REPORTS | Contract Training Reports |
Definition: Contract Management Status report provides members with a concise summary of financial information for each active unique fund or company combination.
Screen Steps
Click Reports > Contract Training.
From the list of Contract Training Reports, locate Contract Management Status.
Select Run/Schedule link.
Definition of TermsFund Start Date On or After: It displays the start date on or after in the funding organization. Fund Start Date On or Before: It displays the period up to which the user needs the breakout details of the pre-proposals, proposals and contract activity. Funding Organization: This field displays all the listed funding organizations in the alphabetical order. Fund Names: It includes fund names added towards the selected funding organization. Company: This field will displays the list of companies having an active status. Salesperson:This field includes members selected in salesperson field for any proposal or contract in Lumens. |
Enter the details and click Run Report.
