Comply Plus includes the standard part reports listed below, which show various aspects of your part database. This report list includes the following for each report:
● Title and format (Crystal or Quick View; see Reports for details on these report formats);
● A description of the report's purpose and output;
● The available criteria you can use to focus the report output on specific data (like entering search criteria to focus a search on specific data);
● Any available options that alter the appearance, format, or effect of the report output.
For details on running any of these reports, see the following:
● Running a Report: Manually run the report on the whole part database. Available for all reports listed below.
● Running Reports on a Collection: Manually run the report, focusing it on a specific part collection. Available for most (not all) reports listed below.
● Scheduled Reports: Set the report to run automatically on a regular schedule. Available for most (not all) reports listed below.
This report shows parts that have errors in their indexed ingredients and/or physical data. The report output's Ingredients column shows the status of each ingredient:
● No CAS: Ingredient has no recorded CAS number.
● No Error: Ingredient has no errors (but part does have physical property errors; see below).
● No Operator: Ingredient value has no valid operator.
● No Percent High: Ingredient has no valid value.
● Not a Percentage: Ingredient value has no valid unit of measure.
The report output's Physical Properties column shows the status of each part's physical properties:
● Error: Part has no recorded density or specific gravity.
● No Error: Part has a recorded density and/or specific gravity.
In the report output, click a part number to open that part in a new window (perhaps for the purpose of correcting an error).
Note: It is recommended that you run this report regularly to promptly identify and correct any gaps or errors in part data that arise as your product database is updated. For details on setting reports to run automatically on a regular schedule, see Scheduled Reports.
Available Criteria:
● Sites: Include only these sites' local parts and assigned Corporate parts.
● Ingredients: Include only ingredients with these error states.
● Physical Properties: Include only parts whose physical properties have this error state.
● Part Number: Include only parts with part numbers obeying this criterion.
● Product Name: Include only parts with product names matching or containing this criterion.
● Active: Include only inactive or active parts.
● CAS: Include only ingredients of this CAS number.
● Ingredient: Include only ingredients with names matching or containing this criterion.
● Contribution: Include only ingredients with contribution values matching or containing this criterion.
Available Options:
● Export to Excel: Generate the report output as an Excel file.
● Export as tab delimited file: Generate the report output as a tab-delimited text file.
This report shows parts and their chemical properties. Exactly which properties are shown depends on how each part’s components are defined:
● Single SDS: Ingredients and their contribution amounts from the part's component SDS.
● Mixture of SDSs: Component SDSs and their contribution amounts in the part's mixture.
● Mixture of Parts: Component parts and their contribution amounts in the part's mixture.
● Part-Specific: Ingredients and their contribution amounts as defined for the part.
● Supply Chain: Any of the chemical property information above, according to the component definition of the part's primary MPN.
For more information on part component definitions see Part Components.
Available Criteria:
● Part Number: Include only parts with part numbers matching or containing this criterion.
● Description: Include only parts with descriptions matching or containing this criterion.
● Product Name: Include only parts with product names matching or containing this criterion.
● Manufacturer: Include only parts with manufacturer names matching or containing this criterion.
● Include Inactive Parts: Include inactive parts.
● Search Corporate: Include Corporate parts not assigned to your local site.
Available Options:
● Two Line Display: Show each part's description and manufacturer on the report output.
This report lists parts and the hazard classification items assigned to each. Parts with no assigned classification items are omitted from the report output. Classification items assigned to a part by Corporate are displayed for all sites where the Corporate part is assigned. In the report output, click any part number to open that part in a new window.
Available Criteria:
● Site Names: Include only these sites' local parts and assigned Corporate parts.
● Part Scope: Include only Corporate parts or local site parts.
● Product Name: Include only parts with product names matching or containing this criterion.
● Part Number: Include only parts with part numbers obeying this criterion.
● Part State: Include only active or inactive parts.
● Class Category: Include only hazard classification item assignments from these classifications.
● Class Codes: Include only assignments of these hazard classification items.
Available Options:
● Export to Excel: Generate the report output as an Excel file.
● Export as tab delimited file: Generate the report output as a tab-delimited text file.
This report shows a simple list of parts, including each one’s part number, product name, manufacturer, description, component definition, active/inactive status, and primary unit of measure. In the report output, click any part number to open that part in a new window.
