When you run an Agreement Explorer report, if you have the "Related From Agreement" field as part of the report Field Set, you have the option to view a filtered report of agreements related from agreement records in your report (if any exist).


To view the related agreements list, click on View From Agreements from an Agreement Explorer listing. All listed agreements are created or associated with the current record (e.g., renewals, amendments). These results do NOT display Agreement Hierarchy.


In the above example, the agreement records Related From "AD XYZ Sales 11.3.15.1" are three separate pending amendments for the same contract (Relationship = Is Amendment For)

The Agreements Related From report displays without any applied Filter set. You cannot modify the Field Set used for this type of report. The following table describes which fields are displayed for Related From Agreement reports.

FieldDescription
Agreement NameClick on the Agreement Name to open the corresponding related agreement record in a new tab.
Agreement NumberThe agreement number of the related agreement record.
Agreement HierarchyClick View Hierarchy to run display a hierarchy report for the related agreement record using administrator-defined default report settings.
AccountClick on the Account name to open the related agreement's account record in a new tab.
RelationshipThe relationship of the related record with the original agreement record.
Status CategoryThe Status Category of the related agreement record.
StatusThe Status of the related agreement record.

Click Export to export the Related From Agreements report to an Excel spreadsheet. You cannot save a Related From Agreement report as an Agreement Explorer report.