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Customer Forum

How to Report on the status of a Contract

Workbooks Support Posted: 2013-05-03 09:52

We were recently asked how to produce a report which shows all Contracts and whether they are 'Active' or 'Inactive'. Please see below how to create this report:

  • Create a new blank report, based on Contracts. Add in a column for the Object Reference, plus any other columns regarding the Contract that may be of interest.
  • Add a calculated column, called 'Contract Status', that uses the following formula:
    • IF((CURDATE() >=  start_date) AND (CURDATE() <= end_date) AND ( status = 'POSTED' ), 'Active', 'Inactive')

In non-reporting language, the formula says If the current date is on or after the start date of the Contract and the current date is on or before the end date of the Contract and the Status is Posted, mark the Contract as Active, otherwise Inactive.

You should end up with a report which looks something like the one below (click to enlarge).

As you can see, you can view a list on Contracts and see whether they are Active or Inactive.