Create a Detailed Report for a Single Item Type

You can generate a detailed report for a single contract management item type for a project. For example, you can report on all RFIs for a project. Detailed reports provide additional information that is not included when you report across multiple item types. After you generate a report, you can export it to Microsoft Word.

To create a detailed report for a single item type:

  1. Navigate to the project.
    You can search for projects using the Search Projects link in the Activity Zone. Projects that you are linked to also appear on the History tab on your contact record, and in the Projects dashpart in the Personal Zone.
  2. Click the Contract Management tab.
    If the Contract Management tab is not visible on the header band, click more to display additional menu items.
  3. From the Type list, select the item type that you want to report on.
  4. Click Search.
  5. Select the check box of each item that you want to include in the report.
    Tip: To select all items, select the check box on the header of the first column.
  6. Click View Reports.
  7. Click Open Report to export the report to Word.
    When you export a report to Word, you are prompted to select a folder to save the report to. Alternatively, you can choose to open the report in Word.