Last updated: 2023-04-06

Source: https://support.freshservice.com/support/solutions/articles/50000003654-overview-of-curated-contract-reports-in-freshservice

A critical aspect of staying on top of IT costs involves tracking contracts and their metrics. With Freshservice’s contract reports, you can now get a bird’s eyes view of all your contacts to manage:

  • Contract values
  • Contract expiry timelines
  • Contract approvals
  • Associated software, products, and vendors

    • And much more!

    Curated Contract Report

    Freshservice offers an out-of-the-box contract report for you to stay on top of your contracts and their metrics. To access this report:

  • Navigate to the Analytics Module.

  • Filter and view the Curated Reports. Open the Contracts Overview report.

  • The following widgets are available in the curated report:
    • Reports NameDescription
    Active ContractsTotal number of Active Contracts grouped by type of contract
    Contract Expiry TimelineTotal Contracts grouped by month when expiring
    Contracts by StatusTotal number of Contracts grouped by the status of the Contract
    Contracts by VendorTotal Active Contracts grouped by Vendor
    Contracts Expiring in 90 days By TypeTotal number of Contracts with Expiry date in the next 90 days
    Contracts Expiring in 90 days By VendorTotal number of Contracts with Expiry date in the next 90 days grouped by Vendor Name
    Contracts Pending ApprovalTotal Contracts Pending Approvals
    Contracts Pending Approval by ApproverTotal Contracts Pending Approval grouped by the Approver
    Total Contract ValueTotal cost of all Active Contracts grouped by type of contract
    Total Contract Value this yearTotal cost of all Active Contracts created this year

    Coming soon: Reporting on custom fields