Available Criteria:
● Site Names: Include only these sites' local parts and assigned Corporate parts.
● Part Number: Include only parts with part numbers obeying this criterion.
● Product Name: Include only parts with product names matching or containing this criterion.
● Manufacturer: Include only parts with manufacturer names matching or containing this criterion.
● Description: Include only parts with descriptions matching or containing this criterion.
● Component Type: Include only parts with these component definitions.
● Active: Include only inactive or active parts.
● Primary UOM: Include only parts with primary units of measure matching or containing this criterion.
Available Options:
● Export to Excel: Generate the report output as an Excel file.
● Export as tab delimited file: Generate the report output as a tab-delimited text file.
Similar to the previous report, this Crystal version also displays a simple list of parts, including each one’s part number, product name, primary unit of measure, active/inactive status, and (optionally) description and manufacturer.
Available Criteria:
● Part Number: Include only parts with part numbers matching or containing this criterion.
● Description: Include only parts with descriptions matching or containing this criterion.
● Include Inactive Parts: Include inactive parts.
● Search Corporate: Include Corporate parts not assigned to your local site.
Available Options:
● Two Line Display: Show each part's description and manufacturer on the report output.
This report shows parts with their ingredients (regardless of each part's component definition), including each ingredient's name, CAS number, and contribution amount in the part. In the report output, click any part number to open that part in a new window.
Available Criteria:
● Sites: Include only these sites' local parts and assigned Corporate parts.
● Product Name: Include only parts with product names matching or containing this criterion.
● Manufacturer: Include only parts with manufacturer names matching or containing this criterion.
● Part Number: Include only parts with part numbers obeying this criterion.
● Active: Include only active parts (Yes) or inactive parts (No).
● CAS: Include only part ingredients with CAS numbers matching this criterion.
● Ingredient: Include only part ingredients with names matching or containing this criterion.
● Contribution: Include only part ingredients with contribution amounts matching or containing this criterion.
Available Options:
● Export to Excel: Generate the report output as an Excel file.
● Export as tab delimited file: Generate the report output as a tab-delimited text file.
This report shows parts and the locations at your site where each part is assigned.
Available Criteria:
● Part Number: Include only parts with part numbers matching or containing this criterion.
● Description: Include only parts with descriptions matching or containing this criterion.
● Include Inactive Parts: Include inactive parts.
● Search Corporate: Include Corporate parts not assigned to your local site.
Available Options:
● Two Line Display: Show each part's description and manufacturer on the report output.
This report shows locations and the parts assigned to each. If a part has no location assignments, it shows a blank in the Location column and [None Assigned] in the Location Active column. In the report output, click any part number to open that part in a new window.
Available Criteria:
● Site Names: Include only these sites' local parts and assigned Corporate parts.
● Locations: Include only parts assigned to these locations (or to their sub-locations).
● Location Active: Include only part assignments to active locations (Yes), assignments to inactive locations (No), and/or parts with no location assignments ([None Assigned]).
● Product: Include only parts with product names matching or containing this criterion.
● Manufacturer: Include only parts with manufacturer names matching or containing this criterion.
● Part Number: Include only parts with part numbers obeying this criterion.
● Corporate Part: Include only Corporate parts (Yes) or site parts (No).
● Part Active: Include only active parts (Yes) or inactive parts (No).
Available Options:
● Export to Excel: Generate the report output as an Excel file.
● Export as tab delimited file: Generate the report output as a tab-delimited text file.
This report lists parts and their physical properties: physical state, specific gravity, density, shelf life, vapor density, VOC, flash point, and NFPA/HMIS hazard ratings.
Available Criteria:
● Part Number: Include only parts with part numbers matching or containing this criterion.
● Description: Include only parts with descriptions matching or containing this criterion.
● Include Inactive Parts: Include inactive parts.
● Search Corporate: Include Corporate parts not assigned to your local site.
Available Options:
● Two Line Display: Show each part's description and manufacturer on the report output.
This report shows parts and their related SDSs. You can include or omit parts with no related SDSs (see criterion below).
Available Criteria:
● Part Number: Include only parts with part numbers matching or containing this criterion.
● Description: Include only parts with descriptions matching or containing this criterion.
● Include Inactive Parts: Include inactive parts.
● Show Parts with no related SDSs: Include parts with no related SDSs.
● Search Corporate: Include Corporate parts not assigned to your local site.
