Dashboard and Reports for TMS Administrators

Dashboard:

To access the dashboard, select the Dashboard icon on the left nav menu. 

On the Dashboard, you will be able to quickly see an overview of important numbers in your district. These include:

1. Expiring Contracts: Contracts that are set to expire within 90 days of the set End date. While you only see the most urgent 3 on the dashboard, a full list is calculated
2. Total Products with Spend: When a product is associated with a contract, it is considered a "Product with Spend". This number calculates the total number of unique products associated with all active contracts
3. Products with Most Spend: List of products with the most spend associated to them in the active contracts. You will see the top five (5) products on the dashboard
4. Total Contract Spend by Location: Every contract is assigned a designated location to associate the contract with. The number displaying the total is calculated per location using the currently active contracts total costs. You will see an overall total and the top three (3) schools with most spend

Reports

To access reports, select the Reports icon on the left nav menu.

You will have access to four (4) reports: 

1. Expiring Contracts: Full list of products that will expire within 90 days of the current date
2. Products with Most Spend: Full list of Products with Spend ordered from most to least. 
3. Total Contract Spend by Location: Full list of all locations and their associated spend.
4. Product Summary Report: Comprehensive list of all active contracts with associated product spend and the following information: 
   • Vendor Name
   • Product Name
   • Contract Number
   • Total Product Cost Amount
   • Billing Cycle
   • Start Date
   • End Date
   • Auto Renewal Status