Query to Reports enables you to run a report on a set of contracts returned in a query search result.
From the Query dashboard:
- Search for a set of contracts using your preferred Search Type.
- Once you are happy with the set of contracts returned by your Search result, click Start report
- You can manually select the contracts needed for the report or ‘select all’ from the search result.
- Click Add to report
- You will be navigated to the Report Builder where you can continue building your report as described in this article from step 3.