Compliance Report screen

Use the Compliance Report screen to create a report of compliance information (including expiration dates) for your subcontracts. You can print or save this report.

Note: To open the Compliance Report screen, go to Vendors > Reports > Subcontracts > Compliance Report.
You can control the output of the Compliance Report by entering details in one or more of the following fields on the Options tab:
  • Select Format - If you have modified the format and layout of this report on the Modify Reports screen, choose the version to use for this report. If you haven't modified the report, this field doesn't appear.
  • Company - Select one or more companies for the report. If no companies are selected, all companies appear in the report.
  • Vendor - Select one or more vendors for the report. If no vendors are selected, all vendors appear in the report.
  • Project - Select one or more projects for the report. If no projects are selected, all projects appear in the report.
  • Subcontract - Select one or more subcontracts for the report. If no subcontracts are selected, all subcontracts appear in the report.
  • Compliance Type - Select the compliance type for the report.
  • Expiring On Or Before - Enter the latest expiration date for the report, select the date from a date picker, or select to enter a date formula. If you want to save the information in the date field when you save the report options, you must use a date formula.
  • Include Vendors With No Open Subcontracts - Select the checkbox to include vendors with no open subcontracts for the report.
For more information on running this report, see Run and Print Reports.