My Reports

Introduction

Government users logging into the FPDS-NG system do not need to buy reports as they can add reports free of charge.  The reporting function allows the user to run reports based on selected criteria.

Steps to Adding Reports to the My Reports Screen

1. Click   from the main Navigation screen under the Reports section.  FPDS-NG will display the My Reports screen.  The My Reports screen lists all the reports you have selected to use.  See the sample below.
   
   
    

2. Click from the top of the screen if the My Reports screen is empty or you wish to add additional reports.  A list of available reports will display.  See the sample below.
   
   
    

3. Choose any report you want by clicking the checkbox to the left of the report name.

4. Click at the bottom the screen after you have chosen all the reports you want.  The reports will be added to the My Reports screen.

Steps to Running Reports

1. Click  from the main Navigation screen under the Reports section.  FPDS-NG will display the My Reports screen.  The My Reports screen lists all the reports you have selected to use.  See the sample below.
   
   
    

2. Using the My Reports screen, click the report you want to use.  A Search Criteria pop-up menu will appear.  See the sample below of the Awards to HUBZone Small Business Search Criteria.
   
   
    

3. Enter the search criteria.  Search criteria screens are used to run all reports.  The user enters the data in this screen that determines the data displayed in the report.  Search criteria screens have features that are consistent regardless of the data the user is asked to enter.  

• Mandatory Fields:  Fields in the search criteria with an asterisk (*) are mandatory and must have a value. The mandatory fields are also designated by the color orange. A value must be entered before the report will execute. An error message is displayed when no data is entered in a mandatory field.

• Non-mandatory Fields:  Fields in the search criteria that do not have an asterisk (*) are not required and may be left blank.  When left blank, all values for that field are shown in the report.

• 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,’ i.e., company, complete, composition, etc.

• Saving Report Criteria:  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 Reports screen below the associated report.

• Runs the report based on the criteria entered in the search criteria screen.  If mandatory fields are not filled in, an error message will display.

• Saves the search criteria with the name shown in the ‘Criteria Name’ field.  The saved search is then placed below the report name on the My Reports screen.

• Closes the search criteria screen.  The report is not executed and the search criteria will not be saved.

• Some fields can be auto-filled by clicking and using the associated Search/Select screen.

• If a summary is available for a report it will be indicated in that section.  The checkbox is checked by default.

• Running a summary report decreases the report run time.  

• The summary report includes the total number of actions and dollars obligated for the selection criteria.

• No Summary Report checkbox is available if no summary exists for the report.

4. Click  to start the search.  The report will display.  See the sample below of the Awards to HUBZone Small Business report.
   
   
    

5. The options you have to do with the report:

6. Provides the ability to save the data as an HTML file, a PDF, or a command delimited file (CSV).

7. Provides the ability to send the report in an email.  You enter the email addresses for the desired recipients and the report is sent by the system.

8. Closes the report screen.

9. Printing a Report:  Many of the reports are shown in sections. The sections are listed on the left side of the screen.  When you click on the section, the data is displayed for that section.  When printing a sectioned report, only the data for the section displayed is printed.  If you want to print the entire report, download the report to HTML, PDF, or CSV format and print.