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 guide.
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Reports User Guide
This is a guide that reflects the entire reporting tool.
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.
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 ...
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 ...
How can I learn more about the reports tool in Ntracts?
Sign up for our live reports webinar. We would love to have you join this one hour session covering some of the advanced features of the Ntracts Reports tool including building and formatting custom reports. To get the most out of this webinar, it is ...