Sustainability & Risk / Compliance / Management Reports

Management Reports Overview

Management reports summarize information to provide a comprehensive view of your compliance programs. The reports include Filter consoles that enable you to restrict the report to include the specific information you need. For example, you can filter reports by location, specific regulations, programs, and requirements, regulation rank, compliance priority, or compliance level. Management reports include color-coded charts and map views that enable you to easily evaluate the status of your compliance programs and contracts.

All reports in the Management Reports process present both compliance program-related and contract-related data. See Working with Contracts and Compliance Programs Together.

Report Description Benefits
Compliance Program Count by:

The Compliance Program Count by... reports provide program totals by two parameters. The reports present the data in horizontal bar charts and cross-tables. Two of the reports include scoreboards.

You can mouse over a bar in the chart to see summary information for that segment of the bar. By clicking on a bar, you can drill down to review the compliance programs, requirements, and events contributing to the count for that segment of the bar.

See Compliance Program Count Reports
Compliance Programs by Priority

Includes two charts and a scoreboard that show program count by compliance level and priority.

Enables you to easily evaluate the program count by compliance level and priority; for example, you can evaluate how many high priority programs have low compliance levels.
Compliance Programs by Regulation Rank Includes two charts and a scoreboard that show program count by compliance level and regulation rank. Enables you to easily identify areas of concern, such as high priority regulations with low compliance levels.
Compliance Programs by Regulation Includes a chart and a cross- table that show program counts by compliance level and regulation. Enables you to easily evaluate program counts by regulation and compliance levels. For example, you can evaluate which regulations have the most compliance programs with low compliance levels.
Compliance Programs by Location Includes a chart and a cross- table that show program counts by compliance level and location. You can group your data by different location types by selecting the location type from the Group By field.

Enables you to easily evaluate program counts by compliance level and location. For example, you can identify which locations have the most programs with low compliance levels.

Compliance Programs by Regulation by Location

Includes two charts and a cross-table that show program counts by regulation and location. You can group your data by different location types by selecting the location type from the Group By field.

Enables you to easily evaluate program counts by location and regulation. For example, you can identify which locations have the most programs for each regulation, or which regulations have the most programs for each location.
Regulation Count by:

Each of the Regulation Count by... reports include a chart and cross-table that show regulation counts by two parameters. You can mouse over a bar in the chart to see summary information for that segment of the bar. By clicking on a bar, you can drill down to review the regulations, compliance programs, and requirements contributing to the count for that segment of the bar.

See Regulation Count Reports
Regulation Count by Rank and Category Includes a chart and cross-table that show regulation count by regulation rank and regulation category.
  • Enables you to evaluate the number of regulations for each regulation category and regulation rank.
  • For example, you can evaluate how many high priority regulations you have for each regulation category.
    • Regulation Count by Location and Rank

    Includes a chart and cross-table that show regulation count by location and regulation rank.

    The report includes a Group By field to select the location type by which you want to group the data.

    		 Enables you to evaluate the number of regulations by location and regulation priority (regulation rank). For example, you can evaluate how many high priority regulations you have at each location.
    Compliance Requirements Counts by:

    The compliance Requirements Count by... reports include charts and cross-tables that show requirement counts by two parameters. One of the reports includes a scoreboard.

    You can mouse over a bar in the chart to see summary information for that segment of the bar. By clicking on a bar, you can drill down to review the requirements, events, and locations contributing to the count for that segment of the bar.

    See Requirement Count Reports
    Compliance Level and Priority Includes a chart, cross-table, and scoreboard that show requirement counts by compliance level and requirement priority.

    Enables you to evaluate the number of requirements by compliance level and priority. For example, you can identify how many high priority requirements have a low compliance level.

    Compliance Level and Requirement Type Includes a chart and cross-table that show requirement counts by compliance level and requirement type. Enables you to evaluate the number of requirements by compliance level and requirement type. For example, you can identify the number of requirements for each requirement that have low compliance levels.
    Compliance Level and Program

    Includes a chart and cross-table that show requirement counts by compliance level and compliance program.

