Find, filter, sort and export contracts

Steps

1. 1

   Search by name

   Scroll down to the Contracts list. In the search box, type part of a party name, a contract title or a file name. Here we type Zafaran. The list narrows to the contracts with that supplier, and the number beside the Contracts heading follows.

   • Type Search party name, title, filename...: Zafaran
2. 2

   Clear the search and filter by status

   Select Clear to empty the search box. Then open the Status filter. It lists the stages of the analysis, from Pending to Complete. Choose Complete to hide anything that is still being read.

   • Select Clear
   • Select Status
   • Choose Complete
3. 3

   Filter by lifecycle

   Open the Lifecycle filter. Lifecycle is where the contract stands in its life: Active, Completed, Cancelled, Expired or Suspended. Choose Active to see only the contracts in force.

   • Select Lifecycle
   • Choose Active
4. 4

   Filter by contract type

   Open the Contract Type filter and choose a type. Here we choose Lease. Only the shop lease remains, because all three filters apply together.

   • Select Contract Type
   • Choose Lease
5. 5

   Clear, then filter by risk

   Select Clear to remove all the filters. Then open the Risk filter and choose High. The list shows the contracts whose risk level is high, which are the ones to read first.

   • Select Clear
   • Select Risk
   • Choose High
6. 6

   Filter by review

   Select Clear again. Open the Needs Review filter. Needs Review lists the contracts that a person still has to look at, shown with an amber Review tag. Reviewed lists the ones already signed off. Choose Needs Review.

   • Select Clear
   • Select Needs Review
   • Choose Needs Review

   

7. 7

   Show only the reviews assigned to you

   Select Assigned to me. The button turns dark, and the list keeps only the contracts whose review has been given to you. Together with Needs Review, this is your review queue. Nothing is waiting for you at the moment, so the list says No contracts match your filters. Lesson 10 assigns reviews.

   • Select Assigned to me
8. 8

   Clear and choose a year

   Select Clear. On the second row, open the list that says All Years and choose FY 2025. The two Effective date boxes fill with the first and last day of that year, and the list keeps the contracts that started in 2025.

   • Select Clear
   • Select Year
   • Choose FY 2025
9. 9

   Filter by expiry date

   Open the year list again and choose All Years. Then use the two Expiry date boxes: enter 1 October 2026 in the first and 31 December 2026 in the second. The list keeps the contracts that end in the last three months of the year.

   • Select Year
   • Choose All Years
   • Type Expiry from: 2026-10-01
   • Type Expiry to: 2026-12-31
10. 10

    Clear and sort the list

    Select Clear to see every contract again. Then select the Risk Score column heading. The list is sorted by score, and a second click reverses the order. Filename, Type, Expiry and Uploaded sort the same way.

    • Select Clear
    • Select Risk Score (column heading)
    • Select Risk Score (column heading)
11. 11

    Export the list

    Select Export CSV at the top right of the list. A spreadsheet file is saved to your computer with one line for each contract on screen: file name, status, risk score, risk level, type and upload date. The export follows the filters, so filter first if you want only part of the list.

    • Select Export CSV