How To Navigate Reports (Forward-look, Review, Expiry)

This guide explains how to navigate the pre-set reports, such as forward-look, review, and expiry reports, within the Accord system.

Written By Kelly Szabo

Last updated About 16 hours ago

  1. Locate Reports: Click on the "reports" option located on the left-hand side of the dashboard.

  2. View Pre-set List: A list of all available pre-set reports will open, including categories like Review Dates, Expiry Dates, and Forward Look.

  3. Select a Report: To view a specific report, click the "view" button next to the desired report name.

  4. Filter or Export: Once the report is open, you can filter results based on specific criteria or contract fields and click "Search". Alternatively, you can use the "export to Excel" button to export the report as it is.

  5. View Specific Details: From within the report, you can view the specific contract or its associated supplier by clicking the options provided on the right-hand side of the results.

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