Using the Export feature, you can download contract details to an Excel spreadsheet or a comma-separated values (CSV) file. The exported data contains the contract fields like Contract Name, Contract Number, Id, Contract Type, Account, Status Category,  Status, Term Type, Owner, and Primary Contact.

To export contract details

  1. Click the My Contracts tab.
  2. Go to the required list page using pagination and select the contract records to be exported.
  3. Click the download icon () and select Export as .CSV or Export as Excel to export the records. The file is saved to the Downloads folder of the local machine.

You can also export contract details from the Recently Viewed tab.

The Recently Viewed page displays contracts you viewed in the current login session. It does not display contracts if you clear the cache or log in again.

To export contract details from the recently viewed list

  1. Click the Recently Viewed tab.
  2. Go to the required list page using pagination and select the contract records to be exported.
  3. Click the download icon () and select Export as .CSV or Export as Excel to export the records. The file is saved to the Downloads folder of the local machine.