Review Tier 1 Reports

Overview

Reviewing Tier 1 Reports in SupplierGATEWAY allows users to analyze direct supplier spend, validate reporting results, and gain insight into procurement activity and supplier performance. Tier 1 Reports support internal decision-making, supplier diversity initiatives, and compliance reporting by presenting standardized and auditable spend data.

This article explains how to access, review, and interpret Tier 1 Reports within SupplierGATEWAY.

---

Prerequisites

Before reviewing Tier 1 Reports, the following conditions must be met:

• The user has access to the Reporting or Tier 1 application.

• The user has permission to view Tier 1 spend data.

• Tier 1 spend data has been uploaded and processed for specific time period you wish to view.

---

Access Tier 1 Reports

1. From the navigation bar, select the Tier 1 application.

2. Select Tier 1 Spend Dashboard 

The system displays filters to generate a high level Tier 1 Spend Dashboard or a Tier 1 Tools Menu where you can navigate to various tier 1 related functions such as ad hoc report console, upload spend console, download raw data reports and more.

---

Review Tier 1 Dashboard

Step 1: Apply Dashboard Filters

The following filters and reporting criteria are available when generating spend and supplier reporting outputs within SupplierGateway:

• Fiscal Year
  Select the fiscal year associated with the spend data you would like to review.
• Reporting Period(s)
  Define the reporting period or date range to narrow the report output to a specific timeframe.
• Supplier Classifications / Report Category Filters
  Filter report results based on supplier classifications or report categories configured within your spend custom data uploads, if applicable.
• Spend Type
  Filter spend results by the applicable spend type associated with the transaction data.
• Diversity Status
  Limit report results based on supplier diversity classifications and certification statuses.
• Local Area
  Filter suppliers or spend activity by configured local area definitions established within your organization, if applicable.
• Exclusion Group
  Apply exclusion rules to remove specific supplier categories, classifications, or spend activity from report output calculations and totals, if configured.

Select Submit.

The dashboard initially displays results based on the selected filter criteria. Filters can be adjusted at any time directly from the dashboard console.

---

Step 2: Analyze Summary Metrics on Tier 1 Spend Dashboard

Review high-level metrics, which may include:

• Total spend (default page displays United States spend only)

• Total diverse spend

• Spend by classification or demographic

• Top suppliers by spend

Graphs and summary panels provide immediate insight into Tier 1 performance. 

---

Step 3: Review Detailed Views

1. Navigate between dashboard tabs, such as:

   • By Certification

   • By Ethnicity

   • View YOY Data

2. Review breakdowns and trend indicators.

---

Review Tier 1 Ad Hoc Reports (If Applicable)

1. Navigate to Tier 1 Tools within the Tier 1 app.

2. Select Tier 1 Ad Hoc Report.

3. Define report parameters, such as:

   • Date range

   • Report Type

   • Spend Type (note: User Spend is the default)

   • Select specific filters such as business classifications, geographic locations, certification types, and available spend custom data. These criteria will define the report parameters and ensure that only suppliers matching the selected requirements are included in the final report output.

4. Select Generate report.

5. Review a summary preview dashboard, where you can confirm your selected criteria before proceeding. Alternatively, you can expedite the process by selecting “Generate Report” instead of viewing the preview.

Ad Hoc reports provide granular data for custom analysis.

---

Validate Report Results

When reviewing Tier 1 Reports:

• Confirm totals align with expected spend.

• Review supplier classifications

• Identify anomalies or data gaps.

• Document findings or questions for follow-up.

---

Export or Share Reports

Once the report has finished generating, typically within 30–60 minutes, an email notification will be sent advising that the report is available for download, along with a quick access link.

To manually access completed reports, navigate back to the Tier 1 app, select Tier 1 Tools, then open the Ad Hoc Report Console and select Download Ad-Hoc Reports.

Both newly generated and previously generated reports remain available for download for up to 90 days.

All exported reports retain the filters and reporting criteria applied at the time the report was generated.

---

Outcome

Once Tier 1 Reports are reviewed:

• Users gain visibility into direct supplier spend.

• Data can be validated for accuracy and completeness.

• Insights support strategic, compliance, and reporting needs.

• Reports are ready for sharing or further analysis.

---

Related Articles

• Understand Tier 1 Reporting

• Upload Tier 1 Spend Data

• Generate Tier 1 Reports

• Understand Supplier Classifications