Telus TPM Documentation
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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 Generate. Click the report hyperlink that displays in the Generated Reports section to view 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 Generate. Click the report hyperlink that displays in the Generated Reports section to view the report.
Contracts Awaiting Approval
This report displays a list of reports which are currently in an Evaluation state. The information displayed in the report is Contract ID, Contractee, Contract Name, Contract Creator, Date Submitted for Approval, and Awaiting Approval From.
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.
Contract Comparison Report
This report compares Contracts. It compares both header and detail information related to products, lumpsums, and distributors.
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.
Contracts by Specific Product or Grouping
This report displays contracts which contain the Product or Product Grouping selected in the Report Runner. The report displays the parameters at the top of the report. The report grid displays Contract ID, Contract Name, Contractee, Effective Date, Expiration Date, Contract Creator, Product Description, Direct Rate, Deviated Value, Deviated Value Type, and Growth Rate for the selected product or grouping.
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.
