How do I create an export of all suppliers within a category?

Answer

To create an export of all suppliers within a category, please select the ‘Category Export’ option at the bottom of the page to create a custom export.

Background

The platform is used to invite and collect data from suppliers to support supplier selection decision making and for compliance management and reporting purposes. Buyers can create categories of suppliers and analyse their responses for a specific questionnaire. At any time buyers can export the supplier listed in the category as a CSV file.

Steps

1. Sign in to the platform and select the option for ‘Your dashboard’
2. Select the ’Suppliers’ tab and click on 'Manage categories'
3. Find the category that you want to export the supplier information for and click on the name of the category
4. Set the ‘Questionnaires’ filter is set to the assessment you wish to analyse
5. Click on the ‘Campaign export’ link and then ‘create an export’. This will take you through all the export options available
6. Tick the bottom option as a minimum, which will be the relevant assessment answers
7. On the next screen you will be presented with numerous tick boxes under different headers. It will depend on how in depth you want to go into the assessment answers for what you will need to tick. (for a full export of data you will need to tick all options)
8. The next page will ask you which specific questions from each section you want to view. To view them all click on the ‘Select all’ box under each header
9. Once everything you want to view is selected and you have progressed to the next page you will be asked the style of export. When you have chosen the style and named the export, click the ‘save’ button and this will take you back to the campaign export screen
10. You can choose to show a separator ( | ) for each available answer option, or only display the separator between options which have an answer
11. From here you will initially see the status is ‘IN PROGRESS’ which will change to ‘COMPLETED’ once the information has been pulled through. When the export is ready, you will be able to click on the name, which will download the report