COBBLESTONE SOFTWARE

Contract Insight — User Guide

1. Field Selection

11. End Users: Ad-Hoc Reports/Searches › Ad-Hoc Report Wizard: Legacy Reports › 1. Field Selection

Note: Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

1. Overview

The Fields section of the full report designer lists every available field from the chosen primary table on the left; clicking one adds it to the Report fields list on the right, which becomes the report's output columns in the order they're added, reorderable by drag.

2. Key Elements

• Insights → Reports → Add report → Fields: "Choose a primary table on the Tables step first — the fields you can report on come from it."
• Available fields shows a running count, e.g. "0 of 0" before a table is chosen
• Report fields lists what's "chosen · drag to reorder," defining the report's column order