How to Use Contracts Reports?

How to Use Contracts Reports?

Contracts Reports help you get a better understanding of your contract related key stats. It allows you to export the contract related data, which can be used to slice and dice and retrieve meaningful insights.  

Using Contract Reports
  1. Select the "Reports" module in the Menu.
  2. Pick a report you want to use from the Contract Reports section.
  3. You can generate the report for any specific interval of time by filling out the "From" and "To" dates in the Zuper Web App.
  4. Once you fill out the required fields, click on "Generate Report" to download your report. 
Note:

Reports generally include contract-related information such as contract name, contract ID, Billing address, and so on. 

Listed are the different contract reports that can be extracted.

1. Contract Master Report
The Contract Master Report is used to export all the master information about the contract ID, contract name, contract months, parent contract, and so on. 




2. Contract Status Report
The Contract Status Report is used to export all the status-related information such as Product ID, Product Type, Transactions, and more.



3. Contract Jobs Report
The Contract Jobs Report is used to export all the contract jobs-related information such as the Job Category, Job Type, Customer Name, Customer Address and more.  




If you are having any issues, please email support@zuper.co  and one of the agents from the support team will get in touch with you.


    • Related Articles

    • Available Reports in Zuper

      Below is a list of all the reports in Zuper. Job Report Jobs Master Report Job Status Report Status Summary Report Status History Report Job Turnaround Time (TAT) Report Job Notes Avg Duration / Category Jobs by Team Report Jobs Activity Report ...

    • How to explore the Contracts listing and details page in the V3 Zuper Mobile App

      The contracts module helps you to manage the agreement created. Here you can add, modify, and merge the contracts. The contracts can be mapped to an organization, and you can create a new job for a customer along with the contract. Contracts Listing ...

    • How to Use Customer Reports?

      Customer Reports help you slice and dice through your customer data and turn it into meaningful insights.   Using Customer Reports Select the "Reports" module in the Menu. Pick a report you want to use from the Customer Reports section.  You can ...

    • How to Use Assets Reports?

      Assets Reports help you get a better understanding of your Asset related key stats. It allows you to export the Asset related data, which can be used to slice and dice and retrieve meaningful insights.   Using Assets Reports Select ...

    • How to Use Product Reports?

      Product Reports help you get a better understanding of your product related key stats. It allows you to export the product related data, which can be used to slice and dice and retrieve meaningful insights.   Using Product Reports Select ...