Management Reports

Alternative Modes Of Procurement

Overview

This report is related to bid process, and will be used by the users to track/monitor Alternative Modes of Procurement (AMP) Notices.This is a Summary-Detail Report.The User will generate the Summary Report accordingly with the search criteria, and then when the data is retrieved a link or buttons must be added to generate the details of the row selected.

Navigation

Management Reports ►Alternative Modes Of Procurement

Alternative Modes Of Procurement screen field and Tabs

Field	Description
Procuring Entity Name	The name of the procurement entity.
Publish Date From	Start Date when Notices is published
Publish Date To	End Date of the Notices published
Agency	This is the Procuring Entity Name
Mode Of Procurement	Name of the field to be displayed in the report form.
UNSPSC Code	Abbreviation of the description of the Catalogue Item
Classification	This entity is a Procurement Classification
Approved Budget	Amount of money assigned to the Notice

Amount Of Notices Posted By Agency Report

Overview

The quantity of notice posted by Agency gets generated from here.

Navigation

Management Reports ► Amount Of Notices Posted By Agency Report

Amount Of Notices Posted By Agency Report screen Fields

Field	Description
Procuring Entity	Governement Agency which is the procuring entity to be selected from the lookup button for filtering records.
Publish Date From	Initial date for publishing to be selected from calendar button for filtering records.
Publish Date To	End date for publishing to be selected from calendar button for filtering records.
Comment	Comment on the report to be added in this field.

Procedure

User: Admin

User is logged into the system and goes to Amount Of Notices Posted By Agency Report screen.
User enters necessary information to filter records for report generation purpose.
Click on Generate Report button.
Report gets generated as per filtered information.

Audit Entry Report

Overview

This report is generated for Audit Entry.

Navigation

Management Reports ► Audit Entry Report

Audit Entry Report screen Fields

Field	Description
From Date	Initial Date of Reporting period to be selected from calendar button.
To Date	End Date of Reporting period to be selected from calendar button.
Group By	Whether the report is to be grouped by or not, to be selected from this field.
Object Reference	Comment on the report is entered in this report.
Application User	Reference for Audit Entry report to be selected from dropdown box.
Log ID	Unique identification code of Audit Entry to be selected from lookup button.

Procedure

User: Admin

User is logged into the system and goes to Audit Entry Report screen.
User enters necessary information to filter records for report generation purpose.
Click on Generate Report button.
Report gets generated as per filtered information.

Bid Notices And Awards Details

Overview

The purpose of this report is to present details of the Bids Notices Awards.

Navigation

Management Reports ► Bid Notices And Awards Details

Bid Notices And Awards Details scrren fields

Field	Description
Organization ID	Government Agency to be selected from lookup button for filrting records.
Published Date From	Initial date of publication to be selcted from calendar button.
Published Date To	End date of publication to be selcted from calendar button.
Comment	Comment regarding the bid notices and award details.

Procedure

User: Admin

User is logged into the system and goes to Bid Notices And Awards Details screen.
User enters necessary information to filter records for report generation purpose.
Click on Generate Report button.
Report gets generated as per filtered information.

Bid Notices And Awards Summary Report

Overview

This is used to generate report regarding Bid Notice and Award in summarised format.

Navigation

Management Reports ► Bid Notices And Awards Summary Report

Bid Notices And Awards Summary Report screen Fields

Field	Description
Registration Date Initial	Initial date for registration to be selected from calendar button.
Registration Date Final	End date for registration to be selected from calendar button.
Institution	Institution responsible for bid notices and awards to be selected from lookup button.
Comment	Comment on the report is added in this field.

Procedure

User: Admin

User is logged into the system and goes to Bid Notices And Awards Summary Report screen.
User enters necessary information to filter records for report generation purpose.
Click on Generate Report button.
Report gets generated as per filtered information.

Bid Notices Posted By Business Category Report

Overview

This report is generated for Bid Notices Posted By Business Category Report.

Navigation

Management Reports ► Bid Notices Posted By Business Category Report

Bid Notices Posted By Business Category Report screen Fields

Field	Description
Business Category	Goods and Services category to be selected from lookup button.
Publish Date From	Initial Date of Reporting period to be selected from calendar button.
Publish Date To	End Date of Reporting period to be selected from calendar button.
Comment	Comment on the report is entered in this report.

Procedure

User: Admin

User is logged into the system and goes to Bid Notices Posted By Business Category Report screen.
User enters necessary information to filter records for report generation purpose.
Click on Generate Report button.
Report gets generated as per filtered information.

