These fields allow you to select what prints on the report.

Select EntityCompany (button)

Click the button to select the entitiescompanies for which you want to print the report and click Save.

Sort By

Select an option to sort the report by. Options are Contract, Vendor, Customer, Job.

Based on your selection, other options on the page may change.

New Page per Contract/Customer/Job

Select this check box and the report displays a new page when the contract/customer/job changes.

As of Date

Enter the starting date for the report. The As of Date defaults to the login date.

From Contract / Thru Contract

Pick a Contract ID range for the report. Use the Lookup icon for each field to enter a starting and ending entry for the range. To run the report for one ID, select the same entry for the From and Thru fields.

From Customer / Thru Customer

Pick a Customer ID range for the report. Use the Lookup icon for each field to enter a starting and ending entry for the range. To run the report for one customer, select the same entry for the From and Thru fields.

From Job / Thru Job

Pick a Job ID range for the report. Use the Lookup icon for each field to enter a starting and ending entry for the range. To run the report for one job, select the same entry for the From and Thru fields.

NOTE that this field appears only when a job-related field is selected for Sort By.

Vendor Type

Pick a Vendor Type for the report. Use the Lookup icon to select a Vendor Type from the select Vendor Type pop-up that opens.

Thru Document Expire Date

Enter a "through" expiration date for contracts that you want to print on the report. Only the contracts that have an insurance expiration date on or before the entered date will then appear on the report.

This date works in conjunction with the Required Documents Only check box (see next field for details).

Required Documents Only

Unchecked (default).

Checked - If any of the Required Documents from the Options & Status tab in Contract Entries is selected, but a date has not been entered, a message appears.

Include Unapproved

Checked (default) - Contracts with the status of Unapproved are included in the report.

Unchecked - Contracts with the status of Unapproved are not included in the report; only contracts with the status of Approved are included in the report.

Contract Status

Select a status and only contracts with that status appear on the report. Status options are: Open, Closed, or Both (Open and Closed).

Change Order Status

Select a status and only contracts with that status appear on the report. Status options are: Approved, Pending, or Both (Approved and Pending).

Report Format

Select a report format:

PDF Format: Print the report in PDF format for use in a PDF viewer, such as Acrobat.

Create Spreadsheet: Prints the report in an Excel spreadsheet.