Contracts Reporting Overview

This contracts reporting overview will help you better understand how to manage your contracts portfolio holistically in CalUsource.

You've Loaded Your Contract...Now What?

Once you have loaded a contract in CalUsource, you are able to run various reports related to the content of the contract (e.g. expiry management, appendices, policy components, etc.).

The reporting functionality in CalUsource is a powerful resource for you and leadership teams to leverage. It offers a deeper level of insight on your campus’s total contract portfolio and helps you navigate how to manage your pipeline more effectively, when you should go out to RFP, and what contracts are nearing expiry.

Where To Go To Get Started?

The Insights module in CalUsource is where all reporting, including contracts, is housed. You can review our Accessing the Insights Module How-To Article to help you get started.

What's Available?

In CalUsource, you have the ability to do the following with reports:

• Create your own reports
• Modify existing reports
• Leverage reporting filters
• Share reports with others
• Subscribe to reports
• Create dashboards (contact CalUsupport at [e-mail] for setup assistance)