Only subscribers on the Supplier Plus plan can access this feature

The Contract Compliance Reporting page is a powerful reporting tool that allows users to create customised reports and gain comprehensive insights into their contracts.

This guide explains how to navigate the Contract Compliance page, modify the table view, and export tailored reports for effective contract management.

📌 Tips:

The Contract Compliance page provides a side-by-side view of contract compliance data.
Users can filter, customise, and export reports for further analysis.
The page includes contract details and compliance documents
Users can upload or request contract documents that have expired or are missing directly from this page.

When to Use This Feature

✅ When monitoring contract compliance.

✅ When comparing contracts using document statuses.

✅ When creating customised reports for internal analysis or stakeholder collaboration.

✅ When exporting data for external reporting or audit purposes.

Step-by-Step Guide

Step 1: Open the Contract Compliance Page

  1. Click on Contract Management in the left-hand menu.

  2. Click on Contract Compliance.

📌 The default view will display a list of all contracts along with:

  • The linked Supplier

  • Who's Managing the Contract

  • Contract Notice Period dates

  • Contract End dates

  • Expired Documents

  • Unapproved Documents

Step 2: Filtering Contract Data

  1. Use the filters at the top of the table to filter specific groups of suppliers.

    • Example: View only contracts with expired documents 

📌 Tip: Filters allow you to narrow down contract data for precise analysis.

Step 3: Customising the Table View

The Contract Compliance page allows users to modify the table based on specific reporting needs:

Using the Blue Category Buttons to Customise Columns

  1. Click on the General Column Button to add/remove general supplier information:

  2. Click on the Documents Column Button to insert document statuses:

    • View which suppliers have specific documents uploaded, approved, or expired.

    • Add multiple document types for a comprehensive compliance check.

Step 4: Viewing Document Data

Document Data

  1. When a document type is added, it will also appear at the end of the table.

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  • A tick mark next to a document type means:

    • The document is uploaded to the supplier profile.

    • The document is approved.

    • The document is valid (not expired).

  • Expired documents are clearly labelled and can be renewed by being uploaded / requested again

  • Upload / Request directly from the supplier any missing documents

  • Documents already uploaded and Unapproved or Awaiting Supplier Upload are clearly flagged

📌 Tip: Upload new documents or request missing, expired, or pending documents directly from this screen. You can also review and approve documents awaiting approval.
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Step 5: Exporting Customised Reports

  1. Once the table is customised, click on the Export button to download the report.

  2. Choose the format:

    • CSV – For spreadsheet analysis and bulk data processing.

    • Excel – For easier report formatting and sharing.

📌 Tip: Exported reports can be shared with stakeholders, used in meetings, or further analysed in external analytics tools.

Key Considerations & Best Practices

✅ Use Filters for Focused Reports – Narrow down supplier data for specific compliance checks.

✅ Monitor Document Expiry – Check for expired supplier documents and follow up accordingly.

✅ Customize Reports for Stakeholders – Select relevant columns before exporting reports.

✅ Regularly Update Contract Records – Ensure the latest data is displayed for accurate reporting.

Additional Resources

📌 Related User Guides:

📌 Need Further Help?
If you need further assistance, please contact your internal platform administrator for support. Otherwise please reach out to oboloo's support team. If you are unable to view the above area in the oboloo platform, please check your user permissions and access rights.