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Friday, October 8, 2021

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Searching & Reporting Overview   
Page last modified on Monday, September 17, 2018 12:06 PM (by Nash DeVita) (initially created on Tuesday, March 22, 2011 6:43 PM)
Assigned to: Find/Search Contracts
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Find/Search Contracts: Searching & Reporting Overview

Contract Insight can search and report off of any key word/number/date in standard and user-defined fields.
Contract Insight includes many levels of searching such as: Google-like QuickSearch, field by field search; ad-hoc query; full custom report designer; scheduled reports; email reports; exportable reports; reports that can be set to display on the application homepage; reports can be saved and shared (assigned to) with other users. 

Contract Insight has a fully customizable, online report designer that offers users complete control over the appearance, layout, and information on each report. The drag and drop report designer feature is very similar to the functionality found in other 3rd party reporting tools such as Crystal Reports, Business Objects and Cognos. This report designer can greatly improve upon the appearance of simple canned-reports and allow users to create very complex, technical reports that include text, images, graphics, variables, conditions, cross-tables, multiple data summary options, and much more. With numerous exporting options including Word, Excel, PowerPoint, PDF, CSV, Rich Text, Image formats, and many more, CobbleStone Software's Custom Report Designer offers robust querying and reporting capabilities.

There are several ways to go about searching for/through the contracts that are in the Contract Insight system.

  1. Find/Search Contracts
  2. Search Files/Notes
  3. QuickSearch

Click any of the above numbered items to navigate directly to that Wiki page for more information.

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