Reports

Generate comprehensive procurement intelligence reports. From competitive analysis to market research, create reports that inform strategic decisions.

Report Types

Vendor Report

Complete profile of any vendor:

• Company overview
• Contract history
• Performance metrics
• Agency relationships
• Trend analysis

Agency Report

Deep dive on government department:

• Spending analysis
• Top vendors
• Category breakdown
• Procurement patterns
• Forecasted opportunities

Market Report

Category or market analysis:

• Market size and growth
• Competitive landscape
• Key vendors
• Agency spending
• Trend analysis

Pipeline Report

Your opportunity pipeline:

• Active opportunities
• Stage distribution
• Value analysis
• Timeline
• Success metrics

Competitive Report

Head-to-head comparison:

• Multiple vendors compared
• Strengths and weaknesses
• Win rate comparison
• Agency overlap
• Category analysis

Creating Reports

Report Configuration

Data Selection

Choose what to include:

• Date range
• Agencies to include
• Categories to cover
• Vendors to analyze
• Value thresholds

Sections

Select report sections:

• Executive summary
• Detailed analysis
• Charts and visualizations
• Data tables
• Appendices

Format Options

Configure output:

• Page layout
• Branding (logo, colors)
• Chart style
• Data granularity

Export Formats

PDF

Best for sharing:

• Professional formatting
• Fixed layout
• Easy to distribute
• Print-ready

Word (DOCX)

Best for editing:

• Fully editable
• Add your analysis
• Incorporate into larger docs
• Track changes support

Excel

Best for data analysis:

• Raw data access
• Create custom charts
• Additional analysis
• Pivot table ready

PowerPoint

Best for presentations:

• One slide per section
• Charts presentation-ready
• Easy to present
• Customizable

Scheduled Reports

Automate regular reports:

Setting Up Schedules

1. Create and configure report
2. Click Schedule
3. Set frequency (daily, weekly, monthly)
4. Choose delivery day/time
5. Add recipients

Delivery Options

• Email to recipients
• Save to your library
• Upload to cloud storage
• Team notification

Managing Schedules

• View all scheduled reports
• Edit schedules
• Pause/resume
• Delete schedules

Report Templates

Using Templates

Start faster with templates:

1. Browse template gallery
2. Preview template content
3. Click Use Template
4. Customize as needed

Saving Templates

Save your configurations:

1. Configure report
2. Click Save as Template
3. Name and describe
4. Share with team (optional)

Custom Reports

Build reports from scratch:

Report Builder

• Drag-and-drop sections
• Custom data queries
• Flexible layouts
• Multiple visualizations

Advanced Options

• Custom calculations
• Cross-data analysis
• Conditional formatting
• Dynamic filters

Report Best Practices

Know Your Audience

• Executive: Key metrics, summary
• Strategy: Trends, analysis
• Capture: Specific opportunities
• Operations: Detailed data

Tell a Story

• Clear narrative flow
• Insights, not just data
• Actionable recommendations
• Supporting evidence

Maintain Consistency

• Standard formats
• Consistent terminology
• Regular updates
• Version tracking

Quality Control

• Review before distribution
• Verify data accuracy
• Check formatting
• Test links

Report Library

Access your reports:

• Recent reports
• Saved reports
• Template library
• Scheduled reports

Organize with:

• Folders
• Tags
• Search
• Favorites

Next Steps

• Dashboards - Live monitoring
• Vendor Analytics - Vendor data
• Procurement Analytics - Agency data