Available Options:
● Two Line Display: On the report output, show each part's description and manufacturer and each related SDS's file name, language, and internal ID.
This report shows parts and their user-defined data. On the report’s Search Criteria page, click Filter on Part User Defined to choose up to three user-defined fields to appear on the report. You may do any of the following for each field you select:
● Enter no criterion for the field. The report output will show this field for each part in the report output, regardless of what (or whether) data is entered for the part.
● Enter no criterion for the field and select its Restrict where [user-defined field name] is assigned option. The report output will show this field for each part in the report output, but will include only parts with data entered in this field.
● Enter a criterion for the field. The report output will show this field for each part in the report output, but will include only parts with data obeying your criterion entered in this user-defined field.
You can use the Export to Excel Format option
to generate the report as a spreadsheet designed to be exported from the
Crystal Report Viewer into Excel. After the report output opens in the
Crystal Report Viewer, click the export (.png)
) icon in
the upper left to export the report to Excel.
Available Criteria:
● Product Name: Include only parts with product names matching or containing this criterion.
● Manufacturer: Include only parts with manufacturer names matching or containing this criterion.
● Location: Include only parts assigned to these locations.
● Part User-Defined: Include this user-defined data for the parts in the report output and/or include only parts with this data assigned. (See above for details.)
● Part Number: Include only parts with part numbers obeying this criterion.
● Search Inactive: Include inactive parts.
Available Options:
● Export to Excel Format: Generate the report output as an spreadsheet designed to be exported to Excel.
This report shows parts and their related SDSs. Parts without related SDSs may appear in the report with a No in the Related SDSs Assigned column and a blank in all SDS data columns. In the report output, click any related SDS's file name to open that SDS in a new window.
Available Criteria:
● Part Number: Include only parts with part numbers matching or containing this criterion.
● Part Description: Include only parts with descriptions matching or containing this criterion.
● Active or Inactive: Include only active or inactive parts.
● Primary UOM: Include only parts with primary units of measure matching or containing this criterion.
● Site Names: Include only these sites' local parts and assigned Corporate parts.
● Manufacturer: Include only related SDSs with manufacturer names matching or containing this criterion.
● Common Name: Include only related SDSs with common names matching or containing this criterion.
● Revision Date: Include only related SDSs with revision dates obeying this criterion.
● File Name: Include only related SDSs with file names obeying this criterion.
● Internal ID: Include only related SDSs with internal IDs obeying this criterion.
● Language: Include only related SDSs written in these languages.
● Format: Include only related SDSs of these SDS formats.
● Related SDSs Assigned: Include only parts with related SDSs (Yes) or parts without related SDSs (No).
● Proprietary SDS: Include only proprietary related SDSs (Yes) or non-proprietary related SDSs (No).
Available Options:
● Export to Excel: Generate the report output as an Excel file.
● Export as tab delimited file: Generate the report output as a tab-delimited text file.
This report shows product categories and how many parts are assigned to each. Inactive parts are not counted. Note that in the Product Category list on the report’s Search Criteria page, you may select other sites’ local product categories as criteria.
Available Criteria:
● Site Names: Include only these sites' local parts and assigned Corporate parts.
● Product Category: Include only these product categories.
Note: This list may include local product categories from other sites. To include these product categories, select their home sites using the Site Names criterion (see above).
● Category Description: Include only product categories with descriptions matching or containing this criterion.
● Products Assigned: Include only product categories with numbers of assigned parts obeying this criterion.
Available Options:
● Export to Excel: Generate the report output as an Excel file.
● Export as tab delimited file: Generate the report output as a tab-delimited text file.
This report lists product categories and the parts assigned to them. In the report output, click any part number to open that part in a new window.
Available Criteria:
● Site Names: Include only these sites' local parts and assigned Corporate parts.
● Product Category: Include only these product categories.
Note: This list may include local product categories from other sites. To include these product categories, select their home sites using the Site Names criterion (see above).
● Product Name: Include only parts with product names matching or containing this criterion.
● Manufacturer: Include only parts with manufacturer names matching or containing this criterion.
● Part Number: Include only parts with part numbers obeying this criterion.
● Active: Include only active parts (Yes) or inactive parts (No).
Available Options:
● Export to Excel: Generate the report output as an Excel file.
● Export as tab delimited file: Generate the report output as a tab-delimited text file.
