ESM’s Purchase, Sourcing and Contract Repository contains several report types. This guide will walk you through how to create an ExpressView Report.
ExpressView reports allow users to create a visual report with live data as the report is being built. Select ExpressView under the Create Menu. The Report Wizard will appear in a tab.
You can follow along with the interactive ExpressView Designer or skip the tutorial and be brought to the interface.
Drag and drop the fields into the layout. Sorts are available at the top of the categories to assist in locating the correct field.
The report will start to auto create as fields are added.
Select the circle icon in front of the field header to Remove, Filter, Sort or Group the data by the field.
Here is an example of a Group applied to the supplier field.
Select the drop-down value to apply functions to the summary data of the Report Totals.
The menu allows for users to run the report while building the report, along with saving and editing capabilities.
Select Run to see the values of fields during the creation process. Select Stop to return to the edit view.
The formatting tab allows for users to edit the Data Format (Number, Text, Date, General), apply shading and group colors to selected fields.