Bid Notices Posted By Region Report

Overview

This report is generated for Bid Notices Posted By Region Report.

Navigation

Management Reports ► Bid Notices Posted By Region Report

Bid Notices Posted By Region Report screen Fields

Field	Description
Region	Region to be selected from lookup button.
Publish Date From	Initial Date of Reporting period to be selected from calendar button.
Publish Date To	End Date of Reporting period to be selected from calendar button.
Comment	Comment on the report is entered in this report.

Procedure

User: Admin

User is logged into the system and goes to Bid Notices Posted By Region Report screen.
User enters necessary information to filter records for report generation purpose.
Click on Generate Report button.
Report gets generated as per filtered information.

Bidders Report

Overview

This screen is used to generate report regarding details of bidders.

Navigation

Management Reports ► Bidders Report

Bidders Report screen Fields

Field	Description
Procuring Entity Name	Government Agency to be selected from lookup button for filrting records.
Comment	Comment on the report is entered in this report.
Publish Date From	Initial date of publication to be selcted from calendar button.
Publish Date To	End date of publication to be selcted from calendar button.
Mode Of Procurement	Mode of procurement to be selected from dropdown box.
Classification	Classification for which bid is made to be selected from dropdown box.
UNSPSC Code	Goods and Service category to be selected from lookup button.
Funding Source	Funding Source to be selected from dropdown box for filtering records.
Approved Budget	Ceiling Approved Budget to be selected from dropdown box.

Procedure

User: Admin

User is logged into the system and goes to Bidders Report screen.
User enters necessary information to filter records for report generation purpose.
Click on Generate Report button.
Report gets generated as per filtered information.

Buyer Organization By Government Branch Org Type Report

Overview

This report is generated for Buyer by Government branch organisation type.

Navigation

Management Reports ► Buyer Organization By Government Branch Org Type Report

Buyer Organization By Government Branch Org Type Report screen Fields

Field	Description
Reporting Period Initial	Intial date of Reporting period to be selected from calendar button.
Reporting Period Final	End Date of Reporting period to be selected from calendar button.
State	State to be selected from dropdown box. Possible values are : Active, All and Cancelled.
Comment	Comment on the report.
Region	Region to be selected from lookup button.
Province	Province to be selected from lookup button.

Procedure

User: Admin

User is logged into the system and goes to Buyer Organization By Government Branch Org Type Report screen.
User enters necessary information to filter records for report generation purpose.
Click on Generate Report button.
Report gets generated as per filtered information.

Buyer Organizations By Government Branch Report

Overview

This screen is used to generate report regarding Buyer organisation defined by government branch.

Navigation

Management Reports ► Buyer Organizations By Government Branch Report

Buyer Organizations By Government Branch Report screen Fields

Field	Description
Reporting Period Initial Date	Initial date of reporting period to be selected from lookup button.
Reporting Period Final Date	End date of reporting period to be selected from lookup button.
Comment	Comment on the report.

Procedure

User: Admin

User is logged into the system and goes to Buyer Organizations By Government Branch Report screen.
User enters necessary information to filter records for report generation purpose.
Click on Generate Report button.
Report gets generated as per filtered information.

Certificate Payment Report

Overview

This report is generated for Payment Certificate.

Navigation

Management Reports ► Certificate Payment Report

Certificate Payment Report screen Fields

Field	Description
Reporting Period Initial	Initial date of reporting period to be selected from lookup button.
Reporting Period Final	End date of reporting period to be selected from lookup button.
Type Transaction	Membership Vendor to be selected from looup button for filtering records.
Comment	Comment on the report is added on this field.

Procedure

User: Admin

User is logged into the system and goes to Certificate Payment Report screen.
User enters necessary information to filter records for report generation purpose.
Click on Generate Report button.
Report gets generated as per filtered information.

Compliance

Overview

This report is generated for Compliance.

Navigation

Management Reports ► Compliance

Compliance screen Fields

Field	Description
Procuring Entity Name	Name of Procuring Entity to be entered in this field.
Publish Date From	Initial date of publishing to be selected from calendar button for filtering records.
Agency	Government Agency to be selected from lookup button for filtering records.
Publish Date To	End date of publishing to be selected from calendar button for filtering records.

Procedure

User: Admin

User is logged into the system and goes to Compliance Report screen.
User enters necessary information to filter records for report generation purpose.
Click on Generate Report button.
Report gets generated as per filtered information.

E-Bidding Report

Overview

This screen is sued to generate report regarding bidding online.

