How to Export Contract Data

This article explains how to export your contract records from the Contract Register. Exporting allows you to download contract data for reporting, analysis, or record-keeping purposes.

Before You Begin

Make sure you have:

• Access to the Contract Manager module on your account

Step 1 – Navigate to the Contract Register

1. From the main menu, go to Contract Manager and select Contract Register.
2. You will see a list of all your contract records.

Step 2 – Select Contracts to Export

1. Use the search bar and filters to narrow down the contracts you wish to export, if needed.
2. Select the contracts you want to include by ticking the checkboxes, or click export to pull all visible contracts.

Step 3 – Export the Data

1. Click the Export button.
2. Choose your preferred export format (e.g. CSV, Excel, XML or PDF).
3. The file will be downloaded to your computer.

What Is Included in the Export?

The export will typically include the following contract information:

• Contract name and reference number
• Start and end dates
• Contract value
• Supplier details
• Contract status
• Custom field values (if configured)

Need Help?

If you experience any issues, please contact our helpdesk.