Running Agreement Hierarchy Reports

You can run the default agreement hierarchy report for any record.

Running an Agreement Hierarchy Report

You can run the default Agreement Hierarchy report for any record.

To run an Agreement Hierarchy report

Navigate toAgreement Explorer tab.
Click the link in the Saved Reports table marked as Default.
The Agreement Search screen is displayed. No results are displayed initially because no agreement record has been chosen as context. All Filter Sets are displayed in the Search Settings and you can preview Field Sets by clicking Edit Fields.
Click on the Agreement Lookup icon.
An agreement Lookup dialog is displayed.
Search for your agreement record or click on a link to select a record from the list.
Click Go to run the report.
The report listing the Agreement hierarchy for your agreement record is displayed, filtered to match the default Agreement report settings and display the data according to the defined field sets (columns). Records that do not match the filter settings for the report are grayed out (you can still click the links).
You can take several actions from the resulting report list. See Using Agreement Hierarchy Reports for a description of these actions.

To run the default Agreement Hierarchy report for a specific record

Navigate to the desired agreement record.
Click View Agreement Hierarchy.
The report listing the Agreement Hierarchy for your agreement record is displayed, filtered to match the default Agreement report settings and display the data according to the fieldset. The agreement record of context is highlighted in the list.
You can take several actions from the resulting report list. See Using Agreement Hierarchy Reports for a description of these actions.

From the Agreement Explorer tab, you can run Agreement Hierarchy reports that you own (private) or that have been saved as Public (by you or others).

To run a custom Agreement Hierarchy report

Navigate to the Agreement Explorer tab.
Click on a link in the Saved Reports table with Agreement as context.
Click on the Agreement Lookup icon.
An Agreement Lookup dialog is displayed, prompting you to search for a specific record or select one from a list of recent agreements.
Search for your agreement record or click on a link to select a record from the list.
Click Go.
The report listing the Agreement Hierarchy for your agreement record is displayed, filtered to match the report settings and fieldsets specified when the report was created or modified. Your agreement is highlighted in the list.
You can take several actions from the resulting report list. See Using Agreement Hierarchy Reports for a description of these actions.