Freshservice Contract Module – REPORTING
Modified on: Wed, Jan 29 2025 1:17 PMBTech |
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| Contract Information |
- Access https://support.swinerton.com/helpdesk/tickets
- Click the Assets icon from the navigation bar located on left side of screen.
- Click Contracts
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Quick Tip: Short cut to create new contract.
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Quick Tip: Short cut to create new contract.
- Click on the plus symbol located up right side of screen.
- Set the 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.
- Choose the options by clicking on the drop down arrows or clicking in the box for each field.
- 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 Cancel.
- You will then receive the following box:
- Click on the email “Export of Contracts for support.swinerton.com”, then click on “here” within the body of email.
- Spreadsheet will download and open.
- The report will contain data with the options selected based on what was selected from the filter.
- The report will also contain every field in the contracts module.
- At this time these fields cannot be deselected through the reporting tool.
- Spreadsheet will download and open.