Reporting

The reporting section can be used to extract different reports according to business needs.

In this article:

  • How to access reports:

How to access reports.

  1. The user needs to navigate to the reports section through the dashboard.

    Note: The reports section can also be navigated through clicking on the widgets and charts on the dashboard which is explained in our help tutorials.

  2. The reports section includes several reports covering different contracting needs.

  3. Clicking on a ‘contract’ or a ‘company’ in a report will take you to the detail page for that contract or company.

  4. Reports can be printed or downloaded in Excel and PDF formats.

Reports:

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See Also:

  • Companies
  • Quick Parts