Investment in The Coconut Industry by Nancy Cheruiyot
Ariba Knowledge Nuggets - Reporting in Contract Management
1. Reporting — Access to Your Contract Information
Reporting and Analysis gives you access to complex business information from multiple sources, including
contract projects and matching invoices. Reports display data from these sources on a pivot table, which you
can manipulate to see different scenarios for the data. Pivot tables allow you to filter, slice, and drill down into
the information as needed to see broad patterns and relationships, summary information, and detail at the
same time.
Facts represent the basic transactions you are investigating when you run a report. Facts can be contracts,
contract requests, and others. The data you want to examine in the report—suppliers, contract projects,
commodities, contract amounts, and so on—are elements of those facts. Information about a business tends
to fall naturally into dimensions such as commodities (or products), cost departments or centers (business
units), suppliers, and time. Supplier and commodity are just two examples of dimensions in contract
workspaces:
Fact:
Procurement Contract Workspace
Dimensions:
• Effective Date (Time)
• Supplier
• Contract
• Commodity
• Organization (Department)
Project (Project Information)
Dimensions can stretch across multiple facts. For example, both Contract Clause and Procurement Contract
Workspace have time and project information dimensions. A dimension can contain different levels of data.
Those levels are organized in a top-down structure called a hierarchy, which progresses from general to
specific information. For example, the lowest level in the Commodity hierarchy in the Commodity dimension
might be the actual commodity item; the next level might be the class of product, then the product family, with
the highest level being product segment.
Dimension: Commodity
Hierarchy: Commodity
Segment: Information Technology Broadcasting and Telecommunications
Family: Computers and Peripherals
Class: Peripheral Devices
Commodity: Trackball
In a report, you can display a high-level summary using the top level of the hierarchy, or you can expand the
report view to display detailed information from the lower levels of the hierarchy.
2. Viewing and Manipulating Data in the Pivot Table
You use row fields, column fields, page fields, detail fields, and data fields to examine different aspects of re-
port data. Your ability to use fields on a pivot table is determined by the kind of report you are viewing and the
Ariba Spend Management solution your company has purchased.
Page fields Row fields Data fields Column fields
• You use row and column fields on the pivot table as the basic controls for changing your view of data. For
example, if you click 2007 and choose Drill Down By: Quarter, the pivot table displays only data for the
quarters of 2007. If you instead click Estimated Close Date, the data menu for the Estimated Close Date
hierarchy, and choose Expand Next Level: Quarter, the pivot displays data for all of the quarters in
2007. Clicking Estimated Close Date again and choosing Collapse This Level: Quarter returns you to
totals for 2007. You can continue to display data for different time periods using the Estimated Close
Date menu.
• You use the Field Browser to filter current data on the pivot table, or drag page fields to the pivot table to
show other aspects of the data.
NETWORK WITH OTHER ARIBA CUSTOMERS AND FIND OUT HOW
THEY ARE USING THEIR CONTRACT MANAGEMENT SOLUTION,
SHARE BEST PRACTICES AND ASK QUESTIONS!
****If you are not a member of the Customer Success
Group on Ariba Exchange….now is the perfect time to
join. If you are already registered on Exchange, just
click on Customer Success group to join. If you are not
on Exchange, go to exchange.ariba.com to join and
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3. Reporting and Analysis for Ariba Contract Management
When analyzing your company’s contracts, you might typically ask the following questions:
• How is my company using contracts? You might want to analyze contracts by commodity, supplier, or
organization. Who are your suppliers and how many contracts do you have with them? Which parts of
your company are creating those contracts? Is your company re-using standard clauses, or modifying
them for each contract? Once you view your contract data, you can investigate further by asking: are there
areas of overlap, and where can you consolidate?
• What contract activity can I anticipate in the near future? You can analyze contracts by expiration or
start date. What contracts are expiring in the next three or six months? What contracts are starting? Which
parts of your company are responsible for these contracts? After viewing the data, you can delve into
operational efficiency: are there any bottlenecks? What are they costing you?
• Is my company’s spend compliant with contracts? You can analyze contract and non-contract spend by
commodity, supplier, or organization. Do you have contract and non-contract spend for the same
commodity, or with the same supplier? Are you buying some commodities without contracts? Which
parts of your company are spending on contract and which parts aren’t? After comparing contract and
non-contract spend, you can determine sourcing opportunities and areas for consolidation.
Contract Workspace Analysis reports are designed Internal Contract Workspace Analysis reports are
to give you visibility into your company’s procurement designed to give you visibility into your company’s
contract activity by supplier, commodity, region, and internal contract workspace activity by deal stage,
so forth, and to allow you to easily monitor owner, status, and so forth, and allow you to easily
procurement contracts that are set to expire or start monitor internal contracts that are set to expire or
soon. Some Contract Workspace Analysis reports start soon. They are only available in Ariba Contract
provide information on how your company uses Management solutions that have the internal contract
different clauses in procurement contracts. Contract workspace feature enabled. Internal Contract
Workspace Analysis reports provide data on the Workspace Analysis reports provide data on the
procurement contract workspace project level, such sales contract workspace project level, such as the
as the number of pending procurement contracts for a number of published internal contracts that are due
supplier that are due to start in the next six months, or to start in the next three months.
on the clause level, such as the number of
procurement contracts that use specific clauses.
