Report: Contract
This report can be launched from the
Reports window.
The
Contract report provides details related
Contracts entered into the system.
This report is launched from the
Reports window.
Main Menu
- File
- Save As
Using the existing report as a base, you can use MyViews to build a template of a report that you can save as a newly named report. - Print
Prints the report as currently viewed. - Print Preview
Print previews the report as currently viewed. - Export
Exports the report as currently viewed. - Close
Closes the window.
- View
- Refresh
Refreshes the data for the report. - Reset
Resets the layout of the report back to "factory original".
- Options
- Insert Page Breaks
When printing, it is possible to automatically insert a page break (new page) for every primary group of the report.
Criteria
- Period
- Running
By default, the report filters to list of Contracts to those that are actively running between the two dates specified. - All
Effectively removes any date filter and includes each and every Contract ever put into the system.
- From
The start date to use when filtering (reduce) the retrieved data. - To
The end date to use when filtering (reduce) the retrieved data.
Simple Filters
To make it easy to quickly filter the information on a report, you can use the simple filters available on the right hand region of the screen organized on separate tabs.
- Revenue
- Sales People
The Salespeople list contains all the Salespeople who are currently active. Additionally, an entry for None is included to handle circumstances where appropriate. - Customers
The Customer filter contains all of the Customers that are active. - Stations
The Stations filter contains all of the Stations configured in your database. Additionally, a Station of None is included to handle circumstances where the Station is blank or missing.
If you right click on any of these filters, the context menu associated provides several tools to quickly select (or not) the items you wish. All lists contain the following tools:
- Check all
Places a check mark next to all entries. - Uncheck all
Removes the check mark next to all entries. - Toggle all
Toggles the check mark next to all entries; those that are checked will now be unchecked and those that were unchecked will now be checked.
The
RevenueType list includes a "Uncheck Trade" tool that can be used to filter out all
RevenueTypes that are flagged as being trade. See
RevenueType.
Main Body
This window is
MyViews enabled.
Standard Columns
- Customer - See Customer.
- Contract - Contract number.
- Start Date - The Contract effective start date (determined based on the Contract line items).
- End Date - The Contract effective end date (determined based on the Contract line items).
- Revenue (g) - The gross revenue of the Contract.
- Units - The number of spots scheduled on the Contract.
Additional Columns
- Agency - See Agency.
- Agency % - See Agency.
- Approved - The date the Contract was approved.
- Approved By - The person that approved the Contract.
- Billing Cycle - The billing cycle of the Contract.
- Canceled - The date the Contract was canceled.
- Canceled By - The person who canceled the Contract.
- Comment - The comment on the Contract header.
- Created - The date the Contract was originally created.
- Created By - The person who originally created the Contract.
- Discount % - The discount entered on the Contract.
- Estimate # - The estimate number entered on the Contract.
- Invoice Type - The target Invoice type configured for the Contract.
- Modified - The date this Contract was last modified.
- Modified By - The person who last modified this Contract.
- P.Conflict - The primary Conflict entered on the Contract.
- Product - The product entered on the Contract.
- Purchase Order # - The purchase order number entered on the Contract.
- Revenue (n) - The total net revenue of the Contract.
- Revenue Source - The RevenueSource entered on the Contract.
- Revenue Type - The RevenueType entered on the Contract.
- S. Conflict - The secondary Conflict entered on the Contract.
- Sales % - The SalesCommission percentage entered on the Contract.
- Sales Person - The SalesPerson entered on the Contract.
- Station - The Station or Stations that the Contract targets.
- Status - The current status of the Contract.
- Trashed - How many spots (units), if any, are canceled/trashed.
- Trashed$ - The amount of money related to the canceled/trashed spots, if any.
Examples
Examples 1
Is there a report that we may run that will give us the contract numbers that have been revised?If you use the
Contract column and the related filter (see
MyViews), you can filter the column to anything that contains a period (.) character. This will filter the information to just
Contracts that have a period in the
Contract number. All
Contracts that have been revised are automatically numbered in such a way that there is a period character followed by the revision number.
If you just want to see the
Contracts that are the "originals", but have been revised; set the filter to period followed by zero (".0"). All the original
Contracts are automatically set to a revision of 0.
Additional Information