What Are We Trying to Accomplish?
The Trending ScoreCard Vendors is a report designed to provide a snapshot of the total scorecard grade for each vendor. The report will deliver overall grades by quarter or monthly time segments in PDF 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.
- Select the Active Vendors, you wish to gather the report on.
- Select whether you'd like monthly or quarterly reports in Time Segments.
- Currently, Format only supports PDF for this report at this time.
- 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.
- 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.
- Click Run to generate the report.