Understanding your Tier-1 spend report download
There outputs from the tier-1 ad-hoc reporting tool are provided in two forms:
- A result displayed onscreen;
- A Microsoft Excel download.
This article is a detailed look at the Excel download.
The exact contents of the download are determined by 2 main categories of choices that you have made.
- The criteria (such as diversity classifications, date range, certifications, codes, etc) - this determines what will be included in the report.
- The output option you selected - this determines how the results will be displayed.
Impact of the format you choose
Standard Format
In the illustration below, the data is output based on the choices you make. The data in the report is delimited by the type of report - so for example the business category report breaks out the spend by each of the diversity business categories (minority, Woman, veteran and so on). The location report breaks up the results by State. The ethnicity format organizes the data by ethnicity. This pattern is consistent for all of the options circled below.
Diversity Report Format
For the options that are not circled - Diversity Report and Diversity Report (time machine) - the format is fixed and these reports will always contain the same structure of data.
Now let's take a look at an example of each one. There is a lot to cover so it may be easier for you to watch the video tutorial first.
Video - Understanding the Standard Report Format
Hint: Click on in the bottom right corner of the video to make it larger
Video - Understanding the Diversity Report Format
Hint: Click on in the bottom right corner of the video to make it larger
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