Navigation

Management Reports ► E Bidding Report

E Bidding Report screen Fields

Field	Description
Publish Date From	Initial date of publication to be selcted from calendar button.
Publish Date To	End date of publication to be selcted from calendar button.
Agency	Government Agency to be selected from lookup button for filtering records.
Mode of Procurement	Mode in which procurement is made to be selcted from dropdown box.
Funding Source	Funding Source element to be selected from lookup button.
UNSPSC Code	Goods and Services Category to be selected from lookup button.
Classification	Classification of contract for which bidding is made to be selected from dropdown box.

Procedure

User: Admin

User is logged into the system and goes to E Bidding Report screen.
User enters necessary information to filter records for report generation purpose.
Click on Generate Report button.
Report gets generated as per filtered information.

Notice Assign to a Contact Report

Overview

This report is related to a bid process, and are used by the users to track/monitor the Notices with status ‘Award’ only.

Navigation

Management Reports ► Notice Assign to a Contact Report

Notice Assign to a Contact Report screen fields

Field	Description
Awarded Date From	Starting Date of the Award to be selected from dropdown box.
Awarded Date To	End Date of the Award to be selected from dropdown box.
Comment	Comment regarding the notice assigned to a contact person.

Procedure

User: Admin

User is logged into the system and goes to Notice Assign to a Contact Report screen.
User enters necessary information to filter records for report generation purpose.
Click on Generate Report button.
Report gets generated as per filtered information.

User: BUYER

User is logged into the system and goes to Notice Assign to a Contact Report screen.
User enters necessary information to filter records for report generation purpose.
Click on Generate Report button.
Report gets generated as per filtered information.

Orders By Bid Notice Report

Overview

This report is generated for Order by bid notice.

Navigation

Management Reports ► Orders By Bid Notice Report

Orders By Bid Notice Report screen Fields

Field	Description
Organization ID	Government Agency responsible for Orders by Bid Notice to be selected from lookup button.
Published Date From	Initial date of Publishment to be selected from calendar button.
Comment	Comment on the report to be added in this field.
Reference Number	Reference number, if any, to be entered in this field.
Published Date To	End date of Publishment to be selected from calendar button.
Member Type	Membership Type to be selected from dropdown box for filtering records.

Procedure

User: Admin

User is logged into the system and goes to Orders By Bid Notice Report screen.
User enters necessary information to filter records for report generation purpose.
Click on Generate Report button.
Report gets generated as per filtered information.

Organizations Report

Overview

This screen is sued to generate report for Organizations.

Navigation

Management Reports ► Organizations Report

Organizations Report screen Fields

Field	Description
Registration Date Initial	Initial date of publication to be selcted from calendar button.
Registration Date Final	End date of publication to be selcted from calendar button.
State	State of organization to be selected from dropdown box.
Member Type	Member Type to be selected from dropdown box.
Country	Country to which the Organization belongs to be selected from dropdown box.
Comment	Comment regarding Organizations Report is added in this field.
Region	Region to which Organisation belongs to be selected from lookup button.
Province	Province to which Organisation belongs to be selected from lookup button.
City/ Municipality	City or municipality to which Organisation belongs to be selected from lookup button.

Procedure

User: Admin

User is logged into the system and goes to Organizations Report screen.
User enters necessary information to filter records for report generation purpose.
Click on Generate Report button.
Report gets generated as per filtered information.

Payment Of Bidding Document Report

Overview

This report is generated for Payment Of Bidding Document.

Navigation

Management Reports ► Payment Of Bidding Document Report

Payment Of Bidding Document Report screen Fields

Field	Description
Notice	Notice to be selected from lookup button to filter records for report generation.
From Date	Initial Date of Reporting period to be selected from calendar button.
To Date	End Date of Reporting period to be selected from calendar button.
Comment	Comment on the report.

Procedure

User: Admin

User is logged into the system and goes to Payment Of Bidding Document Report screen.
User enters necessary information to filter records for report generation purpose.
Click on Generate Report button.
Report gets generated as per filtered information.

Procurement Service Report

Overview

This screen is used to generate reports regarding Procurement Service.

Navigation

Management Report ► Procurement Service Report

Procurement Service Report screen Fields

Field	Description
Published Date From	Initial date of publication of Procurement Service to be selcted from calendar button.
Published Date To	End date of publication of Procurement Service to be selcted from calendar button.

Procedure

User: Admin

User is logged into the system and goes to Procurement Service Report screen.
User enters necessary information to filter records for report generation purpose.
Click on Generate Report button.
Report gets generated as per filtered information.