Sales Contract Workspace Analysis reports are The Project Analysis (All Project Types) and
designed to give you visibility into your company’s Project Task Analysis folders contain reports that
sales contract request and workspace activity by deal can be run across all Ariba Spend Management
stage, owner, status, and so forth, and allow you to projects, including contract workspaces and contract
easily monitor sales contracts that are set to expire or requests.
start soon. Sales Contract Workspace Analysis ———————————————————————-
reports provide data on the sales contract request or To explore prepackaged reports:
workspace project level, such as the number of
published sales contracts that are due to start in the 1. In the command bar, choose Manage > Prepackaged
next three months, or the number of active sales Reports.
contract requests in a specific deal stage for the 2. To see the variety of reports available, click the
current quarter. expand arrow by a folder or click the folder and
choose Open.
3. Mouse over a report icon to see a brief description of
the report.
4. Active Internal Contract Workspaces Active internal contracts by the effective date of the contract. Slice and dice by
By Effective Date owner, amount, and region. This report shows internal contract workspace
project counts and contract amounts for project types by effective date in
aggregate view. Drill down or filter data further by project type, commodity
category, start date, expiration date, organization, management owner, user
owner, process, region, state, contract status, and related ID. By default, the
report only shows data for internal contract workspaces in the active state.
Active Internal Contract Workspaces Active internal contract workspaces by owner. Slice and dice contracts by region,
by Internal Owner / or by Status amount and status. This report shows internal contract workspace project
counts and contract amounts for user owners and project names by start year in
aggregate view. Drill down or filter data further by user owner, project name,
start date, commodity, on time/late status, organization, management owner,
region, state, and contract status. By default, the report only shows data for
internal contract workspaces in the active state.
Internal Contract Workspaces to All internal contract workspaces with expiration dates in the next three months.
Expire in Next Three Months This report shows internal contract workspace project counts for each of the next
three expiration months by due date in aggregate view. Drill down or filter data
further by project type, expiration date, due date, organization, user owner,
management owner, process, status, commodity, and region.
Average Internal Contract Workspace Duration of internal contract projects from start date to completion by days. This
Duration by Start Date report shows internal contract workspace duration and project counts for project
types and project names by start year in aggregate view. Drill down or filter data
further by project type, project name, start date, commodity, end date, on time/
late status, organization, management owner, user owner, region, state, and
contract status. By default, the report only shows data for internal contract
workspaces.
Active Contract Requests by The number of active procurement contract requests for each commodity.
Commodity This report displays procurement contract request project counts for top-level
commodities and individual request names by start date in aggregate view.
Drill down or filter by commodity, project name, start date, contract status, on
time/late, organization, management owner, region, state, and project type; by
default, the report is filtered on active procurement contract workspace requests.
Active Contract Requests by Owner / The number of active procurement contract requests owned by each user and
Supplier / their amounts. This report displays procurement contract request project counts
and contract amounts for each user and individual request names by start date in
aggregate view. Drill down or filter by owner, procurement contract request
project name, start date, commodity, on time/late, organization, management
owner, region, state, status, related ID, and supplier; by default, the report is
filtered on active procurement contract requests.
5. Active Contract Workspaces by The number of active procurement contract workspaces for each commodity, or
Commodity / Effective Date / Owner effective date, or owner, or region, or status or by supplier.
/ Region / Status / Supplier
Contract Clause Usage The contract clauses that are used the most and the least in your organization’s
procurement contract workspaces. This report displays contract clause counts
for each procurement contract workspace name in aggregate view.
Contract Clause Usage Modifications The contract clauses that your organization uses in modified form versus
standard template clauses in procurement contracts. This report displays
contract clause counts for each procurement contract workspace
name by modified status in aggregate view.
Contract Workspaces to Expire in The contract workspaces that are due to expire in the next six months.
Next 3, 6 or 12 Months This report displays contract workspace project counts and amounts for each of
the next three, six, or twelve months by due date in aggregate view.
Contract Workspaces to Start in Next The procurement contract workspaces that are due to start in the next three
3 Months months.
Late Contract Workspaces by Owner The procurement contract workspaces that are past their due date and their
And Due Date owners. This report displays procurement contract workspace project counts for
each owner by due date in aggregate view.
All Contract Workspaces This report displays all contract project (workspace and request) counts and
amounts by project name, contract ID, start date, test project status, top-level
commodity category, region, status, state, project owner, and task owner in detail
view.
Procurement Contract Requests This report displays procurement contract request counts and contract amounts
by project name, contract ID, start date, test project status, top-level commodity
category, region, status, state, project owner, and task owner in detail view.
Active Projects by Owner / Status Active projects of every type for each owner, status.
User Names and Permissions This report displays user counts by user ID, user, active status, last login date,
Create Internal Contract Workspace Ability, Create Sales Contract Workspace
Ability, Create Procurement Contract Workspace Ability, Create Sales Contract
Request Ability, Create Sourcing Project Ability, Create SPM Project Ability, and
Create Supplier Project Ability in detail view.
This is just a partial list of all the prepackaged reports available to you based on your
Contract Management solution. For a more complete list, consult the
reporting guide in your Help and Support Tab of your Ariba application.