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Adding a Report to Top Level Navigation

Contract Management has two standard functions as below

  •    Agreements
  •     Clause Library

We can add reports to either of the functions for ease of the customer or as per the requirement.

Adding a report under Agreements

There are some standard reports already present under Agreements but if you want to add your own report under Agreements follow the below steps:

For example, if you want a report which will fetch all the Suppliers and you want to place the report under Agreements:

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  1.    Create a Query which will fetch all the suppliers present in the System.
  2.    Add your Query to Query Groups by going to Setup > Query Group and Click on Master Agreement List as shown below:

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3.      Click on Edit  and then on Queries

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4.       Click on Add Query Reference & and the Query which you want to add under Agreements and click Ok:

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5.       Query has been added successfully:

6.       Check the tick box Include in Top Level Navigation and click on Save and Done:

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7.       Report will be added under Agreements:

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Adding a report under Clause Library

There are reports already present under Clause Library but if you want to add your own report under Clause Library follow the below steps:

For example, if you want a report which will fetch all the Contract Document Templates and add it under Clause Library:

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1.     Create a Query which will fetch all the Contract Document Templates and add it in Reports.

2.       Click on Setup>Analysis Reports Setup

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3.       Now click on ESourcing Analysis and then on Edit in order to make it editable. Then click on Contract Management

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4.       Select Report Entry from the dropdown and then click on Add

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5.       Now Add the Report which you have created and fill the details as follows:

In SRM Menu Reference add odpMasterCategory_ClauseLibrary

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6.     Click on Ok and Done. Report is added under Clause Library

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2 Comments

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  1. Kranthi Paruchuri

    Thanks for the blog.

    1. Perhaps this it would be more helpful if you can explain how to obtain query group name, which is “Master Agreement List” in this case.

    Finding query group name is little tricky.

    Go to setup -> System Setup -> Queries and Reports – > Query Group.

    Select from the dropdown “Search Query Groups by Queries Used” and search for one of the query. For example, if I enter “search master agreement templates”, one of the query returned is “FCI-AllContractTemplates”. When i select this query and search for the groups,  I get query group “Master agreement List”.

    2. Second part of this blog is bit confusing. Procedure you explained for  “Clause Library” is to update reports displayed from top-level “Reports” menu. It is not for menu list from Contract Management -> Clause Library.

    Cheers,

    ~kranthi

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    1. Kushagra Agrawal Post author

      Hi Kranthi,

      Thank you for the feedback.

      Sometimes there is the requirement to add up the report under the Clause library so it was written keeping that context in mind.

      Apprecite your kind feedback.

      Br,

      Kushagra A

      (0) 

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