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contract_reports [2018/12/04 15:00] – lisa.maloneycontract_reports [2024/12/20 20:13] (current) – tina.robles
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 Click on the Contract menu option to see the list of contract reports. Click on the Contract menu option to see the list of contract reports.
  
-{{:pasted:20181204-145748.png}}+{{:pasted:20241220-200612.png}}
  
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 To generate a report, first select an Export Type.  Then enter the parameters in the Report Runner.  Parameters are Contractee, Creator First Name, Creator Last Name, Start Date and End Date.  Click Generate.  Click the report hyperlink that displays in the Generated Reports section to view the report. To generate a report, first select an Export Type.  Then enter the parameters in the Report Runner.  Parameters are Contractee, Creator First Name, Creator Last Name, Start Date and End Date.  Click Generate.  Click the report hyperlink that displays in the Generated Reports section to view the report.
  
-{{:pasted:20160902-182542.png}} +{{:pasted:20240826-165945.png}}{{:pasted:20240826-165933.png}}
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 **Expiring Contracts** **Expiring Contracts**
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 To generate a report, select the Export Type, Expiring Days, and optionally enter in the First Name and/or Last Name of the Contract Creator.  Click Generate.  Click the report hyperlink that displays in the Generated Reports section to view the report. To generate a report, select the Export Type, Expiring Days, and optionally enter in the First Name and/or Last Name of the Contract Creator.  Click Generate.  Click the report hyperlink that displays in the Generated Reports section to view the report.
  
-{{:pasted:20160902-182615.png}}+{{:pasted:20240826-170056.png}}{{:pasted:20240826-170108.png}}
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 +
 +**Contract Approval History**
 +
 +A new analytical tool has been developed to track contract approval processe
 +
 +  * Report Location: Accessible under Reporting, Contract, Contract Approval History
 +  * Provides detailed timeline analysis of contract progression through key stages: Draft, Evaluation, and
 +Approval
 +  * Offers comprehensive insights into approval cycle durations
 +
 +Report Structure: The report comprises three distinct views: a) Summary b) Summary Detail c) Historical
 +Record Detail
 +
 +Usage Requirement: A start date parameter is mandatory for report generation
 +
 +{{:pasted:20241220-201154.png}}
 +
 +-----
 +
 **Contracts Awaiting Approval** **Contracts Awaiting Approval**
  
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 To generate a report, select the Export Type.  Click Generate.  Click the report hyperlink that displays in the Generated Reports section to view the report.  To generate a report, select the Export Type.  Click Generate.  Click the report hyperlink that displays in the Generated Reports section to view the report. 
  
-{{:pasted:20160902-182651.png}}+{{:pasted:20240826-170126.png}}
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 **Contract Comparison Report** **Contract Comparison Report**
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 To generate a report, select the Export Type and enter in both the Old Contract ID and New Contract ID then click Generate.  Click the report hyperlink that displays in the Generated Reports section to view the report.   To generate a report, select the Export Type and enter in both the Old Contract ID and New Contract ID then click Generate.  Click the report hyperlink that displays in the Generated Reports section to view the report.  
  
-The Contract IDs entered must contain the renew and amend values noted by the R. and V. after the contract ID.  The example below compares Contract 1000003.R0.V0 (the original contract) with 1000003.R0.V1 (the first amendment of the contract).  Click Swap to switch the order the contracts display in the report.+The Contract IDs entered must contain the renew and amend values noted by the R. and V. after the contract ID.  
  
-{{:pasted:20160902-182239.png}}+{{:pasted:20240826-170144.png}}
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 **Contracts by Specific Product or Grouping** **Contracts by Specific Product or Grouping**
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 To generate a report, select the Export Type, and select either a Product or Grouping. Additional parameters are Creator First Name, Creator Last Name, and Contract Start Date and End Date.  Click Generate.  Click the report hyperlink that displays in the Generated Reports section to view the report.  To generate a report, select the Export Type, and select either a Product or Grouping. Additional parameters are Creator First Name, Creator Last Name, and Contract Start Date and End Date.  Click Generate.  Click the report hyperlink that displays in the Generated Reports section to view the report. 
  
-{{:pasted:20160902-182449.png}}+{{:pasted:20240826-170217.png}}{{:pasted:20240826-170238.png}}
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 **Distributor Review Overview** **Distributor Review Overview**
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 To generate a report, select the Export Type.  Company Number, Start Date and End Date can be optionally entered as report parameters.  Click Generate.  Click the report hyperlink that displays in the Generated Reports section to view the report. To generate a report, select the Export Type.  Company Number, Start Date and End Date can be optionally entered as report parameters.  Click Generate.  Click the report hyperlink that displays in the Generated Reports section to view the report.
  
-{{:pasted:20160927-172657.png}}+{{:pasted:20240826-170256.png}}{{:pasted:20240826-170307.png}}
  
 Report Columns: Report Columns:
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 To generate a report, select the Export Type.  Company Number, Start Date and End Date can be optionally entered as report parameters.  Click Generate.  Click the report hyperlink that displays in the Generated Reports section to view the report. To generate a report, select the Export Type.  Company Number, Start Date and End Date can be optionally entered as report parameters.  Click Generate.  Click the report hyperlink that displays in the Generated Reports section to view the report.
  
-{{:pasted:20160902-184112.png}}+{{:pasted:20240826-170331.png}}{{:pasted:20240826-170343.png}}
  
 Report Columns: Report Columns:
contract_reports.1543935629.txt.gz · Last modified: 2018/12/04 15:00 by lisa.maloney

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