Agreement Explorer is a powerful search and reporting feature that allows you to use configurable and reusable search reports to search for records in the Agreement object. This feature complements standard reporting views to satisfy the demands of many customers who require more powerful, specific search results and related exports to Excel to satisfy their business needs. Agreement Explorer expands your access to agreements by providing reusable searches with configurable fieldsets and filtered lists for multiple contexts associated with agreements. You can use these reports to discover and expose record lists for agreement searches, the hierarchies of agreements and accounts, and a combination of account hierarchies and the individual account’s related agreement hierarchies. Users can create published lists of available reports, which can then be complemented by users creating and saving their own public or private ad hoc reports. The resulting reports can be exported to Excel.

Understanding Agreement Explorer Report Types

The key to understanding how to create and use Agreement Explorer reports effectively is to understand the application types assigned to each report. When you create an Agreement Explorer report as an administrator, you are required to define the context (type). The type determines the list of records and hierarchy displayed in the results available to the user. There are three types available for reports: