Reports

A report is a pre-defined spreadsheet showing a certain aspect of your database. Comply Plus offers dozens of standard reports, each with a different purpose and displaying different information, such as the products used at specific locations or the chemical ingredients found in SDSs' products. Most reports offer criteria, like a search engine; you can leave a report's criteria blank to include all applicable data in the report output, or enter criteria to include only data matching your criteria.

Comply Plus offers the following formats of report:

● Quick View reports yield simple spreadsheets including a variety of optional columns. These spreadsheets are built quickly, can be sorted by any column, and are easily generated as simple HTML, Excel spreadsheets, or tab-delimited text files.

● Crystal reports yield spreadsheets with more complex formatting and pagination. Once generated, they can be exported to a number of file formats. To view any Crystal report output, you need the Crystal Reports Viewer application, which can be downloaded directly from Comply Plus; for details, see Administration: Sphera Fonts and Utilities.

● Telerik reports are similar to Crystal reports—providing complex formatting and pagination, as well as exporting and printing features—but do not require any downloading or installation of any viewer tool. At this time, efforts are ongoing to gradually replace all Crystal reports in Comply Plus with Telerik reports.

All reports can be run manually at any time, and many reports can also be scheduled. A scheduled report runs automatically on a regular schedule and, after each run, emails its output to one or more recipients.

Reports are organized into categories according to the type of data they focus on: SDS reports, part reports, and so on. When you view a category of reports, those reports are sorted into up to three sub-categories:

● Standard Reports: All standard Comply Plus reports that are available to the user and that haven't been selected as favorites (see below).

● Custom Reports: All custom Comply Plus reports that are available to the user and that haven't been selected as favorites (see below). Custom reports are designed by Sphera specifically for your company. When standard reports do not fulfill all of your company's needs, contact Customer Care to inquire about having a custom report designed.

● Favorite Reports: All standard and custom reports you have selected as favorites. These appear conveniently at the top of any report list.

When you view the lists of available reports in Comply Plus, the Attributes column shows one or more of the following icons for each report. These icons indicate the following report properties:

Report is of the Quick View format.

Report can be run on collections (see Running Reports on a Collection).

Report is of the Crystal format.

Report is of the Telerik format.

Click to set the report as a favorite report (see Selecting Favorite Reports); shown for non-favorite reports only.

Click to remove a report's favorite status (see Selecting Favorite Reports); shown for favorite reports only.

Report can be scheduled (see Scheduled Reports).

Note: Using report permissions, access to any report may be granted to or revoked from a user group. Therefore, depending on your user group, you may see all reports or, if administrators have revoked access to any unnecessary reports, only a selection.

See the following topics for more details on reports and how to use them:

● Selecting Favorite Reports: Select commonly used reports to appear at the top of a report list.

● Running a Report: Manually run a report a single time using any options and criteria the report offers.

● Scheduled Reports: Set a report to run automatically on a regular schedule using the options and criteria you select for it.

● SDS Reports: Learn about all standard reports focused on SDS data.

● Part Reports: Learn about all standard reports focused on part data.

● Lot Reports: Learn about all standard reports focused on lot data. (Requires the Chemical Inventory module.)

● Transaction Reports: Learn about all standard reports focused on transaction data. (Requires the Chemical Inventory module.)

● Inventory Reports: Learn how to create and run your own customized reports showing a variety of inventory data. (Requires the Chemical Inventory module.)

● List Matching Reports: Learn about all standard reports focused on list matching data.

● Tier II Reports: Learn about all standard reports focused on Tier II reporting data. (Requires the Tier II Regulatory Reporting module.)

● Form R Reports: Learn about all standard reports focused on Form R reporting data. (Requires the Form R Regulatory Reporting module.)

● System Reports: Learn about all standard reports focused on your Comply Plus system data.

● MRAP Reports: Learn about all standard reports focused on material requests and approvals. (Requires the Material Request and Approval module.)

● REACH Reports: Learn about all standard reports focused on REACH data. (Requires the REACH module.)