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Using Agreement by Accounts Reports

When you use the Agreement Hierarchy by Accounts type to run an Agreement Explorer report, you are returning a list of agreement records that are organized into hierarchies by associated Account record.



The above image represents a default Agreement Hierarchy by Account(s) report run from the Agreement Explorer tab. In this case, the report returns a filtered list of hierarchies for more than one account record (selected at the time the report was run). If you run an Agreement Hierarchy by Account(s) report from an agreement or account record it will always return a list of hierarchies associated with a single account.

You execute an Agreement Hierarchy by Account(s) report in one of the following ways:

  • from the Agreement Explorer tab:
    • the administrator-defined default report for Agreement Hierarchy by Account(s)
    • a public Agreement Hierarchy by Account(s) report created by yourself or another user
    • a private Agreement Hierarchy by Account(s) report created by yourself
  • by clicking View Agreement Hierarchy for Account from an agreement record (default settings).
  • by clicking View Agreement Hierarchy for Account from an account record (default settings).
  • by editing Search Settings from an existing report.