Reporting on Fields with a One-to-Many Relationship
It is important to understand the impact of reporting on Ntracts fields that have a one to many relationship. For example, you may have multiple primary or responsible parties. This relationship can result in having multiple lines of data for a contract record on a report. The purpose of this guide is to point out the fields that have the possibility of creating this result. For that reason, these fields have their own reporting categories for you to select from.
Related Articles
Reporting on Survey Questions & Responses
Users with appropriate security permissions can report on workflow survey questions and responses. This data can be used in combination with other workflow data and related contract record data. This guide will walk you through how to add the survey ...
Reports User Guide
This is a guide that reflects the entire reporting tool.
Administration Menu - Contract Address Book Substitution Utility
The Contract Address Book Substitution utility enables you to replace or reassign an individual as it appears within the Primary Party, Affiliated Party, or Responsible Party fields, for example. The system searches for and replaces the name with a ...
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 ...
Using the Quick Search
When searching for contract records the Contracts app offers two ways to search. You can choose whether to Search Using Quick Search or Search Using Filters. The Search Using Quick Search uses a pre-defined set of fields to search for the characters ...