Contractor contracts report

Use the contracts report to view the contracts for your contractor organizations. You need the Contractor Manager user role to access this report.  

How it works

View a report showing the details of your contractor organization's contracts. The report can be exported in CSV or PDF format. 

For each contract, the report contains the following fields:

  • Type
  • Name
  • Status
  • Start Date
  • Date Expires
  • Organization
  • Organization Status
  • Reference
  • Notice 1 (expiry notification set up)
  • Notice 2 (expiry notification set up)
  • Notice 3 (expiry notification set up)
  • Documents attached (Yes/No)

Run the report

To run the report:

  1. Go to Tools > Contractor Manager.
  2. Select Contracts Report from the menu on the left.
  3. Use the filters to customize the data that's displayed onscreen. Filters include contract type, contract status, expiry date, contractor organization, contractor status, and keyword search.
  4. Click Export Report. The exported report will contain all of the data in the report. The filters are not applied. 

    Contracts-report-Export.jpg
  5. Select Export as a CSV file or Export as a PDF file.
  6. Open the file on your computer.