Vendor Analysis Report

Use the NY Vendor Analysis Report page to create the New York Vendor analysis report.

Menu path

From the Fund Accounting menu, select State. From the State - NY menu, select Vendor Analysis Report.

Selection rule

Vendor data is selected and reported based on the criteria selected on the NY Vendor Analysis Report page.

Create file

1. On the NY Vendor Analysis Report page, select the File Format and Sort Order.

2. Select or enter the Report Criteria and Additional Report Criteria.

3. Select Advanced to select, add, update, or delete advanced search queries. For more information about advanced search queries, refer to Advanced Search. To remove the advanced search queries applied on the NY Vendor Analysis Report page, select Reset.

4. Select Create, then Yes.

5. Save the file and select OK.

6. Navigate to the folder containing the report file.

7. Inspect the file. Update data if needed.

8. Repeat these steps until all the required data is included.

The default file names are:

• Excel: Vendor Analysis Report_<MMDDYYYY>_<hhmmss>.xlsx

• PDF: Vendor Analysis Report_<MMDDYYYY>_<hhmmss>.pdf