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Reporting
Reporting can be accessed through the Reporting menu option for users who have access.
Contract Reports
Click on the Contract menu option to see the list of contract reports.
Contract Overview
This report displays header-level information for contracts based on the criteria entered in the search parameters. The information displayed in the report is Contract ID, Contract Name, Contractee, Company Type, Start Date, End Date, Contract Creator, and Contract State.
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 Export to generate the report.
Expiring Contracts
This report displays header-level information for contracts which expired in the time frame selected in the Report Runner. The information displayed in the report is Contract ID, Contract Name, Contractee, Company Type, Start Date, End Date, Contract Creator, and Contract State.
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 Export to generate the report.
