Embed Size (px)
Citation preview
FPDS- NG Reports Overview
December 16, 2004
Today’s Goals
Provide an overview of the FPDS-NG reporting capability
Demonstrate each of the reporting tools
Guiding Principle: A Self-Service Model
“Self-service FOIA” concept allows users to access the information they want, when they want itTools at the FPDS-NG website help users to learn both basic and advanced features of the reporting capabilityHelp features and Help Desk provide support to enable success
A Self-Service Model
Self Help Tools– Reports Training Manual– Adhoc (custom reports) Training Manual– Downloads www.fpdsng.com– Preview Capability and Index for Standard
Reports– Data Dictionary– Additional Help Screens
A Self-Service Model
Enhancements Added to Report Help– Overview and explanation of search tips for
new users– Categorization of reports by business criteria
for users trying to determine the best report– Detailed explanation of search criteria within
each report– Additional help files in Help Library
Accessing Information
The FPDS-NG information can be accessed in three different ways, depending on the information required– Advanced Search– Reports
StandardPublished Custom (adhoc)
– Batch Data Downloads– Real-time Integration
Report Access
Advanced Search Feature
Enables customization of search parameters
Ideal for users seeking specific information, rather than broad reports
Access via the Advanced Search button on the FPDS-NG Reports home page
Advanced Search Feature
Advanced Search Feature
Provides more than 15 fields for advanced searching
Additional search capabilities for 8 fields, including Agency Name, Vendor Name, NAICS Code, and Funding Agency ID
Advanced Search Feature
Results returned in summary format, enabling users to easily modify searchSummary data provides Award ID, Agency and Office Name, Status, and other summary reference information
Advanced Search Feature
Selecting an Award ID enables viewing of all data elements
Getting the Best Results with Advanced Search
– How can you make sure you are maximizing your search?
Be smart about your search. Try to narrow it down as much as possible by putting in numerous parameters.
Be patient. You are searching through more than 12 million records. Keep your searches as narrow as possible to limit the search time.
Standard Reports
Standard Reports
Enables users to pick from more than 50 standard reportsAllows for search customization within each reportSummary results include award actions and award dollarsReports are available in PDF and CSV formats and can also be emailed
Access via the Reports tab– Select My
Reports
Standard Reports
My Reports
My Reports– Selecting Reports
Report Types
Viewing Reports
Available Reports– Adding Reports
Summary Reports
Deleting Reports
Report Functions
Default Criteria– Saving Criteria Selections
Download Reports– PDF– CSV
Sending Reports– Emailing Reports
HTMLPDFCSV
Standard Reports
Wide range of reports available – more than 50 reports to choose from– All Categories of
Small Business Awards
– Competitive Procurement Activity Report
– Federal Procurement by State
– Summary Statistics for Entire State-Country
– Total Federal Snapshot Report
Standard Reports – Help Features
First Time Using Reports?– Description of
available reports and search tools
– Details on how to use the My Reports Portal
– Successful search techniques
– Links to additional Reports Help and other resources
Standard Reports – Help Features
Need Help Choosing A Report ?– Grouping of the reports by
the type of business scenario being sought, i.e., products/services, small business, socio-economic
– For each scenario, a report is listed that will address the business question
Standard Reports – Help Features
Preview report feature– Provides a sample
report– Enables users to
quickly determine if the information they are seeking is in the report before picking search criteria
Standard Reports – Help Features
Appendix– Provides detailed
information about the parameters of the report
– Enables users to assess the level of information contained in each report
Standard Reports
Once you’ve selected a Standard Report, numerous search criteria choices are available:– Search Name– Department ID– Agency ID– Contracting Office
Agency ID– Contracting Office ID– From Date– To Date
Standard Reports – Help Features
Two additional Help resources available within an individual report for assistance– Business scenarios– Search criteria
Due in production on January 1
Standard Reports – Help Features
Business Scenarios– Help files provide a
common business question the report would be used to answer
– For instance, How much business has a particular agency conducted with a vendor?
– Help file shows sample screen and search criteria
Standard Reports – Help Features
Search Criteria– Provides users with
a description of each search criteria field within every report
– Offers helpful hints about each search criteria field
– Due in production on January 1
Getting the Best Results with Standard Reports
– How can you make sure you identify the correct report?
Preview capability shows a sample of the report prior to actually selecting search criteria
An Appendix accompanies each report that provides detailed information
New help screens assist with finding the correct report and using the specific search criteria
Published Reports
Published Reports
Government-wide reports will be published periodically for easy access and dissemination of large quantities of data
Reports will expand as needs are identified and will be posted
Initial reports available– Federal Procurement Report– Small Business Goaling Report
Custom (adhoc) Reports
Custom (adhoc) Reports
Provides access to every data element in the system
– Enables users to mine the FPDS-NG data and create their own reports by asking the database a business question
– Requires that users be very aware of each data element, how they interrelate, and the values of the data
Upcoming features will include the ability to save queries and save in additional formats
Custom (adhoc) Reports
Training– It is highly recommended that users have training
before using this feature– The (data dictionary) and (training manual) are
available at the website at no cost– In-person training is also available for a fee– Recommended skill level
Familiarity with enterprise reporting toolsIn-depth knowledge of the FPDS-NG data set and values
Custom (adhoc) Reports
Hands-on Demo– Build a query by identifying specific
information from the database– Create a report using the specified
information
Custom (adhoc) Reports
Overview– Universe Objects Box – a list of objects
available on the selected universe– Objects – a set of data in the database– Query tab – defines the data definition for
the document by selecting objects from the universal objects and shifting them to the results objects
Future EnhancementsSample Free Text Searches
FPDS-NG Help Desk– Available from 7am – 10 pm EST,
Monday through Friday– Call: (703) 773-4310 – Email: [email protected]
Contact Information
Questions & Answers