Registration Report

Overview

This report is generated for Registration.

Navigation

Management Reports ► Registration Report

Registration Report screen Fields

Field	Description
Reporting Period Initial	Intial date of Reporting period to be selected from calendar button.
Reporting Period Final	End Date of Reporting period to be selected from calendar button.
Vendor Membership Type	Type of Vendor membership is selected from dropdown box for filtering records for report generation.
State	State of registration is selected from dropdown box for filtering records for report generation purpose.
Comment	Comment on the report is entered in this report.

Procedure

User: Admin

User is logged into the system and goes to Registration Report screen.
User enters necessary information to filter records for report generation purpose.
Click on Generate Report button.
Report gets generated as per filtered information.

Registration Update Report

Overview

This report is generated regarding updation of Registration.

Navigation

Management Reports ► Registration Update Report

Registration Report screen Fields

Field	Description
Reporting Period Initial	Intial date of Reporting period to be selected from calendar button.
Reporting Period Final	End Date of Reporting period to be selected from calendar button.
Form Of Organization	Form of organisation to be selected from dropdown box.
Type Update	Type of Updation or downgradtion to be selected from dropdown box.
Comment	Comment on the report is entered in this report.

Procedure

User: Admin

User is logged into the system and goes to Registration Update Report screen.
User enters necessary information to filter records for report generation purpose.
Click on Generate Report button.
Report gets generated as per filtered information.

Spending By Item Category

Overview

This report is related to bid process, and will be used by the users to track/monitor how much money the Procuring Entities are spending in Items and then PS can use this information for future plan to include the Items in the Catalog.

Navigation

Management Reports ► Spending By Item Category

Spending By Item Category screen field and Tab

Field	Description
Publish Date From	The start date when Notices is published.
Publish Date To	The end date when Notices is published.
Agency	Institution (Buyer’s) Name to be selected from lookup button.

Procedure

User: Admin

User is logged into the system and goes to Spending By Item Category screen.
User enters necessary information to filter records for report generation purpose.
Click on Generate Report button.
Report gets generated as per filtered information.

Suppliers By Country Or Province/State Report

Overview

The purpose is to generate reports based on Subscriber Organizations by Country and Province/State.

Navigation

Management Reports ► Suppliers By Country Or Province/State Report.

Suppliers By Country Or Province/State Report screen field and Tabs

Field	Description
Reporting Period Initial	Initial Date of Reporting period to be selected from calendar button.
Reporting Period Final	End Date of Reporting period to be selected from calendar button.
Supplier Organization	Whether the supplier organisation is foreign or local is mentioned in this field from the lookup button.
Comment	Comment on the report is made in this field.
Region	Region of Supplier is selected from the lookup button.

Procedure

User: Admin

User is logged into the system and goes to Suppliers By Country Or Province/State Report screen.
User enters necessary information to filter records for report generation purpose.
Click on Generate Report button.
Report gets generated as per filtered information.

Region

Suppliers By Form Of Organization Report

Overview

This report is generated for Suppliers By Form Of Organization.

Navigation

Management Reports ► Suppliers By Form Of Organization Report

Suppliers By Form Of Organization Report screen Fields

Field	Description
Reporting Period Initial	Initial Date of Reporting period to be selected from calendar button.
Reporting Period Final	End Date of Reporting period to be selected from calendar button.
Supplier Organization	Whether the supplier organisation is foreign or local is selected from the dropdown box.
Comment	Comment on the report is entered in this report.

Procedure

User: Admin

User is logged into the system and goes to Suppliers By Form Of Organization Report screen.
User enters necessary information to filter records for report generation purpose.
Click on Generate Report button.
Report gets generated as per filtered information.

System Usage Report

Overview

The purpose of this report is to present auditors and system administrators a detail listing of users with last login date between a specified date. Listing is delimited by last login date within a range, can be filtered by role of user.

Navigation

Management Reports ► System Usage Report

System Usage Report screen field and Tabs

Field	Description
User Role	User Role to be selected from lookup button as filter criteria.
Last Login Date From	Initial last login date to be selected from calendar button.
Last Login Date To	End last login date to be selected from calendar button.
Sort By	Sort By criteria with respect to User Id and Last Login Date.
User ID	Sorting based on User ID.
Last Login Date	Sorting based on Last login Date.

Procedure

User: Admin

User is logged into the system and goes to System Usage Report screen.
User enters necessary information to filter records for report generation purpose.
Click on Generate Report button.
Report gets generated as per filtered information.