Reports is our new and enhanced Reporting module. It includes: filter and sort capabilities, increased performance and load time, data visualizations and the ability to save Reports.
In this article we will cover:
- How to Navigate to Reports
- Types of Reports
- Types of Visualizations
- Chart Examples
- How to Share Saved Reports
Navigate to Reports tab
From your Pipeline home page click the Navigate button and then select Reports from the drop down options:
This will bring you to the Reports page where you have various different Report Types and customization capabilities available to you!
Types of Reports
You can choose to pull Reports by:
- Projects (i.e. Pipeline Events)
- Milestones (i.e. Project Milestones)
- Savings (i.e. Savings)
- Contracts (i.e. Contracts Module & Workbench)
- Events (i.e. Sourcing Events and Auctions)
- Suppliers (i.e. Vendors)
- Review Forms (i.e. Supplier Review Forms)
- Performance Reviews (i.e. Supplier Performance Management)
- Action Items (i.e. Supplier Action Items)
To select which type of Report you would like to run, select one of the nine Dataset Types from the top of the page under Report Data:
Once you have selected the Report type you are ready to begin customizing your Report! For more details and step by step instructions on how to build each type of Report available to you click on the appropriate link below:
- Click here to learn more about Project Reporting!
- Click here to learn more about Supplier Reporting!
- Click here to learn more about Milestone Reporting!
- Click here to learn more about Savings Reporting!
- Click here to learn more about Events Reporting!
Types of Visualizations
There are multiple ways to visualize your data in Scout. When accessing your Report for the first time, the Visualization will be set to the Table view. To select which type of Chart you would like to build, drag your cursor over Charts to populate the different chart options. Notice that there are 8 different chart types available for you to choose from:
- Bar Stack
- Bar Line
Although you can click here to view more in depth instructions and examples on each Report Type, included below are a couple of examples of what Chart building in Scout can look like.
Example 1: Project Report
In the above Bar Stack Chart you can see that we created a Bar Stack Chart of Project State vs. Count of Project Type. For example, notice that there are 5 different Project Types (each depicted by a different color) that are in an Active State. Of those 5 Project Types, the Bar Stack Chart also shows us the number of Active Projects in each of those Project Types. As you can see, Bar Stack Charts are a great way to compare different groups of data points.
Example 2: Estimated vs Recognized Savings
The above Bar Chart displays Estimated vs Recognized Savings by Project Type . For example, notice that there are 3 different Project States and 4 Project Types (each depicted by a different color). The Bar Chart also shows us all the Estimated Savings per Project Types.
In Scout's new Reports module, you are able to create and share your custom Reports with fellow members of your organization. Building and sharing Reports with your organization can be especially helpful in providing your Sourcing Managers the ability to self-serve on their Reporting needs!
You can begin adding people to your Saved Report by first clicking the pencil icon to begin editing the Saved Report:
This will bring you to the editing page for the selected Saved Report:
You can then select any, or all, of the Sourcing Managers within your organization from the drop down list that you would like to have access to the Report:
The Saved Report will now appear in each of the Sourcing Manager's accounts that you have selected to share the Report with!
Important note: the system works in a way that it should fetch a new data for a saved reports whenever user opens it. However, if the report library stops, then the "Clear" button should help to update the information.
Reports not only allows you to build out customized data tables, it also enables you to translate that data into various different Charts, as described above. With these new charting capabilities, numerical data is easily translatable into more customized and aesthetically pleasing visualizations.
With Reports you can now take all of the important data you have been tracking in Scout and create powerful and impactful Reports/Charts to share with your business!