Contract Report

Summary

The Contract Report screen creates a report summarizing the statuses of clauses for one or more periods in a contract.

Report Settings

To run the report, the user just needs to select an existing contract and one or more periods in that contract.

Report Structure

The Contract Report output has 5 main sections:

Summary

The Summary section summarizes the name, dates, and period-type selection of the contract.

Clauses

The Clauses section summarizes the clauses defined in the contract.

This is a direct recap from the contract definition, to improve the the report's readability. There is no calculated data in this section.

Report

The Report section shows the actual calculated data of the report.

Clauses repeat for each period and each period/clause combination is displayed as a row in this report.

The "Limit/Goal" column displays the limit or goal which was set for that column. Based on the clause type, the data in this column might show issue counts, service hours, or success rate.

The "Actual" column displays the actual data for that clause, gathered from Jira issues. For "Number of Tickets" clauses, this is the number of tickets created in that period that matches the clause JQL. For "Total Service Hours" clauses, this is the total work logged onto issues created in that period that matches the clause JQL. For "SLA Success Rate" clauses, this is the number of issues with successful SLAs divided by the number of tickets created in that period that matches the clause JQL.

The "Status" column displays the status of the clause for that period by comparing the Limit/Goal and the Actual columns. Usages equal to or below the limit or SLA success rates that are over the target are displayed in green. Usages over the limit or SLA success rates that are below the target are displayed in red. Clauses for future periods are not calculated and are shown in gray.

Amends

The Amends section shows whether the related clause has any adjustments or corrections applied to its defined limits or calculations.

If amends are defined for that period/clause, you will see a + icon next to the value in the Actual column. Clicking on that icon will expand the row and show details about the amends defined for that row.

Report Totals

The Report Totals section provides an overall summary for all periods included in the report.
It displays the cumulative results of each clause type, including total limits, actual values, and status evaluations.

Export Options

The Contract Report provides multiple export options to allow users to download the report data in different formats.
Select the Export button at the top-right corner of the report to open the format list.

Available Export Formats