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Report Sharing: Contracts Conversion Reconciliation Report

Received Response
edited Sep 28, 2020 1:16PM in Reporting & Analytics for Sales 1 comment


A Custom BIP Report for Contracts Conversion Reconciliation / Audit Purpose


Business Use Case:

While importing Enterprise contracts especially multiple iterations or reprocessing, there is no such a reconciliation or audit report.
This custom Report will list all the imported contracts, contract parties, and contract party contacts for reconciliation/audit purposes.
This report can be easily modified further, adding/removing columns and/or other required contract details.

How to deploy:

Step1: Required Paths:

1. /Shared Folders/Custom/Enterprise Contracts/Data Models
2. /Shared Folders/Custom/Enterprise Contracts/

It is important that the above folder path should exist, If not then create the folder structures using XMLPSERVER.


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