Reports – Custom Contractor

GO TO Reports on the side menu.

SELECT Contractor Custom Reports it will open a screen with a range of search filters.

Enter all the criteria fields.

  1. Click N/A for the criteria you do not want in the report (IE Industry Type)
  2. To be very specific in your data you can choose multiple Expiry Statuses and also choose specific documents to report on in the Type drop down.
  3. Click Proceed and the report will display below the search field.

EXPORT REPORT DATA:

You can export the data in the report to Excel, CSV, RTF, HTML, PDF etc