form
The conditional form allows the user to create a filter for the forms. For example, if the filter is for all purchases that are ‘Invite Only’, the report will only contain purchases that have been set to ‘Invite Only’.
Button: Add
The Add button allows you to create a new conditional filter. When creating a new conditional filter, you can select the filter to be used, and the condition to filter for.