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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.
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
start reaping all the benefits of the Ariba community.****
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.
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.
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.

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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 start reaping all the benefits of the Ariba community.****
  • 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.