Flexible Ledger Detail

______Report Guide

Consultant Volume Listing

CTF14968

Section 1.Introduction

Purpose of the Report

The report displayssummary and detailed data regarding consulting contracts for a specified date range. This report ranks the consultants by the dollar volume (from high to low) for work performed and calculates a percentage of total work assigned by the agency. The report is available in both PDF and CSV Format.

This report is used to monitor and review contractor usage.

User must specify agency business unit, from date, to date

Type of Report

Structured Query Report (SQR); Format - Portable Document Format (PDF) or CSV (MS Excel)

Legacy SAAAS/CAS Reports

N/A

Role(s) Needed to Access the Report

CT Purchasing Report Maker

Navigation Path to the Report

Main Menu Core-CT Financials Procurement Contracts Reports Consultant Volume Listing

Suggested Run Times

Ad hoc

1

Consultant Volume Listing

Section 2.Report Request Parameters

General Notes:

  • Select an existing Run Control ID or enter a new one
  • For reports that are run on a regular basis, user should select a Run Control ID naming convention that can be easily identified (e.g., Consultant_Volume)
  • An asterisk * preceding the field name indicates input is required

Parameters see screenshots below
In This Field / Enter / Notes
* Business Unit: / type business unit or use the lookup to select / use must specify agency business unit
Vendor ID: / type vendor ID or use the lookup to select / optional: recommended leave blank to display data for all vendors
* From Date: / type from date or use the calendar icon to select / user must specify a beginning date
* To Date: / type to date or use the calendar icon to select / user must specify an ending date
Summary/Detail: / select value from the dropdown menu / Summary lists vendors by rank (descending)
Detail lists vendors alphabetically with no ranking
Contract Type Selection / type contract type or use the lookup to select / user can select one or more contract types
/ push the save button to save report parameters / save reports that you want to run on a regular basis
/ push the run control button /
  • click on the select box for report
  • leave the server name blank
  • select format – PDF and both PDF and CSV (MS Excel) formats will be created.User does not need to run CSV format separately.
  • push the OK button

Report Request Parameters

Process Monitor

Process Monitor
In This Field / Enter / Notes
Process Monitor / click the Process Monitor link /
  • to view the processing status of the report
  • push the refresh button until the Run Status is “Success” and the Distribution Status is “Posted”
  • click the Details link
  • click the View Log/Trace link
  • click the report name link to display results

Section 3.Example(s) of Report Output

Examplesof rows generated for a Consultant Volume Listing report with the suggested parameters.

Figure 1– CTF14968summaryreport in PDF format

Figure 2 – CTF14968detail report in PDF format

Figure 3 - CTF14968 CSV format - Optimized for Excel analysis

1