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How to get the reports of a contract

Release Time
05/30/2018
Views
856 times
Category
Service Desk
Tags

Introduction:

In Service desk, a new feature has been added to get the "Detailed Report" of a contract. 
This report gives all details about the contract including the billing period, unused hours and billing charges, which we can download and maintain records for future use. 
There are two kinds of the report- Basic Report and Detailed Report. A report gives the basic information about a contract, whereas a detailed report gives detailed information depending upon the billing period. 
In this wiki, we are going to explain how to get the basic report and the detailed report of the contracts. With this, an admin can keep track of all the usages and details of the contract.

Step [1]: In ITarian portal, go to "Applications" --> "Service Desk".

Step [2]: In Service Desk page go to Admin Panel, this page will direct you to Service Desk admin panel page and then go to "Reports".

Step [3]: Clicking on "Reports", It will display a drop-down list choose "Contracts" from it.


Note:To get information about the detailed report, go to Step[9]

Basic Report:

Step [4]: Fill the fields "Period from" and "To" for which you want to get the report.

Step [5]: For the field "Period From", click the calendar icon and select the appropriate date.

For example: select date 01/09/2017 from the calendar.


Step [6]: Likewise, select the appropriate date for the field "Period To".

Step [7]: For the field "Contract", click the "Select Contract" from drop-down list which displays all the contract's name. Select the contract for which you want to get the report.

For example: select the contract "Spring Contract" and click "Go!". This will display the report of Spring Contract for the selected time period.

Note: If you want to get report the for all contracts within a particular period, select the Period From and To and click "Go!".


Step [8]: The Report for "Spring Contract" displays the basic information about the contract.


Detailed Report:

Step [9]: For a detailed report, select the checkbox "Get detailed report" and click "Go!".

Note:

  • You can get the detailed report only for one contract.
  • Only after selecting the contract, the "Get detailed report" checkbox will be enabled.
  • No need to select the time period, the detailed report displays information about the whole contract period


Step [10]: The Detailed Report for the above contract "Spring Contract" displays detailed information about the contract depending upon the billing period.

For example, if the Billing Period is set "Weekly", the detailed report is displayed for every week, including the hours unused, billing cost and billable time.

Step [11]: Click "Export to csv" option to download the report in CSV format.


Step [12]: The downloaded csv file is as follows.


Step [13]: Likewise, Click "Export to pdf" option to download the report in PDF format.


Step [14]: The downloaded pdf file is as follows.