Creating an Agreement Explorer Report

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When you create a new Agreement Explorer report, you are creating a public or private report to generate a list of agreement records based on one of three contexts: Agreement Search, Agreement, or Agreement Hierarchy by Account(s). You use the same form to create new reports and edit existing reports. The following section provides instructions for creating your own Agreement Explorer reports. To create an ad hoc report from a report you have executed, see Managing Report Settings

To create an agreement explorer report

Navigate to the Agreement Explorer tab.
Click the New Agreement Explorer button to create a new report or click the Edit link next to any report in the Saved Reports table to edit an existing report.
The Report Edit page is displayed

To define Report Attributes

Use the first section of the Edit Report form to identify the attributes of your report, including report type.

Consult the following table to define or edit the attributes for your Agreement Explorer report. Attribute fields in bold are required.


Attribute	Description
Report Name	Enter a short name for your report that will help you identify it. This name is displayed in the Saved Reports table on the main Agreement Explorer tab.
Owner	Use the lookup field to search for a user to designate as the owner of this report. By default, the current user is the report owner. Only the report owner or an administrator can modify an existing report.
Label	Enter a label which can be used to provide additional clarity for the report's intended use.
Type	Use the drop-down menu to specify the context of your report: Agreement, Agreement Search or Agreement Hierarchy by Account(s). See Agreement Explorer Reports for an explanation of report contexts.
Description	Enter a description for your report which provides guidance to users on using the report. The description is displayed in the Saved Reports table on the Agreement Explorer tab.
Make Public	Click this checkbox to make your report publicly available to all users. Any users with access to Agreement Explorer will be able to run this report from the Agreement Explorer tab.
Set as Default	Click this checkbox to make your report the Default report for the chosen report context. See Running Agreement Explorer Reports

Note:

At this point, you can click Save to save your new Agreement Explorer report without any Field or Filter settings. When your report is run, it will return all agreement records you have permission to view. Continue to the next section if you want to configure Fieldsets for your report.

To define Report Field Sets

Use the Fields section in the Edit Report form to define the fields (columns) displayed in the report and expand or limit the actions that can be taken from report results. When you edit, add or remove fields in this way, you are creating a new FieldSet unique to the report you are creating. The only field that is always required (and cannot be removed) is Agreement Name because reports always display a list or hierarchy of agreement records.

Note: Fieldsets in Agreement Explorer reports are always defined explicitly for each report and change based on the report settings.

Configuring Field Sets for Agreement Explorer Reports

Individual fields are listed in sequence by column number. "Agreement Name" is always the first field in the fieldset and cannot be removed or reordered.

Use the drop-down menu to choose or change fields to add to the FieldSet. You can add any field that is a part of the Agreement or Account object, including any lookup fields from these objects.

When you add certain fields to your Field Set, they enable you to take actions from the Agreement Explorer report listing, depending on the type of the report. The following table describes which actions you can take with these fields and defines which contexts use these fields:


Field	Description of Action	Report Type
Agreement Name	Click on Agreement Name to open the corresponding agreement record in a new tab.	Agreement, Agreement Search, Agreement Hierarchy by Account(s)
Account	Click on Account name to open the corresponding account record in a new tab.	Agreement, Agreement Search, Agreement Hierarchy by Account(s)
Related TO Agreement	Click View TO Relations to change the report view to a list of agreement records related to the agreement of context.	Agreement, Agreement Search, Agreement Hierarchy by Account(s)
Related FROM Agreement	Click View FROM Relations to change the report view to a list of agreement records related from the agreement of context.	Agreement, Agreement Search, Agreement Hierarchy by Account(s)
Agreement Hierarchy	Click on Agreement Hierarchies to navigate to the default Agreement Hierarchy report for the agreement of context.	Agreement Search

Click the Add Field button at the end of the Field Set to add another field. Click the button to remove a field from the FieldSet. Field Sets for Agreement Explorer reports can have a maximum of 24 fields.

Note: Although Agreement Explorer report Field Sets can have up to 24 fields, only the first 12 fields can be displayed in the Agreement Explorer listing when the report is run. When you export a report to an Excel spreadsheet, all fields and any data they contain are displayed. Keep this in mind when planning the sequence of fields in your FieldSet.
Save your report or continue to the next section to define Filter settings.

Defining Report Filter Settings

Agreement Explorer report results can be constrained through the use of Filter Sets defined for any given report. When your report is run, the results are filtered according to the expressions you define here.

To define Report Filter Settings

Define or change Filter Sets to filter the report based on the criteria you specify.

Field

Description

Field

Choose a field from an alphabetical list of fields available for the Object (including lookup fields). For example, if you want to filter the agreement records where Agreement Name contains "MSA", select Agreement Name from this drop-down list.

Operator

Choose an operator based on the data type for the field you selected. In the example above, you would choose "contains."


Datatype	Operator
Account lookup	equal to; not equal to
Date, Number, Currency	equal to; not equal to; greater than; less than; greater than or equal to; less than or equal to
Text	starts with; equal to; not equal to; contains; does not contain

Value

Enter the value to be met for the condition expression. In the example above, you would enter "MSA."

Click Add Filter to create additional expressions to add to the Filter set. Click to remove an expression.

Choose an option from Filter for to define the logic used in the Filter set.


Filter for	Filter logic used
All	AND
Any	OR
Advanced	Advanced expression which can use either logic

By default, all Filter Sets use AND logic. Choose advanced if you want to apply more than one type of logic to your filter. For example, if you have 3 Filter Sets and but you want to make only 1 of the first 2 required, you would manually change the expression to "(1 or 2) AND 3."

When you are finished configuring the Filter Set, click Save to save your report.
The application refreshes to display the Agreement Explorer tab.

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