All reports based on multiple contracts are available from the Contract Search Screen (Contracts -> Searching/Reporting). These reports are accessed by searching for the contracts you wish to report on and then selecting the Reports button as indicated below.
Contract Data Export field selections that have been saved as “My Reports” appear at the end of the reports list, as marked in the following.
Contract Listing Report
The contract listing reports shows the number of contracts grouped within each contract type and business unit.
Future Event Schedule Reports
The future event schedule report is available for 7, 30, 60, 90, 180 and 370 days and shows a calendar listing of upcoming events for the selected contracts. This report can be used instead of, or in conjunction with, the email reminder system to help with management of contract milestones.
The following popup is displayed from the Future Event Schedule link.
Select the number of days to report on.
Click View Report to generate the report.
The report will appear similar to the following:
Future Events by Reminder Date Reports
The future events by reminder date report is available for 7, 30, 60, 90, 180 and 370 days and shows a calendar listing of upcoming reminders for the selected contracts.
The following popup is displayed from the Future Events by Reminder Date link.
Select the number of days to report on.
Click View Report to generate the report.
The report will appear similar to the following:
Contract Detail Reports
The Contract Detail report is available for:
Contract Fields: Date Entered and Signing Status
Configured Date Types
Configured Contract User Defined Fields
The report is grouped by Contract Type and Business Unit.
The following popup is displayed from the Contract Detail link.
Select the field to be reported from the Selected Field drop down.
Click View Report to generate the report.
When a date or text field is selected, the report will appear similar to the following.
When a numeric User Defined Field is selected, the report will calculate totals, grouped by Contract Type and then Business Unit, with a grant total for all contracts.
Contract Data Export / Contract Data Export - My Report
This report allows selection of the fields to be included on the report and generates a Comma Separated Value (CSV) format data extract, which can be opened in Microsoft Excel and manipulated as you prefer.
The following popup is displayed from the Contract Data Export link or from a report definition previously saved as “My Report”.
Fields and ordering will be automatically populated when a previously saved report is selected.
Select the field to be reported from the Available Fields list box.
Click View Report to generate the report.
Filtering fields to include on the report.
Fields can be filtered in two ways, or a combination of both:
By field type
Standard Contract Fields includes Contract Id, Contract Type, Title etc.
By searching for the field name
Enter at least 3 characters occurring anywhere in the field name to begin filtering.
Selecting fields for the report.
The fields and the order in which they will appear on the extract are shown in the right-hand side list box.
Fields to be included on the report can be selected by clicking on the field (selected fields are highlighted in blue in the example below) and then clicking the button.
You can also add a field to the report by double-clicking it.
Multiple contiguous fields can be selected at once by holding down the SHIFT key whilst selecting (click with the mouse) the first and last item to be included.
Multiple individual fields can be selected at once by selecting (click with the mouse) the first field and then holding down the CTRL key whilst selecting each additional item.
 | Moves the selected fields from the Available Fields list to the Selected for report list (i.e. adds the field to the report). |
 | Moves the selected field from the Selected for report list back to the Available Fields (i.e. removes the field from the report) |
 | Changes the ordering of the field on the report – moves the selected field up one position. |
 | Changes the ordering of the field on the report – moves the selected field down one position. |
| Moves all displayed fields from the Available Fields list to the Selected for report list (i.e. adds all filtered fields to the report). e.g. Filter available fields by Field Type, selecting Standard Contract Fields and click this button to add all the standard fields to the report. |
 | Moves all selected fields from the Selected for report list back to the Available Fields list (i.e. removes all selected fields from the report.). |
 | Click View Report to generate the report with the selected fields. |
| Click Save to my reports to save the selected report fields and column order to your report list – see Saving a Report below. |
| This button is only displayed for a previously saved report. It is not available for a report that has been made globally available by another user. Click Remove from my reports to delete the saved report favourite. The report favourite will be permanently removed. |
Contract Data Export – Saving a Report
The following popup is displayed when the Save to my reports button is clicked.
Enter a Report Name – this value is required and will be displayed in the left-hand column of the Contract Listing Reports screen.
Optionally enter a description.
Save or update the report definition.
Click Save to save the current field selection, report name and description to My Reports. This button is only displayed when creating a new report definition.
Click Update to save the current field selection, report name and description, replacing the current report definition. This button is only displayed when viewing a previously saved report definition.
Click Save as New to save the current field selection, report name and description to My Reports as a new report. This button is only displayed when viewing a previously saved report definition.