Create a Summary Report for Multiple Item Types

You can generate a basic summary report for a mix of contract management items for a project. After you generate a report, you can export it to Microsoft Word.

To create a summary report for multiple item types:

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. Optional: In the search area at the top, select one or more filters to apply to the search results.
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.