This report provides a list of upcoming scheduled contract renewal dates. Once you’ve entered a renewal date within the Client Contract Prices section, you’ll be able to generate this report to monitor contracts that are nearing their expiration.
You also have the option to include already expired contracts by selecting the appropriate checkbox when setting your parameters.
How to Run the Report
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Navigate to the Analytics module.
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Select “Contract Renewals.”
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Enter your desired search parameters.
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Click “Generate Report.”
Available Search Parameters:
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Account Name
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Branch
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Date Range
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Use the dropdown menu to select a preset range or enter a custom date
Report Results
The returned report will display a list of contracts based on your filters, including the following details:
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Report Name
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Branch
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Address
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Contract Start Date
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Renewal Date
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Account Type
Once the report is generated, you can export the results to an Excel spreadsheet by clicking the “Export Excel” button. This creates a downloadable CSV file that can be opened in Excel or any compatible program for further review or sharing.