Canopy's Reporting Suite allows you to build custom reports of any data point contained on a Supplier Profile.
Please note, at this time only Admin users have permission to create new reports.
Existing reports may be viewed by those user roles who have been granted permission by the Admin user.
In this article you will learn:
How to complete the Report Details section
How to complete the Supplier Filters section
How to complete the Report Content section
How to create a new report
To create a report, please follow these steps:
- Select Reports from the top menu bar
- Select Reporting Suite from the dropdown menu
- Click the Create Report button in the top right corner. This will open the report builder where you can create a new report.
- Enter the details of the report as required:
- When you are finished, click the Create Report button at the bottom of the page
How to complete the Report Details section
The Report Details section is at the top of the report builder.
Below is a description of the details you need to provide in order to complete this section:
- Report Name: This is what the report will be called when selected from the table of reports on the Reporting Suite page
- File Name: This is the filename that will be given to the report file when it is downloaded. The file extension will be automatically added when the report is downloaded.
- Description: Allows you to provide a description of the report, so that users understand what it contains. This will be shown in the table of reports on the Reporting Suite page.
- Report File Type: You may create reports in either .CSV or .XLS file formats. Please note that if you select .CSV and the report contains multiple sheets, each sheet will download as separate .CSV files.
- Report access permissions: Select which user roles may access the report. Click here to learn more about how this works.
How to complete the Supplier Filters section
You can restrict the suppliers that are included in the report by adding a Supplier Filter.
If no filter is added, all supplier records in Canopy will appear in the report, even if the field values are blank.
To add a filter, please follow these steps:
- Click the + Add Filter button
- Complete the sentence by selecting each of the following from the dropdown items:
- Data Point: select the title of the data point to filter by
- Is or Is Not: set the boolean logic for the filter
- Answer: select the answer options you wish to filter by. If you select multiple answer options, these will be combined as OR logic
- You may add as many filters as you wish. If you add more than one filter, these filters will be combined as AND logic
Example filter construction, combining AND and OR filters:
Filter 1: Supplier Status IS Invited, Invited Not Responded, Under Review, Returned To Supplier
Filter 2: Country of Registration IS United Kingdom, Germany
This would be interpreted as follows:
Include in report, IF {
( Supplier Status = Invited OR Invited Not Responded OR
Under Review OR Returned To Supplier )
AND
( Country Of Registration = United Kingdom OR Germany )
}
How to complete the Report Content section
The Report Content sections details all of the data points that will be included in the report.
To add data points to the report:
- Select the field from the dropdown list and click the + Add To Report button on the right hand side.
- By default, the 'Company Name' and 'UID' of the supplier record will be automatically added to every report and cannot be removed.
To change the order of the data points in the report:
- Use the up and down arrow buttons
to change the order of the data points
- Each data point corresponds to a column of data in the report
- The rows in the report will be the supplier records
To delete a data point:
- Click the Delete button to the right of the data point in the list