Contract Report

The Contract Report provides an overview of upcoming contracts based on a specified Billing Due Date, which is set in the Office Admin Module, Details Tab.

Contract Status:

• Status: The contract status is found in the Conference, Accommodation, or Supplier Modules, under the General Tab in the Reservations Section.
• Filter by Contract Type: To focus on a specific status (e.g., "Received Awaiting Signature"), select the desired contract type. Leave blank to include all statuses.

Additional Filters:

• In the right column, you can refine your report by:
  • Individual Clients or Contacts
  • Specific Venues or Venue Groups
  • Suppliers
  • Affiliations or Parent Companies

How to Generate the Report:

1. Choose Contract Status: Select a specific contract type or leave blank for all.
2. Apply Additional Filters: Use the right column to narrow results by Client, Venue, Supplier, etc.
3. Set Date Range: Choose the date range based on Billing Due Date.
4. Generate Report: Click Preview to view the report.

This report gives you a clear view of future contracts and their statuses.