The Contract One-Click Report provides a summary of the key data in a Contract Profile, including basic information stored in both the Company and Contract Profiles. The report also displays information for stored Documents, Tasks, Events, Locations, Additional Parties, and Payments, as well as any Dynamic Forms captured in the Contract Profile.
1. Open a Contract Profile.
2. In the Contract Profile screen, click One Click Report in the toolbar.
3. Review the report, which displays in a new browser window.
4. (Optional) Click Download as Excel, and follow the onscreen prompts to open the report as an Excel spreadsheet.