Use detail options to change the contract status or contract type. Use time frame options to specify the contracts that have a time period for the report. Use reporting amounts to specify the currency for the report.
Detail Options
| Field | Description |
|---|
| Contract Status
|
This column displays the contract's status: Negotiation, Pending, Sent for Signature, Approved & Signed, or Rejected. Your firm may have different contract statuses.
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| Contract Type
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To select records for the report based on contract type, use the Contract Type lookup to select one or more types, such as Additional Services, Change Order, Letter of Agreement, or Original.
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| Include Contract Notes
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Select this check box to include any notes entered for the contracts.
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Time Frame Options
| Field | Description |
|---|
| Contract Time Frame
|
Specify the contracts that have a particular time period for the report:
-
All: Select this option if you do not want a report to filter out any contracts based on the Request Date, Approved Date, or Period assigned.
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Request Date Range: Select this option to generate a report for contracts assigned a requested date within a specific range.
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Approved Date Range: Select this option to generate a report for contracts assigned an approved date within a specific range.
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Period Range: Select this option to generate a report for contracts assigned an accounting period within a specific range. You can select accounting periods from the drop-down lists.
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Reporting Amounts
| Field | Description |
|---|
| Report In
|
Select the currency in which to display amounts on the report:
- Billing currency
- Project currency
- Project's functional currency
- Presentation currency
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