Contract Module Documentation – REPORTING

Step 1: https://support.swinerton.com/helpdesk/tickets

Step 2: Click on “Assets” icon from the navigation bar located on left side of screen then click on “Contracts”

Quick Tip: Short cut to create new contract.

Click on the plus symbol located up right side of screen.

Step 3: Set “Filter” options located on right side of screen. Choose the options by clicking on the drop down arrows or clicking in the box for each field

Step 4: Once options have been selected click on “Export”

You will then receive the following box:

NOTE: Do not click on “Add New” this will open a new contract. If this is clicked by mistake, simply click on “Cancel”

Step 5: Click on email “Export of Contracts for support.swinerton.com” then click on “here” within the body of email. Spreadsheet will download and open

Step 6: The report will contain data with the options selected in “Step 3”. The report will also contain every field in the contracts module. At this time these fields cannot be deselected through the reporting tool.

Report completed