Specific Views and Reports

Details on how to create some of the most commonly requested and used Views and Reports within UCM

Reports: Logged In User | QH
Using the name of @LoggedInUser, you can create a View to share with all Users in your organization that will show them all Contracts where they are listed ...
Wed, Jan 6, 2021 at 3:39 PM
Reports: Activated Last Quarter | QH
Create a report that will allow you to view all contracts activated within a specific date range, for instance a fiscal quarter. For additional sup...
Wed, Jan 6, 2021 at 3:39 PM
Reports: Activated Last Month | QH
Create a scheduled report to automatically receive a report of all Contracts activated in the prior month, directly sent to your email on the 1st of every m...
Wed, Jan 6, 2021 at 3:39 PM
Reports: Activated This Month | QH
Create a View that will allow you to see all Contracts that have been activated during the current month.   For additional support, contact us ...
Wed, Jan 6, 2021 at 3:40 PM
Reports: Reviewers & Approvers (ADMIN) | QH
This video shows you how to access two reports for Reviewers and Approvers from an Admin level. These are pre-built into the system, so no need to create a ...
Wed, Jan 6, 2021 at 3:40 PM