Reports Format

The Report functions are accessed via the Navigation screen shown in the following figure. FPDS-NG reporting allows the Federal Government to track what is purchased which agencies are purchasing and contract statistics. FPDS-NG gathers information on reported procurement transactions and stores this information in a database for analysis and reporting. The reports are generated using two types of functionality:




The following sections provide instruction for accessing and generating reports in FPDS-NG. Government and public users have similar procedures for accessing reports. Both procedures are provided in this manual. To access the reports in FPDS-NG, you must be a registered government or public user in FPDS-NG. The following instructions can be used based on the designation of the user (government or public). Some reports are not accessible for the public users.

Standard Reports

The My Favorites Reports module is used to acquire and store selected reports that may contain up to one year’s worth of data. FPDS-NG reports are generated using the data agencies submit in the Awards and IDVs sections.

The Standard Reports screen, shown in the following figure, stores a list of selected reports in the view-list. The different categories of reports are listed below.



The Standard Reports screen references the user’s profile to display selected reports. The first time the screen is initially opened, the “Favorites” folder is the default folder and there will be no reports to be displayed. Reports must first be added by clicking on the button from any of the report categories in order to store and view them on the “Favorites” screen.

Figure 0 1 Favorites Screen

Available Reports

The screen that is shown in the following figure is broken down into categories for the various types of reports and information offered in FPDS-NG. Those categories are: Favorites, Who, What, Where, When, How, Ad Hoc Reports, and System Administration reports, as well as Help and Submit Comments. Each report category includes a “bookmark” icon and the users can use this icon to add the specific report to the Favorites category. The “Preview” icon allows the user to look at the report without executing it. The reports that are listed on the Favorites category include a “Delete” icon and the users can use this icon to delete the report from the Favorites category. The search criteria screen is automatically brought up after the user click on the name of the report.

If you are a new user, the Favorites category will initially be blank until reports are added to this category. If you are a current user, all the reports that have been added to the “Favorites” category will appear automatically.

Figure 0 2 Favorites Screen

View Reports

The users may view reports before adding them to the Favorites screen by selecting the preview icon located in front of each report. The report format is displayed as shown in the following figure.







Figure 0 3 Report Preview

Favorites Screen

Once reports are selected from the various Reports Buttons the user is able to generate a report from the My Favorites screen shown in the following figure.

Figure 0 4 Favorites Screen

Report Categories


Favorite Reports are defined by the user and consist of a collection of reports that have been specifically chosen. If you are a new user, this section will be blank until you add the reports to the Favorites section. Otherwise, the “Favorites” category will be populated with the reports that have been added to “My Favorites.”


Who Reports are defined as:


Who is winning government contracts by vendor name or type?


The reports in this section include:

Contractor Search Report

Awards by Contractor Type


What Reports are defined as:


What types of products and services the government has been buying?


The reports in this section include:

Total Actions by PSC Report

Total Actions by NAICS Report

Procurement History for Market Research

Federal Contract Actions & Dollars

Contract Detail Report

Trade Agreements Report

Other Transactions Report (This report is for DoD, DHS and HHS only)


Where Reports are defined as:


Where is the government spending its money, both in the US and abroad?


The reports in this section include:

Buy American Act Place of Manufacture Report

Geographic Reports by Place of Performance

Geographic Report by Vendor Location


When Reports are defined as:

When were the procurements made?


The reports in this section include:

Procurement History for Market Research Report

Contract Detail Report


How Reports are defined as


How did the government make the award (small business, type of competition, purchase card, etc.)? How is the government meeting its statutory goals?


The Reports in this section include:


Bundled and Consolidated Contracts Report

Buying Through Government Acquisition Vehicles Report

Competition Report

Funding Report

Local Area Set Aside Report

Official Small Business Goaling Report for FY 2005 and FY 2006

Official Small Business Goaling Report for FY 2007

Performance Based Acquisition Report

Purchase Card as Payment Method Report

Recycled Content Product Purchasing Data Report

Small Business Achievements by Awarding Organization Report

Small Business Competitiveness Demonstration Program Report

Small Business Goaling Report


Ad Hoc Reports are defined as:

Custom reports created by the users. This section will be blank until the user creates a custom Ad Hoc report.

Search Name

The Search name shown in the following figure is displayed with the name “Default.” This field is used to name the search criteria entered for a selected report. Saving the search criteria with a designated name stores the information on the My Favorites Screen under the original link for the report. The saved search criterion is associated with the users login ID. The user can retrieve this information by selecting the saved name in the My Favorites screen. This function saves key strokes by eliminating the process of entering repeated search information for recurring reports.

Search Criteria Features

Search criteria screens are used to run all reports. After clicking on the name of the report, the search criteria screen is displayed. The user can enter the data in this screen that determines the data displayed in the report.


Figure 0 5 Search Criteria Screen



As with other screens in FPDS-NG, the fields labeled with lookup buttons can be auto-filled by selecting the button and using the associated Search/Select screen as shown in the following figure.




















Figure 0 6 Search/Select Option

Search Criteria Tools

Wildcard

The % is the wildcard character that may be used in the data entry fields. Enter a wildcard after entering the first part of the data string. For example, when a user enters “COM%” in a data field, the search will return anything that starts with “COM”; for example, company, complete, and composition.

Saving Report Criteria for Multiple Report Runs

The Criteria Name field allows the user to save the report criteria so that it can be executed again without having to enter all of the data. The user may save as many different criteria for a report as they wish. The name of the criteria is displayed on the My Favorites screen below the associated report.

Search Criteria Label Conventions

Government Wide

All reports can be generated Government Wide. The drill down feature accesses detailed levels of data in the system to further filter information provided on the standard reports.

Department

The Department label is a drill down feature that specifies the department or agency you are selecting. For example, GSA or DoD.

Agency

The Agency label is a drill down feature that specifies the organization or service under the department. An example would be, the Federal Supply Service of GSA or Navy of DoD.

Field Types

Mandatory Fields

Fields in the search criteria that are orange with an asterisk (*) are mandatory and must have a value. A value must be entered before the report can be executed. An error message is displayed when no data is entered in the mandatory field.

Non-mandatory Fields

Fields in the search criteria that are blank without an asterisk (*) are not required and may be left blank. When left blank, all values for that field are shown in the report.

Search Criteria Screen Actions/Buttons

The “Execute” button runs the report based on the criteria entered in the search criteria screen. If mandatory fields are not filled in, an error message is displayed.

The “Save” button saves the search criteria with the name shown in the “Search Name” field. The saved search is then placed below the report name on the Favorites screen.

The “Clear” button removes any information that is placed in the search fields by the user and displays the system generated default search criteria.

The “Cancel” button closes the search criteria screen. The report is not executed and the search criteria are not saved.

Generating Reports



The Favorites screen provides a list of the desired reports that the user has added to the “Favorites” category from other categories.

  1. Click on the name of the report for the report that will be generated.

  2. Enter the search criteria for the chosen report and then click on the “Execute” button.

  3. The report is generated and displayed based on the information that is specified on the search criteria page.

Report Actions

Export

The export functionality provides the ability to save the data as an HTML file, Microsoft Excel pivot table, a PDF, or a Comma Separated Values (CSV). The file is saved to user’s computer.

Send

The send functionality provides the ability to send the report in an email. The user enters the email addresses for the desired recipients and the report is sent by the system.

Close

The close functionality closes the report screen.