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Contract Manager

REPORT CONTRACTS

To report your contracts, select "Report => Report contracts" from the menu.

Then the "Evaluation" window opens with the active contracts. On the left side you can filter the evaluation by different categories. At the bottom right, the sum of all contributions per month, quarter, half-year or year is displayed.

Functions Toolbar menu and in the Touch Bar (if your Mac has a Touch Bar).

Save report as CSV file

Save report as Excel® XLSX file

Copy report to the clipboard

Print report

Graphical overview of the contracts

Existing categories in the structure tree

Active contracts

Revenue

Expenses

Categories

Contractors

People

Functions in the context menu of the structure tree

Print report

The report can also be printed and saved as a PDF or HTML file. Various parameters can be set for the report. For details, refer to chapter "Printing".

Copy report to clipboard

If you want to process the report in an external program (Excel ®, Numbers ®, LibreOffice or similar application), so you can quickly copy all the data of the report to the clipboard and paste it in the application of your choice. The columns and rows are of course taken.

Example: Microsoft Excel®

Save report as CSV file

If you want to save the report as a CSV file, you can set various parameters even for the CSV file:

End of line

Field separator

You can choose which field should be exported. You can move the existing fields from left to right via «Drag and drop». With "Export all fields" all fields can be acquired at once to export. As well, all of the export fields deleted with a click on "Remove all fields".

To export of the complete data, you can use the export function from the menu. Further details, see the chapter "Export as CSV file".

Save report as Excel® XLSX file

If you want to save the evaluation as Excel® XLSX file, click on this icon.