How to: Generate a Tier-1 Download Data Report (raw data)

Overview

The Tier-1 Download Data report provides a detailed view of all spend data uploaded into your system for a selected year or quarter. The report displays each individual spend record, including company name, spend amount, spend date, and any custom spend attributes that were included during upload.

To learn how to generate this report, follow the below steps in your system.

1. Navigating

   Go to the Tier-1 App and select Tier-1 Spend Dashboard

   

   From the Tier-1 Tools Menu, select Download Data

   

2. Generating the Report

   Select Create New Report

   

   Set Report Parameters:

   Entry Date Rules: Choose between "Year to Date Submitted Reports" or "Quarters", if choosing Quarters, you will be able to specify which quarters to view.

   Report Year: Select the year for which you want to view the data.

   Spend Type: Select the spend type (default is User Spend)

   Exclusion Group: If exclusion groups have been created, you can apply them here as a filter.

Click Submit to generate the raw data report. Depending on the file size, it may take up to 30 minutes to complete. Once ready, a download icon will appear along with a "Complete" status, indicating the report is available for export.

For an interactive step-by- step guide, please see Tier-1 Download Data Report