Contract Renewal Search List Screen

Actualizado en 14 Mar 2024

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Use the contract renewal report to curate data and create reports for active contracts that can be renewed.

View and Manage Contract Renewal Reports
Search	Use this search bar for your quick keyword searches. The search results that populate will only contain an approximate match based on the string of characters that you enter in the search bar.
Advanced Search Tools	Use the advanced search tools to initiate and refine searches quickly. You can leverage the option to group, filter, sort, and display search results in a manner that best suits your needs. Change the order in which fields are displayed by dragging and dropping the field name within your search list. Change the sorting of a field by clicking on the field name. You can save the advanced search lists you configure by going to the three dots menu and selecting Save As after creating your list. Find your saved search lists in the dropdown menu to the right of your advanced search tools.
More Actions Menu	Save As—Use Save As to save a search list that you have configured so you do not have to recall precisely which advanced search tools you used to derive specific search results. Click here for more information about the Advanced Search Save As screen. My Default—Use My Default to designate a default search list. The list will automatically populate the Select Attachment screen. Reset Advanced Search—This option will reset your search results to the system's default list. The system default list will be pre-filtered to display the most relevant results based on the selected record type for contract renewals. Print Screen - Print a screen capture. Export to Excel (Current View) - Export your search with only the fields you have selected included. Export to Excel (All Fields) - Export your search with all search fields.
Date	By default, the date that appears is forty-five days before the current day's date. Select the calendar icon to change the date to what you prefer. To see contracts reflected on this report, they must have started before the current today and meet one of the following conditions: It must not have a contract renewal date before the selected report date. Must not have a contract end date before the report date chosen. Does not contain a contract end date.

Contract Renewal Report Default Fields

You can group, filter, display, and group your contract renewal reports using the fields below.
- Some fields can only be displayed and filtered.
If you save a default search, this will automatically populate when navigating to the Contract Renewals report.
If you have not saved a default search, the Default Search [System] when first navigating to the Contract Renewals report.

Default Fields

Account Owner

Contract Amount

Contract End Date

Contract Monthly Amount

Contract Renewal Date

Contract Start Date

Change

Days Remaining

Division

Earned Gross Margin %

Lost $

Property

Proposed $

Renewed $

Renewal Amount

Renewal Monthly Amount

Renewal Sales

Renewal Status

Additional and Customizable Field Notes

The Opportunity and Opportunity Number fields will display a hyperlink, directing you to the Opportunity detail screen when clicked.
You can display and filter using the Opportunity Tags field on the Contract Renewal for opportunities in progress.
Information from the Sales Type field will be pulled from the active contract.
You can display the Renewal Budget field.

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What's Next

Contract Renewal Dialog Screen

Tabla de contenido

Contract Renewal Report Default Fields
Additional and Customizable Field Notes