Did You Know?
The Reporting Center
Fast, flexible reporting for Contracts 365.
The Reporting Center is Contracts 365’s enterprise-grade reporting experience—a modern, secure, highly configurable way to build, run and share reports across your contract lifecycle. Built for business users and administrators alike, it delivers personalized reports, powerful filtering, and Excel and PDF outputs to turn contract data into clear, actionable insights.
The Contracts 365 Reporting Center
Why You’ll Love It
- Reports that respect permissions
Reports always run under the signed-in user’s security context, so people only see the data they’re allowed to access. This makes reporting safe to open up to more users without exposing sensitive data. - Personalized and tenant templates
Users can create private “My Reports” or use shared, client-specific templates. Tenants can extend templates with custom entities unique to their business. - Professional, reusable report layouts
Upload custom Excel templates or use built-in styling (including your logo). Templates support native Excel features such as pivot tables, charts and hidden worksheets—so your reports look great with minimal work.
Powerful Filtering and Logic
The Reporting Center includes advanced filtering tools so you can find exactly what matters:
- Match Any / Match All logic to control how filters combine
- Pre-built filters (dates, currency, lookups) plus full-text search
- Custom rules with any operator and grouped AND/OR logic
- Filter “pills” that clearly display active filter conditions, and the ability to filter on columns that are not visible in the report preview.
Output, History, and Sharing
- Excel and PDF output
Download or receive reports by email in Excel or PDF. PDF generation is built into the run options so users can choose the format they prefer. - SharePoint-backed report history
Every report run is stored in a Reports Document Library in SharePoint, enabling easy retrieval, native SharePoint sharing and permission management. - Scheduling
Schedule reports to run daily, weekly or monthly and deliver them to selected recipients. Scheduled reports align with the SharePoint site’s regional settings.
Quick User Workflow
From the Dashboard, open Reports to create a new report or edit an existing template. Choose your entity, pick columns, add filters (or custom rules), save and preview. When ready, Run, Share, or Schedule the report—or upload a custom Excel template to apply branding and tailored layouts automatically.
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