Using Reports on contracts in Query

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Query to Reports enables you to run a report on a set of contracts returned in a query search result.

From the Query dashboard:

  1. Search for a set of contracts using your preferred Search Type.
  2. Once you are happy with the set of contracts returned by your Search result, click Start report
  3. You can manually select the contracts needed for the report or ‘select all’ from the search result.
  4. Click Add to report
  5. You will be navigated to the Report Builder where you can continue building your report as described in this article from step 3.