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.
Related Articles
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 ...
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 ...
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 ...
Standard Workflow Guide for Approvers (New Contract Approval & Record Maintenance)
The attached guide includes an overview for the two components of the standard workflow- New Contract Approval and Record Maintenance. This guide is for workflow participants that would be involved in approving the contract or its related documents.
Standard Workflow Guide for Editors (New Contract Approval & Record Maintenance)
The attached guide includes an overview for the two components of the standard workflow- New Contract Approval and Record Maintenance. This guide is for workflow participants that would be involved in editing the contract or its related documents.