Create a Scheduled Termination Report
In Reports the Schedule Report Menu provides tools to immediately email a report or schedule email delivery of a report on a recurring basis. Reports can be sent to recipients who do not have access to Ntracts as well as Ntracts users that do not have access to reports. Once generated, the report is attached to an email in the specified format which can be viewed, printed or saved by the recipient. This timesaver will reduce task load allowing for more efficiency. The Scheduler Menu options include scheduling a report, emailing a report, or managing scheduled reports. The Termination and Renewal Contract Listing report will list contract records that are nearing their termination dates.
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Running a Standard Report
The Standard Reports folder contains the reports that are part of every Ntracts account. Some reports allow you to add additional filters and some have already been added.
Reports User Guide
This is a guide that reflects the entire reporting tool.
Running Reports to Find Missing Termination Dates
When creating a new contract record entering a date in the termination date field is important. Leaving this field blank impacts termination workflows. To find any contract records that are missing a termination date, follow the steps in this ...
Duplicating a Standard Report to Meet Your Needs
When you look at Standard Reports you may see something that is close to what you want. No need to start from scratch. You can make a copy of it and modify it to meet your needs. Requirement: To duplicate a Standard Report, you must have edit ...
Scheduling and Managing Reports to be Emailed
The Schedule Report Menu provides tools to immediately email a report or schedule email delivery of a report on a recurring basis. Reports can be sent to recipients who do not have access to Ntracts as well as Ntracts users that do not have access to ...