Custom report for contracts
Path in CC5: Contracts - Reports - Custom report for contracts
Here, you can create own reports with various information. Select if the report shall show contracts or payment schedules with obligations and receivables. Then, select the fields you want to include. In this way, you can create both simple and advanced reports, depending on the included information.
Save reports as template
The report can also be saved as a template by clicking Save Template and giving the report a title. When saving a report as a template in this way, system administrators can also choose to make it visible to other users (Save globally). For local reports select Confirm. The saved template is added to the report list.
Templates can be deleted again by clicking the report's title and then Delete Template.