Generating the Compliance Scorecard Report

The Compliance Scorecard Report is used to analyze selected BOMs to determine whether thresholds for substances or substance classifications have been exceeded in specific materials associated with parts in the BOM for a selected set of compliance definitions.

The report analyzes the Selected Equivalent configuration of enterprise parts, meaning that if an enterprise part has a selected equivalent MEP it analyzes the structure of the MEP to find materials that exceed a threshold. If an enterprise part does not have a selected equivalent MEP, then the report analyzes the enterprise part structure, which are the enterprise parts and materials directly associated with the enterprise part.

Unlike the Substance Threshold Report, you cannot override the compliance definition substances, thresholds, and exemptions in this report.

The Compliance Scorecard Report can be generated for one or more enterprise parts, MEPs, material declarations (containing reported parts), and reported parts.

Required access roles:

  • Baseline: Reader, Author, Leader
  • App-specific: Compliance Reviewer, Compliance Engineer, Senior Compliance Engineer

Use the Compliance menu to access this report. You can find this menu on the toolbar of any of these pages:

  • Properties page for a part
  • Compliance View page for a part
  • Equivalents category for a part
  • Compliance Portfolio app category for Materials Compliance Management
  • Bill Of Materials for the part

  1. Click Compliance > Reports > Compliance Scorecard.
  2. Select options for generating the report.

    Field NameDescription
    Compliance Definition Hold the Ctrl key to select multiple definitions. The compliance type name is prefixed to the compliance definition name with ":" separating the names.
    Customer ProgramChoose a Customer Program from the list.
    With DescendantsIf you want to include descendant parts in the report select the check box. The only descendants shown are those that lead to a material exceeding a threshold.

  3. Click Submit. The Report Output section shows the progress of the report.
  4. In the Report Output section, select an Output Format. Click View for HTML output, or click Save for CSV, Excel, or PDF output.

    Your setup might not support all output formats.

For mobile devices, the CSV and Excel formats are not supported. See Compliance Scorecard Report.