Customer Contracts Report

Overview

This report displays all customer contracts in your system, and can be used as a contract register.

To learn how to create a contract, read Create customer contracts.

Learn about other Customer reports in Customer Reports.

In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:

Reports

A screenshot of the customer contracts report.

To view the report:

  1. Go to Reports A screenshot of a schedule icon with a grey calendar icon and an arrow. > View Reports.
  2. Click Customers > Customer Contracts.
  3. To filter the report, search and select a Customer, select the Contract Start and Contract End dates and select the Status.
  4. Under Report Type, select if you want to see Contracts With Dates or Contracts Without Dates.
  5. Under Show Custom Fields select Yes or No to include or exclude contract custom fields.
  6. Click Search.

It is recommended that your contracts have dates. If you find contracts without dates, you can edit the contract by clicking the customer name and going to Rates > Contracts.

You can use the following filters in the report:

Customer Search for a specific customer to view contracts for that customer.
Contract Start Select a date range to view contracts with a start date within that date range.
Contract End Select a date range to view contracts with an end date within that date range.
Status Select to view Active contracts, Expired contracts, or select No Filter to view both.
Report Type

Select:

  • Contracts Without Dates to only view contracts that don't have both a start date and an end date.
  • Contracts With Dates to only view contracts that have both a start date and an end date.
Show Custom Fields Select Yes or No to include custom fields, or exclude them.

The following columns are displayed in the report:

Customer Click to open the customer card file.
Contract Name The name of the contract.
Contract No. The contract number entered in the contract.
Value The value entered in the contract.
Status The status of the contract. This is either Active, if the end date hasn't happened yet, or Expired if the contract has passed the end date.
Start Date The start date selected in the contract.
End Date The end date selected in the contract.
Email The email address entered in the contract.
Notes Any notes added to the contract.

You can download the information in the report as a spreadsheet in CSV format, viewable in Microsoft Excel and other spreadsheet software.

To download the report:

  1. Generate the report as required.
  2. Click the A grey arrow pointing downwards towards a CPM pictogram. icon in the top right, then click CSV.
  3. View, print or save the CSV, as required.