Custom report on detailed contract data, this is an enhanced version of eAutomates Contract List report
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Overview | Samples | Variables | Alert Functionality | OnDemand Report Filters | Best Practices & Tips | Related Alerts |
Overview
Overview
This report is an enhanced version of eAutomates Contract List Report. This on demand report provides various details on the set up of a contract, billing info, rates, covered copies, dates etc. The report can be used by your team as an overview of a contract as it includes many of the fields of how the contract is set up as well as billing information. We will install it inside your Custom Reports folder, in eAutomates Reports Console.
What's included in this ID380 custom report and not in the stock eAutomate report:
Branches, Sales Reps, Contract Bill Groups, Renewable Status, Tax Codes, Contract Remarks, GL Distribution, and more.
Run Schedule: On Demand
Type of Output: Custom Report
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Sample
Sample
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Variables
Variables
ID380 has no variables.
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Alert Functionality
Alert Functionality
1. Click Reports from your top toolbar in e-Automate.
2. Click on Custom Reports from the side bar options and you'll see the report "CEO Juice DGI Contract List (Enhanced)".
3. Double click to open the report filters and complete them as desired (see OnDemand Report Filters Section below for details).
4. Click OK on the filters box to run the report
5. The report can be exported by clicking the Export Report button on the upper-left hand side of the report window
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OnDemand Report Filters
OnDemand Report Filters
Select to include all customers or a specific From and To customer
Select to include all contracts or a specific From and To contract
Select to include all contracts or active contracts only
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Best Practices & Tips
Best Practices & Tips
This report is a great resource for those who do not work in the service contracts within e-Automate on a regular basis and therefore do not know where to find pertinent contract details. This report can be used by your C-level employees as well as service and sales managers to be in-the-know of the details of specific customer contracts.
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Related Alerts
Related Alerts
ID298 - Contract Detailed Review Report
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