ESM’s Purchase, Sourcing and Contract Repository contains several report types. This guide will walk through the building of an Express Report.
Express reports are among the simplest reports to create. Select Express Report under the Create Menu. This will trigger the Express Report Wizard.
When the wizard pops up, enter a name for the report and select the folder you would like to store the report in. The folder determines which users can read or author the report based off the permissions assigned by the Admin users. The author can add a description of the report if desired.
Select Next at the bottom of the screen or the Categories tab to select categories.
Note: Save and Run are in the right corner of the screen and allow a user to save any changes and view an example of the report. It is HIGHLY recommended to use these functions throughout the creation process
Select the Categories that contain the desired data required for the report.
Categories are stored in Folders. As each category is selected, unavailable options are greyed out. Select the necessary category and click the add button, or double click the category name to add it. Highlight the category name and click the view button to view the data elements available. The Suppress duplicates option, if checked, will prevent duplicate fields from appearing during the creation process. The red “x” will delete the category from being assigned to the report.
Note: If the category Entity Admin is selected, the user cannot combine transactional data categories and fields with that category.
It is recommended to apply Sorts and Filters after performing tasks under the Layout tab.
Save and select the layout tab. This will allow users to add the data elements to the report. Fields can be added from the categories dropdown menu by double clicking or selecting the add button. These fields can be ordered by dragging and dropping. A standard text tool is available for stylistic elements. This type of report includes a view for formatting and editing.
Select Run to test the output of the report.
To create a Grand Total, check the Grand Total check box and assign a Summary Function to the appropriate field. Report authors can label the total amount by double-clicking the cell “Total for the Report.” The rich text editor is available for stylist
The cells can be formatted to show numbers as dollars with two decimal places. Select the cells and select Format Cells button from the toolbar.
Alternate shading can be added to make the report easier to read. In the layout option, select the layout options button. Click Add New and select a color. Two colors are necessary to add alternate shading.
To create a Filter, select the Filters tab. Select a category and field. Multiple filters can be added as necessary. The Prompt for Value checkbox will allow a user to select the parameters of the report on an ad hoc basis.
Sorts can be applied to the report to change the order of data based on the field selected. Select ascending or descending. Multiple sorts can be added to a report.
Express reports can be converted into Advanced reports under the Options Tab. Advanced reports allow for more complex formulas, formatting options and the addition of visuals such as charts and graphs.
Note: It is highly recommended to duplicate the Express report before converting.
Right click on the report from the Menu bar and select Duplicate before saving the report.