To create base reports
- Contract Renewal Pipeline
- Contracts by Status
- Clause Revision Frequency
- Managed Clause Revisions
- Managed Clauses by Type
- Sales Contracts by Owner
- Contracts Expiring Next Year
- Sales Contracts Summarized
- In Process Inventory
Clause Modification
- Log in to your Salesforce org.
- Click the App Launcher (the 9-dot grid icon) in the top-left corner.
- In the search box, type "Reports".
- Click Reports in the search results.
- Use the Search Reports box to search by report name.
- Click the report name.
Congratulations! You have completed Contracts for Salesforce setup.