How to Export and Review Vendor Performance Reports How to Export and Review Vendor Performance Reports

How to Export and Review Vendor Performance Reports

How to View the Vendor Performance Report

  1. Go to Menu

  2. Select Vendors

  3. Click Vendor Performance

The default Vendor Performance report will load automatically.


How to Filter the Report

To view data for a specific vendor:

  • Use the search bar at the top of the page

  • Enter the vendor’s name

  • The report will update automatically


How to Sort Vendors by Performance Rating

To sort vendors from highest to lowest rating:

  1. Select a Survey Category

  2. Vendors will automatically sort based on that category’s rating


How to Export the Vendor Performance Report

  1. Click Export Report

  2. A downloadable file will be generated


What Data Is Included in the Report?

The Vendor Performance report includes:

  • Survey ratings

  • Survey categories

  • Vendor-level performance data


Access

RoleAccess to Vendor Performance Report
Admin User✅ Yes
Overview User❌ No
Department Overview User❌ No
Ordinary User❌ No