Getting started with reports: using a standard Spend Analysis report to drill down into your data by category, export to Excel and save your report.

Adding a filter, changing the axes of a report and changing the date range.

Adding and removing columns on a report, grouping data in a report and calculating totals for summarised data.

Resolving issues with large data sets by using filters and sorting spend data by total value.

Creating a new report from scratch and using the chart editor.

Creating a formula field in a report to display custom, calculated data and how to add conditional red-amber-green highlighting.

Applying Atamis Spend Classification Rules to reclassify spend using a supplier’s Default Mapping Rule; classifying unmapped suppliers; refining a supplier’s classification where the supplier provides multiple goods or services.

Using Atamis Contract Compliance Rules to set the Supplier on a Contract and change the Start and End Dates of a Contract. Also covers: addressing areas of off-contract spend, dealing with duplicate Suppliers and dealing with Suppliers that have many Contracts.

Introduction to how to use the Atamis LP features including: Understanding the proportion of the local market the Authority is currently engaged with, identifying unused local suppliers, understanding the nature of the non-local spend, and maintaining the linkage between LP records and your own suppliers.

Introduction to how to use the Atamis CQ features including: How to view ratings from the Care Quality Commission (CQC), using the supplier page for Care Organisations, completing you own Performance Reviews, analysing performance of Care Organisations that are being used and those that aren’t, and maintaing linkages between CQ records and your own suppliers.