Purpose: Reports in contracts generally means, by viewing the created contracts and you can download or print the contracts reports which you have filtered based on specific criteria. It also serve various purposes, including tracking contract count, analyzing data, and monitoring compliance. They provide insights into contract information including the status, customer type, contract dates, etc.

View reports

Reporting tab > > Customers > Contracts > All assigned contracts will display

1. Filter the contracts based on the chosen criteria.
2. Quick Links > General > Save: Creating custom reports
3. Print the Contracts report.
4. Download the Contracts report in excel.
5. Edit columns - A right panel will appear, allowing you to select the columns you wish to display. You can rearrange the column order by dragging and dropping them to the desired position.

Reporting: PPM performance

• In dashboard, choose 'Reporting'. Click three lines > Customers > PPM performance.
• All the PPM jobs planned for the respective months will be displayed along with its statuses and in percentage.
• Planned preventive maintenance performance report can be viewed and customized from this screen.

• Filter the PPM based on the chosen criteria.
• Quick Links > Choose the required columns and filters and click 'Save'.
• Print the PPM report.
• Download the PPM report in excel.
• Edit columns - A right panel will appear, allowing you to select the columns you wish to display by choosing the desired column name. You can rearrange the column order by dragging and dropping them to the desired position.