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 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.
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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 ...
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 ...
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 ...
Accessing Ntracts Learning Center
The Learning Center is accessible through the Help menu of your Ntracts site. The Learning Center houses the eLearning modules as well as the ability to sign up for Reports training. The Reports webinar is offered for those needing to create and/or ...