Atamis SA Reports

Report Types

This section relates only to users with advanced reporting requirements.

Report Types determine which fields are available for use within a Report. The name of a Report’s Report Type can be seen at the top left of the Report Builder. There are some Custom Report Types included in Atamis 3.0 which provide a useful subset of commonly used fields. These are:

 

Custom Report TypeUsageFields/Objects
Spend AnalysisFor most Spend Analysis reporting (including flexi-fields)

Most Expenditure fields plus some Supplier, Category, Department, Cost Centre and

Contract fields

Contract AnalysisFor analysing contract savings and expiry datesContract object only
Supplier AnalysisAnalysis of suppliers using Default Category and ContractsSuppliers, Categories and Contracts (no Expenditure fields)
Supplier ListAnalysis of Suppliers using just supplier fieldsSupplier object only
Supplier Report Under AnalysisFor identifying multiple levels of Report UnderSupplier object only
Suppliers and Custom RulesAll suppliers with custom rules where they existSuppliers and Custom Mapping Rules objects

If you find that the Report Type does not contain the field you require to generate your report, you can use some of the Standard Report Types. There are many of these, and they will include all fields from an object. If you click New Report… and expand the folder for Other Reports you will see the full list. Some examples are given below:

 

Standard Report

Type

Fields/Objects
SuppliersAll fields from the Supplier object only
Expenditure with CategoryAll fields from the Expenditure and Category objects
Contracts with Contract KPIsAll fields from the Contract and Contract KPI objects
Supplier HistoryThe audit trail of all changes made to key fields on the Supplier object
etc.

Note that for convenience, the Expenditure object in Atamis SA has been created with some fields that are pulled in from other objects e.g. Supplier Original Name (from the Supplier object), Category Group (from the Category object), or Contract Start Date (from the Contract object).

Updated

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