Summarizing Guided Sourcing event reports
There are many helpful event reports that are available for download within the event that analyze bids and scenarios or retain information about events.
To report on detailed event activities, such as participant report activity, Project Owners will locate the event in the system, and create a new analytical report like they would for Sourcing Project task and project data. Once the event is open via search or dashboard shortcut, they can download various event reports from the event's More Actions (…) icon.
Each event contains reports, depending on the event status.
Events that are Draft, Preview, Scheduled, and Not Created are not reportable, so only events with the following statuses will include event reports:
- Open
- Review
- Pending Selection
- Completed
- Closed
- Cancelled
- Paused
Play the video below for an introduction to the event reports available in guided sourcing.
The table below provides supplemental details about the content and formats of common event reports.
| Report | Content | Format |
|---|---|---|
| Bid Summary | Summary information of bids. Only the most recent bid for each participant is shown (no bid history is included). It also includes initial, historic, and reserve values and indicates incumbent suppliers. | Excel |
| Bid History | Records for all bids submitted by participants, with the date and time. | Excel |
| Configurable Bid Comparison | Comparison among values of terms and rolled-up terms, formulas, item rank, percentage differences from the lead bid, and supplier responses to your questions. You can filter the report data by participants, items, and terms. | Excel |
| Full Bid Data | The most recent bids for all suppliers and all other bids for the event, including the leading bids and system bids, such as initial and historic bids. | Excel |
| Supplier Response | Supplier responses to the event and a summary of the event and its content. You can select the participants and items to include in the report. | |
| Scenario Report | Award scenarios that can be analyzed using Excel functions. | Excel |
| Supplier Invitation Report | Export a list of invited suppliers (participants) from an event. You can select all or any columns from the supplier information to be included in your report. | Excel |
| Event Summary | Summary of the event header fields, rules, content, and current item values, but does not include bid details. (Not suitable for comparing or analyzing bids.) | |
| Items Rank Report | Rank of each participant selected for the report. You can view the leading (best bid) participant and leading incumbent participant for each item. | Excel |
Note
For events with more than 100 suppliers, the following reports are downloaded in XLSX format:- Bid History Report
- Bid Summary Report
- Questions and Terms Report
- Bid Comparison Report