Contract Reporting

View our Pricing & Plans for a detailed list and comparison of features available in each plan.

Contract reporting is a feature for generating reports pertaining to your contracts. Use metadata, dates, and tags to filter your contracts and create accurate and relevant reports. This helps you stay on top of your contract management tasks, including monitoring critical contract dates, like renewal dates, expiration dates, cancellation dates, and other relevant dates. It gives you better visibility of contacts allowing you to streamline your management workflow.

Assign metadata, dates, and tags to contracts in the contract editor. Edit and manage the contract’s metadata, dates, and tags at all stages of the contract until it is sent for signing.

In this article:

• Reports tab
• Create report
• View report
• Edit report
• Delete report

Before You Begin

You must be on a plan that includes Contracts.

Reports Tab

In the Contracts module, click the Reports tab. Here you can create reports and search for reports.

• Search for a report by name using the Find a report search bar.
• Create a report using the Create Report button at the upper-right corner.

Create Report

1. Click Create Report to open the Create Report modal.
2. Enter a name for the report in the Name field.
3. Select the report’s visibility from the dropdown:
   • Just Me – only you can view the report
   • Everyone – all in the workspace can view this report
4. Set filters by using the metadata and tags associated with your contacts. At least one filter is required to create a report.
   • Metadata & Dates accordion
     1. Select whether any or all filters have to be true for a contract to be included in the report be selecting one of the following:
        • When All of These are True
        • When Any of These are True
     2. Select the metadata to use for the filter from the dropdown:
        • Contract Type
        • Contract Value
        • Payment Terms
        • Renewal Terms
        • Expiration Date
        • Renewal Date
        • Cancelation Date
        • Created On (date)
        • Last Modified (date)
     3. Select the conditional operator to use for/with the filter from the dropdown:
        • Equals
        • Contains
        • Greater Than (only with Contract Value, Payment Terms)
        • Less Than (only with Contract Value, Payment Terms)
        • Next (only with Date-Based filters)
        • Last (only with Date-Based metadata)
        • Between (only with Date-Based metadata)
     4. Enter a value that the metadata will be compared to/against for filtering.
     5. Click Add Filter to add another filter.
        Note: Click Remove Filter (X) to remove surplus or unrequired filters. Empty filters will result in an “Invalid metadata filter” message.
   • Tags accordion
     1. Search for a tag or select a tag.
   • Click Save Report to save the filters and generate a report.
   • Report information (report name, visibility, created by) and the contracts that match its filters are displayed.

View Report

In the Reports tab, view a report by clicking View Report  on any report. From this page you can edit the report or delete it.

Click View in contract list  on any contract to view the contract in the Contracts module Overview tab where you can perform any contract action on it.

Edit Report

Viewed your report and feel it needs adjusting?

Within the report, click Edit Report  at the upper-right corner to open the Create Report modal and modify the report specifications.

Delete Report

Deleting a report can be performed from the Reports tab or within the report.

• In the Reports tab, click Delete Report  on any report to remove it.
• Within the report, click Delete Report  at the upper-right corner to delete a report.
  Note: The advantage to deleting a report while viewing it is that you can see the list of the contracts it includes. You can confirm the contract’s contents by clicking View in contract list and from there click View Contract to verify its contents before deciding to delete the report.

Click Delete when prompted to confirm your intent.

Related Information

Contract Stages
Additional Resources

Need more help getting set up? Contact us for assistance from our customer support team or register for Office Hours.