Information

You can create reports to analyze contracts. A report is filed to your repository as an Excel table. When you create a report, it is only visible to you.

Reports are based on templates. These templates filter the contracts based on specified criteria.

The following reports are available:

• Contract report: This report type creates a report with the values within the selected folder.
• Cash flow: This report type creates a report with the cash flows for all contracts.

Method

1. Select the folder you want to create a report for.

Information: The contracts do not have to be located directly below the selected folder. But the more child folders there are, the more time it will take to create the report.

2. On the New tab, click Contract > Create contract report or Contract > Create cash flow.

Optional: Select a report template. If only one report template has been created, it is selected automatically.

Result: Contracts

The document with the contract overview opens and is created under Reports by default.

By default, the report contains the Table1 and Data tabs.

Under Table1, you will find a visualization of the selected contracts. With a pivot table, you can customize the report and use it for calculations.

Under Data, you will find a list of selected contracts with the information preset in the report template.

Result: cash flow

The document with the contract overview opens and is created under Reports by default.

By default, the report contains the Data tab. You will find a list of the cash flows here.