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      Include certificates in the Style Custom Report

      Learn how to include Style Certificates from the Compliance Module to your Excel export of a Style Custom Report

      Introduction & Best Practice:

      When using the Compliance module, it's essential to have an overview of the certificates and test reports added to styles. The Export to Excel function provides this comprehensive overview. Use it as a tool in your daily work to ensure that all data is complete and accurate. And use it for reporting to collaborators, key accounts, etc.

      This feature lets you:

      1. Create an overview of which styles have a certificate or a test report.

      2. Create an overview of which styles do not have certificates or test report.

      2. Ensure data accuracy by checking the dates for both certificates and tests.

      Table of Contents :

      1. Step-by-Step Guide

      2. Video Guide

      3. What gets exported to Excel?

       

      NOTE:
      1.       This is only an Excel export option - The certificates will not be visible on the screen version of the Style Custom Report.

      2. All users, no matter what user role they have, can generate the export to Excel

      3. Suppliers do not have this export option

      4. To use this feature, your company must have the  PRO license subscription and the Compliance module must be active on the platform

      STEP-BY-STEP GUIDE:

      Step 1:
      Create the Style Custom Report

      Delogue-PLM

      • You can edit the report using the "Columns" tab on the right-hand side of the screen.

        Delogue-PLM (2)
      • Now navigate to the Excel Export icon in the right-hand corner:

        Delogue-PLM (3)
      • A pop-up will appear.
        To include the certificates on styles in the export then choose: 
        "ONE ROW PER STYLE CERTIFICATE"

         Delogue-PLM (4)
      • Click Export
      • Go to Excel and check the file

      NOTE: 
      In the Excel export, you will see all selected styles:
      1. If a style has 2 certificates, this style will appear in 2 rows.
      2. Styles without certificates will still appear in one row without certificate data. So this is a great way to check that certificates have been added to styles correctly, or if some are missing.

      Video Guide:

      WHAT GETS EXPORTED TO EXCEL?

      In the exported Excel you find six extra columns compared to what you see on the screen:

      1.
      Column title: "Certificate type"
      Explanation: This column will show what type of certificate has been added. If no certificate the cell is empty.

      2.
      Column title: "Name"
      Explanation: Depending on the Certificate type this is what is exported to the column "Name":
      Product Certificates: Certificate no and name
      Scope       Certificates: License no and Standard
      Test Reports: Test report no and Test Description
      Transaction Certificate: Certificate no and Scope Standard

      3.
      Column title: "Product and Scope expiry date"

      4.
      Column title: "Transactions - valid from date"
      Explanation: for example, 20-May-2024

      5.
      Column title: "Test report - requested date"
      Explanation: for example, 21-Jan-2024

      6.
      Column title: "Test report - completed date"
      Explanation: for example, 31-May-2024

      The screenshot below is an example of an Excel exported with Compliance data:

      Certificate Excel