The Supplier Compliance report shows, for every supplier, its latest scores and which required documents are in place, missing, expired or awaiting approval. To open it, go to Supplier Management > Supplier Compliance.
Before you start
What's on the page
Area | What it shows |
Filters | All Industries, All Sub-Industries, Location, Department, Supplier Type, Archived Status, Scorecard Type, Managed By and Supplier, plus Clear Filter. Archived Status shows Active and Unapproved suppliers by default. |
General button | Adds or removes supplier columns, such as industry, location, payment term and Sanctioned Supplier. |
Scorecards button | Adds a column for each scorecard you want to compare. |
Documents button | Adds a column for each supplier document type you want to check. |
Table | By default: Supplier Name, Preferred Status, Contract, Expired Documents, Documents To Approve, Performance Score, Sustainability Score and Risk Score. Scorecard and document columns appear at the end. |
Search and Export | Search for a supplier, or download the table as a CSV file. |
Only the most recent score for each scorecard type is shown, and only documents that are approved and haven't expired count as in place.
Choose your columns
Add supplier details
Click General and tick the supplier columns you want. Add Sanctioned Supplier to see each supplier's sanctions check. See Screen Suppliers Against Sanctions Lists.
Add scorecards
Click Scorecards and tick the scorecards to compare. Each shows the supplier's latest score for that scorecard, or nothing if it hasn't been used on them.
Add document types
Click Documents and tick each document type to check, for example Insurance Certificate. Each one is added as a column at the end of the table.
Read the document columns
You see | What it means |
A tick | The supplier has an approved document of this type that isn't archived and hasn't expired. |
Unapproved or Awaiting Upload | A document of this type is waiting for approval or for the supplier to upload it. Click it to open the supplier in a new tab, then approve it on the Documents tab. |
Expired - Renew Document (red) | Every document of this type has expired. Click it to upload or request a new one. |
Upload / Request (orange) | The supplier has no document of this type. Click it to upload or request one. |
Upload or request a missing document
Click Upload / Request or Expired - Renew Document
A window asks Would you like to request this document directly from your supplier to upload, or upload it yourself?
Choose how to get the document
Request Document From Supplier sends a request to a supplier contact.
Upload Document lets you upload the file yourself.
Both forms work the same way as on the supplier record. See Add and Request Supplier Documents.
Export the report
Click Export to download compliance.csv. The file includes the columns you've chosen.
What you can do from here
To… | Do this | Guide |
Approve a document | Click Unapproved or Awaiting Upload and use the Documents tab | |
Upload or request a document | Click Upload / Request | |
Renew documents before they expire | Turn on automated renewals | |
Score a supplier | Apply or send a scorecard from the supplier record |
Common questions
Why doesn't a document show a tick when it's been uploaded?
A tick only appears when the document is approved, not archived and not expired. Uploaded documents that still need approval show Unapproved or Awaiting Upload.
How do I find suppliers with expired documents or high risk?
There's no filter for these. Sort the Expired Documents or Risk Score column, or add document columns and look for Expired - Renew Document.
Why doesn't my export match the table?
The export ignores filters and search, and only includes Active suppliers. It does use the columns you've chosen.
Can I export to Excel?
No. The export is a CSV file, which you can open in Excel.
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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.