CONTRACT Butler – Reports & Dashboards

Contract Butler includes a collection of Salesforce reports and dashboards that provide visibility into contracts, templates, obligations, and related activities. These reports help administrators and business users monitor contract activity, track obligations, and analyze contract performance across the organization.

Accessing Reports #

To view existing reports or create new ones:

1. Open the App Launcher.
2. Search for Reports.
3. Select Reports.

All Contract Butler reports are stored in the Public Reports folder.

Reports have the following settings:

1. All Contracts and Templates (report Contract Instances by record types)
   Outline: Group Rows – Record type
   Filter:
   Show me – All Contract Instances
   Created Date – All Time
2. All Contract Instances by Month (report Contract Instances by Month)
   Outline: Group Rows – Created Date. Created Date column in dropdown select Group date By…- Calendar Month
   Filter:
   Show me – All Contract Instances
   Created Date – All Time
   Add Filter – Record Type equals Contract
3. All Contract Instances by status (report Contract Instances by status)
   Outline: Group Rows – Status
   Filter:
   Show me -All Contract Instances
   Created Date – All Time
   Add Filter – Record Type equals Contract
4. Contracts and Templates by User (report Contract Instances by record type / User)
   Outline: Group Rows – Record type
   Filter:
   Show me – My Contract Instances
   Created Date – All Time
5. Contract Instances by Month by User (report Contract Instances by Month / User)
   Outline: Group Rows – Created Date. Created Date column in dropdown select Group date By…- Calendar Month
   Filter:
   Show me – My Contract Instances
   Created Date – All Time
   Add Filter – Record Type equals Contract
6. All Obligations by User Contracts (report All Obligations by User Contracts)
   Outline: Group Rows – Contract Instance Name.
   Filter:
   Show me – All Contract Obligations
   Created Date – All Time
   Add Filter – Contract Instance: Owner: Full Name equals $User
7. Obligations Assigned to User (report Obligations Assign to User)
   Outline: Group Rows – Contract Instance Name.
   Filter:
   Show me – All Contract Obligations
   Created Date – All Time
   Add Filter – Assigned To: Full Name equals $User
8. Open Tasks by Obligations Assigned to User (report Open Tasks by Obligations Assign to User)
   Outline: Group Rows – Contract Instance
   Filter:
   Show me – All activities
   Created Date – All Time
   Show – Open Activities, Tasks
   Add Filter – Assigned equals $User

Dashboards #

Contract Butler includes a dashboard named Negotiation Butler, available from the Dashboards tab.

The dashboard provides an overview of contract activity by displaying data from the standard reports included with Contract Butler.

The dashboard includes the following components:

• All Contracts and Templates in the org.
• All Contract Instances grouped by month.
• All Contract Instances grouped by status.
• Contracts and Templates created by the dashboard viewer.
• Contract Instances created by the dashboard viewer and grouped by month.
• All Obligations related to the dashboard viewer’s contract instances.
• Obligations assigned to the dashboard viewer.
• Open tasks related to obligations assigned to the dashboard viewer.
• These dashboard components allow users to quickly monitor contract activity, outstanding obligations, and overall contract progress.

To allow other users to access the dashboard, the dashboard folder must be shared.

Share a Dashboard Folder #

1. Open the App Launcher.
2. Search for Dashboards.
3. Open the Dashboards tab.
4. Locate the folder that contains the dashboard (for example, Created by Me).
5. Click the More Actions (▼) menu next to the folder.
6. Select Share.
7. In the Share Folder window, select the appropriate Share With option:
   • User
   • Role
   • Role and Subordinates
   • Public Group
8. In the Names field, search for and select the user, role, or group you want to grant access to.
9. Choose the appropriate Access Level (Viewer, Editor, or Manager).
10. Click Share.
11. Verify that the new entry appears under Who Can Access.
12. Click Done.

Users with whom the folder has been shared will now be able to access the reports and dashboards contained within it.