Creating Compound Reports

Objective

After completing this lesson, you will be able to create new compound reports

Compound Reports

A compound report allows you to view many different related charts and tables in a single report. They can also contain summarized views, which combine individual fields from multiple reports. Filters on compound reports allow you to examine specific data across the different reports they contain.

You can create compound reports to see an overview of:

  • Sourcing event activity, such as what types of events you’re creating, what commodities the events are for and which suppliers are participating in the events, event project activity by region, and so on. You can filter the compound report by commodity, giving you a single view of event activity for a commodity or set of commodities.
  • Contract workspace activity, such as which commodities the contracts are for, task duration, regional contract activity, associated parties, and so on. You can filter the compound report by supplier, giving you a single view of contract activity for one or more suppliers.
  • Purchase order activity, such as which users are generating the most purchase order spend, PCard usage, ordering breakdown by department or cost center, and so forth. You can filter the report by region, giving you a single view of purchase order activity for one or more regions.
  • Invoice spend by commodity and supplier, such as off-contract spend, spend variance, inflation costs, and so on. You can filter the compound report by active account, giving yourself a single view of spend activity for one or more accounts in your company.

The Compound Report Example image shows the Supplier Participation Report, a prepackaged compound report that provides an overall view of event activity by specific suppliers.

The Compound Report Creation Process

The basic process for creating a compound report involves the following steps:

  1. Create all of the underlying reports that you want to add to the compound report.
  2. Create a new compound report and add content to it.
  3. Add filters to the compound report.
  4. Map the filter fields for the report.
  5. Set initial filters to refine the data, such as restricting the time range of the report

After creating a compound report, you can run or save it.

Create a Compound Report

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