Viewing Related To Agreement Reports
When you run an Agreement Explorer report, if you have the "Related To Agreement" field as part of the report Field Set, you have the option to view a filtered report of agreements related to agreement records in your report (if any exist).
To view this list, click View To Agreements from the Agreement Explorer report listing. All listed agreements are a source or reference to create or associate the current record (e.g., renewed from, amended from) These results do NOT display Agreement Hierarchy.
In the above example, the agreement record Related To "AD XYZ Sales 11.3.15.1 Amended" is the original contract from which the agreement was amended (Relationship = Is Amended By).
The Agreements Related To 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 To Agreement reports.
|
Field |
Description |
|---|---|
|
Agreement Name |
Click the Agreement Name to open the corresponding related agreement record in a new tab. |
|
Agreement Number |
The agreement number of the related agreement record. |
|
Agreement Hierarchy |
Click View Hierarchy to run display a hierarchy report for the related agreement record using administrator-defined default report settings. |
|
Account |
Click the Account name to open the related agreement's account record in a new tab. |
|
Relationship |
The relationship of the related record with the original agreement record. |
|
Status Category |
The Status Category of the related agreement record. |
|
Status |
The Status of the related agreement record. |
Click Export to export the Related To Agreements report to an Excel spreadsheet. You cannot save a Related To Agreement report as an Agreement Explorer report.
