SpotDraft makes it easy to get a regular report on contracts based on different criteria. This guide will walk you through the steps to create a recurring report that delivers this information directly to your inbox.
Reports in SpotDraft are closely associated with a view. To schedule a report, you first have to create a new view.
- In the SpotDraft contract repository, choose the required set of filters. Once satisfied, save this view for future use by clicking on "Save As New View" and giving it a descriptive name
- On the newly created view, click on the "Generate Report" button and select "Recurring Report" from the options.
- Choose your preferred frequency for the report:
- Daily: Receive the report every day.
- Weekly on Monday: Receive the report every Monday.
- Every 2 weeks on Monday: Receive the report every two weeks, on Monday.
- Every month on the 1st Monday: Receive the report on the first Monday of each month.
- Click on the "Schedule Report" button. You'll receive a notification confirming that the report has been successfully scheduled.
Understanding Your Report:
- Each recurring report will include the details of all contracts that meet the criteria of your saved view. This means if you set up a report for contracts expiring within the next 30 days, you'll receive a list of those contracts, with their key information, on the frequency you selected.
Additional Tips:
- You can customize your report by adding or removing columns in the "Manage Columns" section of your contract list.
- SpotDraft will automatically update the report, so you'll always get the most recent information about your expiring contracts.