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 it Tools at the FPDS-NG website help users to learn both basic and advanced features of the reporting capability Help 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 Standard Published 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

Advanced Search Feature Access via the Advanced Search button on the FPDS NG Reports home page

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 search Summary 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 reports Allows for search customization within each report Summary results include award actions and award dollars Reports are available in PDF and CSV formats and can also be emailed

Standard Reports

Access via the Reports tab – Select My 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 HTML PDF CSV

Standard Reports

Wide range of reports available from Awards Report – more than 50 reports to choose – All Categories of Small Business – Competitive Procurement Activity – 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

Appendix – Provides detailed information about the parameters of the report – Enables users to assess the level of information contained in each report Standard Reports – Help Features

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 tools In-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 Enhancements Sample Free Text Searches

Contact Information

FPDS-NG Help Desk – Available from 7am – 10 pm EST, Monday through Friday – Call: (703) 773-4310 – Email: [email protected]

Questions & Answers