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Conga Support

Generating a Supplier Registration Report

You can generate a report on the supplier registrations that are displayed in your Supplier Registrations Browse screen. The Supplier Registration Report provides a chronology of each registration, including contact information for the supplier, the dates on which the registration's status changed as it moved through the review process, as well as notes that identify each step in the process.

A

Navigation Toolbar

Click on My Place to display the menu, and then click on Supplier Registrations to display your Supplier Registration Browse screen.

Note: If the Supplier Registrations link is not in your My Place menu, you do not have the permission to view or approve/decline supplier registrations.

B

Supplier Registration Report button

Click to display a Supplier Registrations Report Options prompt.

C

Report Format list

Make a selection in the list, depending on the format in which you want to display the report. The options are XLS (Excel Spreadsheet), PDF (Portable Document Format file), and HTML, which displays the report in a system-formatted Report Preview window.

D

OK button

Click to launch the report.

The sample report below is the HTML version of the report, displayed in the Report Preview window. This sample page of the report shows the basic information provided for each supplier registration.

E

Supplier Registration Type

The report is grouped by Registration Types, depicted by a top-level gray header, and individual supplier registrations of this type are displayed below the header. If there is more than one registration type in the report, other top-level gray headers will display in the report.

F

Supplier Company Name

Locate the company name(s) whose information you want to view.

G

Status of Registration

View the current status of the registration. The possible statuses are Pending, Submitted, Accepted, and Declined.

H

Supplier Company Address

Verify that the address and contact information for the company has been provided. The Supplier Address information is displayed under a lower-level gray header.

I

Registration History

View the history of the supplier registration, which includes the name of person who created submitted the supplier registration, and the person who approved (or declined) the registration, along with the dates on which both events occurred. The Registration History is displayed under a lower-level gray header.