Contract Expiry Report
Contracts Software - Expiry Report
Contract Expiry Reports
A common Report that users need is a Report of when Contracts are about to expire.
Using the Customization built in to Amphis Customer and the Custom Reports facility it is possible to store Contract Information including Start and End Dates and it is possible to generate Reports showing when Contracts are about to expire or any other information about the Contracts.
Here is an example of some Contract Details you could store in the Custom Fields of a Customer Record. This is part of the Custom Tab on the Customer Details form.
This can be easily set up using these Customization Settings. Just click the Customize button on the Custom tab to set this up.
Contract Expiry Custom Report
Now a Custom Report can be eaily created (from Reports->Custom Report Builder) to show Customers whose Contract is about to Expire, say in the next 30 days.
(see Custom Reports for more information on creating Custom Reports)
When created, this Custom Report will be available to run any time from My Custom Reports at the bottom of the Reports menu.
This is the SQL statement used to create this report. You can copy and paste this into the Custom Report Builder.
SELECT companyname, lastname, firstname, text11 as [Start Date], text12 as [End Date], text13 as [Type]
FROM customer c, custom cu
where c.customerid = cu.customerid
and cdate(text12) < now+30
Other Custom Reports
There are also over 100 other example reports you can copy from the Custom Reports sections of the Amphis Software Forum - see Custom Reports
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