By default, Canopy comes pre-loaded with four standard reports, as follows:
These reports are accessed from Reports in the top menu bar.
These reports are not editable.
NDA Report
The NDA Report contains provides a report of all supplier records who have uploaded a signed NDA to their profile.
The report is updated automatically at midnight (UTC) each day.
Risk Report
The Risk Report summarises the risk level of all supplier on Canopy, split by each of the risk types assessed by the system.
The report is updated automatically at midnight (UTC) each day.
Onboarding Report
The Onboarding Report is an operational report identifying which groups of users - the Supplier, the Approvers, or the Business Owner (i.e. internal profile admin) - the system is waiting on to complete their actions relating to each supplier record.
The report is updated automatically at midnight (UTC) each day.
Workflow Report
The Workflow Report is an operational report that identifies the time it takes for a supplier to be onboarded or re-published. It also identifies how long it took each Approver Group to complete their approvals.
The report updates in real-time, and the ordering is by cycle start date.
The definition of each column is as follows:
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Cycle Start Date
- If the supplier has never been published before, this will be the 'requested' date; otherwise, it's the date they left the Published status (e.g. when they went non-compliant)
- Dates are formatted as YYYY/MM/DD
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Cycle End Date
- The date they reached Published status again.
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New/Existing
- 'New' means this is the first time the supplier has been published; otherwise, it will say 'Existing'.
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Cycle start status
- If the supplier has never been published before, this will say ‘Requested’; otherwise, it'll show the status they first went into when they left Published status (e.g. non-compliant).
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Cycle end status
- The cycle end status will always state 'Published'.
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Number of days in the cycle
- This shows the calculated number of days for the full cycle.
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Days taken (APPROVER_GROUP_NAME)
- This shows multiple columns, one per approver group.
- Each approver group column will include the total number of days the supplier was with that approver group in that cycle.
Supplier Status Report
The Supplier Status Report allows users to see how long it takes a supplier to go from being Requested/ Invited to Publication. Users can then identify the time taken from the first publication onwards.
The report updates in real-time, and the ordering is by the status change date.
Note: If a row states the previous status was 'Published' and the new status is 'Published,' this means the profile was republished.
The definition of each column is as follows:
- Status change date
- The date of the status change, in format YYYY/MM/DD.
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Previous status
- The previous status before the status change happened.
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New status
- The new status that was changed to at the time of the ‘Status change date’.
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Supplier UID
- The unique identifier of the supplier.
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Supplier name
- The latest company name for this supplier.
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Invite date
- When the supplier was invited (Will be blank on rows where a supplier has not been invited yet)
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Request date
- When the supplier was initially requested, in format YYYY/MM/DD.
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New/Existing
- 'New' means this is the first time the supplier has been published; otherwise, it will say 'Existing'.
-
Days taken (APPROVER_GROUP_NAME_HERE)
- This shows multiple columns, which repeat per approver group.
- Each column shows the name of the approver group in the column.
- The columns will display the amount of time it was with them during that cycle (only ever filled in on rows that have Under Review as the previous status).
Question Set Export
The Question Set Export is a complete download of the data fields, answer options and rules for every data point on the Supplier Profile. It acts as the data dictionary for the API and when building reports.
For more information on the Question Set Export report, please click here.