Reports in contracts generally means, by viewing the created contracts and you can download or print the contracts reports which you have filtered based on specific criteria. It also serve various purposes, including tracking contract count, analyzing data, and monitoring compliance. They provide insights into contract information including the status, customer type, contract dates, etc.
View report
➡️ Reporting tab > 
> Jobs > SLA due to breach.
Report Structure
The report includes the following columns:
Column Name | Description |
Contract Template | Displays the template used for the contract. |
Customer Name | Shows the name of the customer associated with the contract. |
Contract Category | Indicates the type of contract (e.g., Service, Maintenance, Installation). |
Status | Shows the current status of the contract (Draft, Active, Customer Renewal Required, etc.). |
Contract Start Date | The date when the contract begins. |
Contract Expiry Date | The date when the contract is set to expire. |
Available Filters
You can refine the report using the following filters:
Contract Category - Filter contracts based on their assigned category (e.g., Service, Maintenance, Installation).
Contract Type - Select specific contract types to display.
Contract Status - View contracts based on their status (e.g., Draft, Active, Customer Renewal Required).
Contract Template - Filter contracts using predefined templates.
Start Date - Show contracts that started within a specific date range.
Expiry Date - View contracts set to expire within a chosen timeframe.
Customers - Select contracts related to specific customers.
Key Features of the Report
Comprehensive Contract Tracking - View all assigned contracts in a single report.
Filtering Options - Narrow down contract data using multiple filter options.
Status Monitoring - Quickly identify active, draft, and renewal-required contracts.
How to Use the Report
Click on the filter icon at the top of the report.
Select the relevant filter(s) from the dropdown list.
Click Apply Filters to refresh the report and display filtered results.
Actions
The report allows you to reorder, add, or remove columns using the edit option.
You can download the report in Excel format or print it directly from the interface.
Saved reports can be accessed quickly by using the Quick Links feature.
You can perfom these actions on the page indicated by the icon below:
Icon | Action |
| Filter based on the chosen criteria. |
 | Print the report. |
| Download the Contracts report in excel. |
| Select the columns you wish to display. You can rearrange the order by dragging and dropping them to the desired position. |
| |
Quick Links | General > Save: Creating custom reports |
