Contracts
Generate a list of expired contracts in the past, current and future by specified parameters and sorted by sales representative.
Navigate To: Reports>Report Center>Customer>Contracts
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Select the expired contracts date range.
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Select Contract Status of All, Unsigned or Signed.
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Optional parameters Include Contracts with No Expiry Date will include contracts with a blank Expiration Date field
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Optional parameters Include Closed Customers within this Period will include any accounts with a closed date
within the reported period.
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Contracts, Customers, Sales Representatives and Start Dates will default to All. Enter specified parameters as needed.
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Select an output.