    Enables you to evaluate the number of requirements by compliance program and compliance level. For example, you can identify which programs have the most requirements with a low compliance level.

    Compliance Level and Regulation Includes a chart and cross-table that show requirement counts by compliance level and regulation. Enables you to evaluate the number of requirements by compliance level and regulations. For example, you can identify which regulations have the most requirements with a low compliance level.
    Compliance Level and Location Includes a chart and cross-table that show requirement count by compliance level and location. The report includes a Group By field to select the location type by which you want to group the data. Enables you to evaluate requirement counts by compliance level and location.

    For example, you can identify the locations that have the most requirements with a low compliance level.
    Other Reports
    Expired License/Permit Count

    Includes a horizontal bar chart that compares total expired license/permit counts across Requirement Priority, Regulation Rank, Regulation, Location, Regulation by Location, Location by Regulation, and Compliance Program. The bar charts are color-coded into segments that show the compliance level for that segment of the bar.

    The cross-table shows expired license permit count by compliance level and the selected Chart By field. If you select to chart by a location field, you can select the location type to group the data by.

    This reports covers all active requirements (Requirement Status = "Active") that have a Requirement Type of "License or Permit."

    		 Enables you to evaluate expired license / permit count by a variety of parameters to better analyze where these expirations are occurring.
    Missed and Overdue Events Count

    Horizontal stacked bar charts comparing total missed and overdue event counts by Requirement Priority, Regulation Rank, Regulation, Location, Regulation by Location, Location by Regulation, and Program, stacked by Compliance Levels.

    		 Provides a summary of the number of events that put you at the greatest risk for noncompliance.
    Compliance Violations Count

    Includes a horizontal bar chart, cross-table, and line graph.

    The horizontal stacked bar charts compares total violation counts across Requirement Priority, Regulation Rank, Regulation, Location, Regulation by Location, Location by Regulation, Compliance Program, and Year Assessed. If you select to chart by a location field, you can select the Location Level to group the data by.

    The time-line charts give compliance violation counts by the year assessed. You can also show the violation counts by year by severity, regulation, location, and compliance program.

    		Enables you to analyze which regulations, programs, and locations have the most violations.
    Compliance Violations Cost Summary

    This report includes horizontal stacked bar charts comparing total violation costs by Compliance Priority, Regulation Rank, Regulation, Location, and Program, stacked by Violation Severity.

    Time-line charts give the violation cost summary by year assessed. You can also show the violation cost summary by year by severity, regulation, location, and compliance program.

    		Enables you to evaluate violations by their cost.
    Surveys
    Review Survey Results by Summary Requirement

    For a selected requirement or contract term, this report shows summary results of responses for all questions in the associated questionnaire. The report includes responses submitted by both mobile and Web Central views and shows responses for events that have a status of Completed, Completed-Verified, and Closed.

    See Review Survey Results Summary by Requirement

    		  
    Compliance Programs Map

    The report provides a map view with both a drill-down list and Filter console to enable you to restrict the view to the locations you want to review.

    The map includes marker symbols over locations containing compliance programs. These markers are color-coded to show areas by critical factors, such as compliance levels, enabling you to quickly evaluate compliance by location and to assess areas of concern.

    See Compliance Program Map

    		 Enables you to visually assess compliance status world-wide, and to drill-down to review details.
    Compliance Violations Map

    The Compliance Violations Map report provides a comprehensive picture of violation status world-wide. The report provides a map view with both a drill-down list and Filter console to enable you to restrict the view to the locations you want to review.

    The map includes marker symbols over locations containing violations. These markers are color-coded to show areas by critical factors, such as violation severity.

    See Compliance Violations Map.

    Enables you to visually assess violation status world-wide, and to drill down to review details.