Help Center

| Submit or View Help Requests | Developer Docs |
|

View desktop instructions
View mobile app instructions
Recent & Upcoming Contracts Report

The Recent & Upcoming Contracts Report is where you can view contracts that have expired in the past 30 days or are set to expire in the next 30 days, as well as any pending contracts that are set to begin in the next 30 days.

Find the report

  1. From the left navigation menu, select Reports → More Reports.

  2. In the Name search bar, enter "Recent and Upcoming Contracts," then select [Search].

  3. In the search results, select Recent and Upcoming Contracts.

  4. From here, you can view the 2 sections of the report.

    • For more information on the Contract Expirations section of the report, see the Contract Expirations reference section below.

    • For more information on the Upcoming Contracts section of the report, see the Upcoming Contract reference section below.

    • Optionally, use the Campaign and Partner filters to refine your report results.

You can schedule and save this report by using the buttons in the top-right corner of your screen when viewing the report.

Contract Expirations reference

This section of the report contains information on contracts between you and partners that have recently expired or are set to expire soon. View the table below for more information on each report column header in this section of the report.

Contracts found here do not necessarily that your business relationship with a partner will end; if you are changing the contract that a partner signed to, the original contract will end (and appear here) before the new one begins (and will appear in the next section of the report).

Table Column

Description

Campaign

View for which program (formerly campaign) this contract expired.

Partner

See the partner(s) that have left, and are set to leave, your program(s).

Contract

Review the name of the Template Terms that governed your contract with that partner for that row.

Contract Start Date

View when that contract that governed your business relationship with a partner began.

Contract End Date

See when the contract that governed your business relationship with a partner ended or is set to end.

Expired?

See if the contract that governed your business relationship with a partner has already ended or not. if No appears here, it will change to a Yes on the date and time found in the Contract End Date column.

Upcoming Contracts reference

This section of the report contains information on the contracts between you and partners that are set to begin soon. View the table below for more information on each report column header in this section of the report.

Table Column

Description

Campaign

View for which program (formerly campaign) this contract will exist.

Partner

See the partner(s) that are set to join your program(s).

Contract Type

View whether this contract is New or Updated.

Contract

Review the name of the Template Terms that will govern your contract with that partner for that row.

Contract Start Date

View when the contract that will govern your business relationship with a partner is set to begin.

Contract End Date

View when the contract that will govern your business relationship with a partner is set to end. If empty, no expiration date is established for this contract at this point.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.