Standard Contracts report packages

We offer several report packages that contain a variety of prebuilt Contracts reports that you can access through Customization Services or Platform Services, depending on how your company was implemented. You can use these reports as a starting point when creating your own custom Contracts reports.

About the standard Contracts report packages

You can find the following Contracts report packages in the Package Library in Platform Services or Customization Services:

• Contract Forecast Reports
• Contract Management Reports
• Contract Subledger Reports
• Contract Advanced Revenue Reports

Contract Forecast Reports

Use these reports for insight into billing, revenue, and expense schedules. For example, see when you can expect to book or recognize revenue or see how much you can expect to bill each month.

This package contains variations of the same report grouped by contract, item GL Group, or contract line. It also contains ungrouped reports for billing, revenue, and expense schedule entries.

Report name	Filters
CN_Forecast: Expense schedules	As of date, Currency, Journal, Posted/Scheduled, Contract, Customer, Item
CN_Forecast: Schedules by contract	As of date, Currency, Journal, (schedule) Type, Posted/Scheduled, Classification, Contract ID, Customer (Does not include Expense schedules even though Expense is a selectable (schedule) Type)
CN_Forecast: Schedules by (Item) GL group	As of date, Currency, Journal, (schedule) Type, Posted/Scheduled, Classification, Contract ID, Item GL group (Does not include Expense schedules even though Expense is a selectable (schedule) Type)
CN_Forecast: Schedules by line	As of date, Currency, Journal, (schedule) Type, Posted/Scheduled, Classification, Contract ID, Item (Does not include Expense schedules even though Expense is a selectable (schedule)Type)
CN_Schedule entries: Billing	Contract ID, Schedule status, Entry status, From Scheduled date/To Scheduled date, From Actual posting date/To Actual posting date
CN_Schedule entries: Expense	Contract ID, Schedule status, Entry status, From Scheduled date/To Scheduled date, From Actual posting date/To Actual posting date
CN_Schedule entries: Revenue	Contract ID, Schedule status, Entry status, From Scheduled date/To Scheduled date, From Actual posting date/To Actual posting date

Contract Management Reports

This package contains the following four custom reports:

Report name	Description	Filters
CN_Contract Line Detail: GL Mapping	Use this report to verify the unbilled, billed, and paid accounts used for each contract line. Implementers can use this report with contract schedules processing to verify that schedules are processed to the correct accounts. Contracts users can use this report to verify month end data. For example, you can see if there were any manual journal entries associated with a contract dimension.	GL group, Item, Contract
CN_Contract renewal	Use this report to verify the renewal settings for each contract.	From End date/To End date, State, Contract, Customer, Location
CN_Contract schedule state by line	Use this report to view all statuses associated with a contract line (for example, billing schedule status, delivery status, and so on). Includes the contract header status as well.	Contract, State, Delivery status, Billing status, Journal 1 Revenue status, Journal 2 Revenue status,
CN_Unbilled recognized revenue	Use this report to see all revenue that you have already recognized but haven't yet billed. Compare this report to the balance sheet.	From Transaction date/To Transaction date, Journal, Contract, Location

Contract Subledger Reports

Use these reports to reconcile contract data to the GL. For example, compare Contracts subledger data to the General Ledger Trial Balance report. Learn more about reconciling contract data.

This package contains variations of the same report grouped by customer, contract, or item GL group. It also contains an ungrouped report that you can use to export to Excel to slice and dice the data as desired.

Report name	Filters
CN_Contract Subledger	From Transaction date/To Transaction date, Journal, Classification, Posting type, Contract, Location
CN_Contract Subledger: by contract	From Transaction date/To Transaction date, Journal, Classification, Posting type, Contract, Location
CN_Contract Subledger: by customer	From Transaction date/To Transaction date, Journal, Classification, Posting type, Contract, Customer
CN_Contract Subledger: by item GL group	From Transaction date/To Transaction date, Journal, Classification, Posting type, Contract, Item GL group
CN_Contract Subledger: raw data	From Transaction date/To Transaction date, Journal, Classification, Posting type, Contract, Location

Contract Advanced Revenue Reports

The Contract Advanced Revenue Reports package contains one report named CN_Contract MEA Allocation Details. Use this report to gain insight into complete MEA allocation calculation information. Increase your understanding of how your discounts impact allocated revenue, analyze accounting treatments such as carve-in/carve-out values, and more.

Install a Contracts report package

Business users with Administrator privileges can install report packages.

To install a Contracts report package:

1. Do one of the following:
   • If you are subscribed to Customization Services, go to Customization Services > All > Customization tools > Customization packages.
   • If you are subscribed to Platform Services, go to Platform Services > All > Platform tools > Custom packages.
2. Select Package Library in the top-left section of the page.
3. In the Customization Package list, locate Contract Forecast Reports, Contract Management Reports, or Contract Subledger Reports and select Install next to the desired package. The message, "Your package has been successfully installed" appears.

Create your own custom Contracts report

Duplicate a standard report and customize it to suit your business needs. Although you cannot edit the standard Contracts custom reports, you can edit your duplicated versions as desired.

To create your own custom Contracts report:

1. Do one of the following:
   • If you are subscribed to Customization Services, go to Customization Services> Setup > Custom reports.
   • If you are subscribed to Platform Services, go to Platform Services > All > Custom reports.
2. In the Custom Reports list, locate the desired Contracts report and select Duplicate next to it.

   The Custom Report Writer opens.

3. Accept the existing primary data source and select Next.
4. Use the custom report writer wizard to customize your report and then save it with the desired name. See Use Custom Report Writer Wizard—CRWZ for detailed information on how to customize a report.

Delete a Contracts custom report package

You cannot delete the installed standard reports individually and you cannot inactivate them. You can delete the applicable custom report package, and this deletes all of the included standard reports. You can always install a package again to gain access to the reports if necessary.

To delete a custom report package:

1. Do one of the following:
   • If you are subscribed to Customization Services, go to Customization Services > All > Customization tools > Customization packages.
   • If you are subscribed to Platform Services, go to Platform Services > All > Platform tools > Custom packages.
2. Select Del next to the applicable package.
3. In the Delete Package dialog box, select Yes, I want to complete this action and select Delete.
4. In the Delete Customization Package page, select Delete.

   The Customization Packages list appears.