Running Prepackaged Guided Sourcing Reports

Most SAP Ariba solutions include a set of default prepackaged reports. These reports are designed to meet the most common reporting needs for the solution. You can run them as they are or copy and customize them to meet your company’s needs.

The reports that are available to you, and the fields that are available in those reports, depend upon your company’s SAP Ariba solution configuration. Some prepackaged reports are available as part of features that might or might not be enabled in your solution.

The best way to become familiar with the prepackaged reports is to work with them.

The following folder categories of prepackaged reports are related to Sourcing:

1. AN Usage Reports are designed so that SAP Ariba can schedule them to run monthly and be exported to your SAP Ariba Business Objects account for use by IT and other departments that monitor your company’s software usage.
   • The Contract Supplier Transactional Report shows procurement contract activity for all suppliers and identifies suppliers by ERP ID to enable matching with external systems
   • The Sourcing Team Report returns sourcing project activity using both sourcing project and header-level event data.
   • The Supplier Transactional Report displays event supplier participation bids submitted, total bids and bid quantities by lot ID, event status, event type, test event status, awarded status, event close date, invited status, participated status, and event ID in detail view.
2. Event reports are designed to provide an overview and details about your company’s event activity with summarized data elements from the event response activity. Each report has a varying level of reporting detail related to event data:

   Data	Level of Reporting Detail
   Event dimension data across all facts	Event-level data only. Reports do not include data such as bidding currency, lot title, and so forth on individual lots or items in the event.
   Event Level Summary	Reports include all event level summary data (baseline spend; accepted, invited, and declined suppliers; removed, submitted, and surrogate bids; and so forth) for spreadsheet events.
   Event Item Summary	Reports include event item summary data (awarded and pending historic spend; lead bid; pending and awarded lots; and so forth) only on the event level for spreadsheet events. They do not include data on individual lots or items in the event.
   Event Participation	Reports include all event participation data (baseline spend; accepted, awarded, declined, and submitted bids; etc.) for spreadsheet events.
   Supplier Participation	Reports include only event-level supplier participation data (awarded spend; lots accepted, submitted, and declined; supplier count; and so forth) for spreadsheet events. They do not include data on individual lots or items in the event.

3. Health check reports are compound reports designed to provide a snapshot summary of your company’s event activity with the following components:
   • Number of Projects by Project Type, with data on the total number of each type of event.
   • Number of Suppliers Participating, with data on the total number of participating suppliers by event type.
   • Number of Users Completing Projects, with data on total events for each user by event type.
   • Top 5 Commodities Sourced by Project Type, with data on the five top-level commodity categories with the largest number of events.
   • Total Values by Quarter, with data on event item historic spend by event published quarter.
   • Total Values by Project, with data on event item historic spend for each event.
4. Project Analysis (All Project Types) Reports are designed to give you insight into all project activity in your company, such as:
   • Active Projects by Owner
   • Active Projects by Status
   • Average Duration of Projects by Start Date
   • Late Projects by Owner Based on Due Date
   • Project by Type and Start Date
   • Projects to End in the Next 3 Months
   • Projects to Start in the Next 3 Months
5. Project Task Analysis Reports are designed to give you insight into all project task activity in your company, such as:
   • Average Duration of Task by Type by Task Due Date
   • Active Projects by Status
   • Average Duration of Projects by Start Date
   • Late Projects by Owner Based on Due Date
   • Project by Type and Start Date
   • Projects to End in the Next 3 Months
   • Projects to Start in the Next 3 Months
6. Sourcing Usage reports are scheduled to run monthly and be exported to your SAP Ariba Business Objects account for use by IT and other departments that monitor your company’s software usage.
   • Aggregate Spend and Savings by Commodity shows rolled-up spend and savings figures for events to show the scope of recent event activity.
   • Number of Events by Event Type displays the counts of each type of event to show the volume of recent event activity
   • Number of Events Created by User
   • Number of Sourcing Project Started
   • Number of Suppliers Participating shows participated supplier counts at the event header level to show participation trends.
   • Number of Users Completing Projects
   • Number of Users Creating Events by Event Type
   • Number of Users Creating Projects
   • Supplier Participation by Event Type
   • Total Baseline Spend by Project pulls trends in baseline spend for sourcing projects
   • Total Events by Commodity
   • Total Historic Value of Events captures event item summary historical spend in an aggregate view.
   • Total Value of Events (Baseline Spend and Lead Bid Total) displays an aggregate view of event item summary baseline spend and lead bid totals by event type.
7. The User ability reports allow you to monitor which users in your company have permission to create various types of projects. The User Names and Permissions report is helpful for tracking users in your company that have permission to create various types of projects.

The prepackaged Event Participation report is a compound report that summarizes data on supplier participation in sourcing events.

The Event Participation report provides an overview of sourcing events, including the amount of money spent in events, event lots, and supplier participation. The report gives you the big picture, and you can use it as a starting point for identifying which commodities your company has sourcing events for, what savings your company is realizing, which suppliers are participating in the events, their bidding trends, and so on.

The Event Participation report can help you investigate the following:

• Which commodities are we holding sourcing events for?
• What are our potential savings, and how do they compare to our targets?
• Which suppliers are accepting event invitations, and what is their bidding behavior?

1. On the dashboard, choose Manage → Prepackaged Reports
2. Choose the Event Reports folder and select Open.
3. Choose a report, such as theEvent Participation Report and choose Open. Before running the report, you must apply filters on the report’s hierarchy fields to refine data. Mandatory filter fields are indicated by an asterisk on the Refine Data page.
4. 
5. On the Refine Data page, select the date range for the data in your report.
6. On the Event Type pull-down menu, select Select Others.
7. Select the event types you want to include in the report and choose OK.
8. Choose View Report.

Results: The Event Participation report lists all of the filters used to refine the report data in the Applied Filters area. To filter data after running the report, choose the filter link, choose Select Others from the pull-down menu, and select additional constraints on the report data.

To see event participation for invited suppliers in the event participation report, choose the linked total number of invited suppliers in the Event Participation Summary area of the report

Results: All of the numbers on the Event Participation Summary total data from detailed reports. The detailed Event Participation Report report for suppliers breaks down event participation behavior for every invited supplier. Even though the Event Participation Report is a detailed report, it displays data in aggregate view: total number of suppliers, events, bids, and so forth. You can use the Data menu to switch between aggregate and detail views of the report.

Use this procedure to analyze supplier participation by commodity and region in the event participation report.

1. Choose a supplier row and choose Drill Down By: Commodity (L1).
2. On the pivot table, choose the Event Title field and drag it onto the Page tab of the Field Browser to remove it from the report.
3. Drag the Region field menu from the Page tab of the Field Browser to the pivot table.
4. Choose the Region field menu and choose Select Starting Level, then choose a level in the Region hierarchy.

Results: Drilling down narrows the view of the data to the one supplier. The report displays highest-level (L1) commodity categories for events which the supplier has participated in. Notice that when you drill down into Commodity, the Commodity page field moves onto the report as a row, while the Supplier field moves to the Field Browser, where you can see the filter for the supplier you drilled down into. From here, you can drill down into lower-level commodity information or examine some other aspect of event participation for this supplier.

Dropping the Region field menu in the farthest left area of the pivot table makes Region the first-level row field, so the report displays commodity data by region. If you drop Region past the Commodity field, it becomes the second-level row field and the report displays region data by commodity.