Many UCM users may need to run a report for auditors showing the number of contracts created in one year. This report can be created for any item such as contracts, attachments, milestones, etc. 


To list all Contract Containers created this year


This view can also be used to show contracts created in any time period!


On the Enterprise Ribbon: Contracts Tab

  1. Add a New View.
  2. The Search Criteria would be: CreatedOn -- on or after -- 01/01/2017 (for this year. For a prior year, the date would be 01/01/yyyy) AND add a second criteria CreatedOn -- on or before -- 12/31/yyyy.
  3. Check “Include Archived" (recommended).
  4. Edit the Default Fields and Sequence grid to show what you want included in your results.
  5. Select the Default Sort Order and click Add.
  6. Click “Save this View”, type in a name, and click Run to see the view results.


To list all Uploaded Attachments created this year

On the Enterprise Ribbon: Attachments Tab

  1. Add a New View.
  2. The Search Criteria would be: AddedOn -- on or after -- 01/01/2017 (for this year.
    For a prior year, the date would be 01/01/yyyy) AND add a second criteria
    AddedOn -- on or before -- 12/31/yyyy.
  3. IF you want to limit the attachment to a specific Type, such as Amendments, ADD a third criteria AttachmentCategory – contains – amendments (or whichever type).
  4. Check “Include Archived" (recommended).
  5. Edit the Default Fields and Sequence grid to show what you want included in your results.
  6. Select the Default Sort Order and click Add.
  7. Click “Save this View”, type in a name, and click Run to see the view results.

By saving the view, you can recall it each year and simply click Edit the View to change the years in the criteria section, or modify the Attachment Type for documents