Learning Path - PO Reports - Quarterly Scorecard Buckets

What Are We Trying to Accomplish?

The Quarterly Scorecard Buckets is a report to view scorecard grades for selected vendors at once, without the need to individually click on each vendor score from the PO Management screen. The report will deliver scorecards for all metrics (on time, quality, price variance, responsiveness) for the last four quarters in CSV format.  

How Do I Run This Report?

Once you run this report, a pop-up window of Report Settings will open for you to set the parameters of the report using the available filters.

1. Select the External Vendors, you wish to gather the report on.
2. Currently, Format only supports CSV for this report at this time.
3. Click "Notify when completed" to receive an email with a link to the report.
   Note: When the report is complete it will be listed under Generated Reports.
   Be sure to review and download a copy because this report will only be available for 14 days.  You may need to refresh the page to view. 
4. Select how you'd like to generate these reports:
   • One Time Report if you'd like to run this report once.
   • Scheduled Report to set up a schedule for these reports, click here to review Scheduled Reports.
5. Click Run to generate the report.

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