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Data audit reports

These data audit global report templates generate reports for Contracts and Equipment Contracts.

Data Audit Report - Contract General Information

Displays general contract information for all contracts. Data includes Contract Name, Contract Number, Contract Group, Contract Type, Contract Category, Contract Status, Contract Use, Location, Facility, Agreement Type, Holding Interest, Asset Class, Option, Description. Some data fields are hyperlinked, allowing you to open the contract, location, or facility directly from the report

  • Report Type: Entity

  • Default View Type: Spreadsheet report

  • Runtime Filters: None

Data Audit Report - Contract - Covenant Information

Displays covenant information sorted per contract. Data includes Contract Name, Contract Number, Covenant Group, Covenant Type, Covenant Category, Covenant Status, Covenant Date, Amendment, Covenant Notes (this is the field where your covenant language is stored), Standard Language Flag, Standard Language Version, Financial Amount, Area, Covenant Exists flag, Page Number, Paragraph Number, Section Number, Line Number.

  • Report Type: Entity

  • Default View Type: Spreadsheet report

  • Runtime Filters: None

Data Audit Report - Contract - Critical Dates

Displays critical date information sorted per contract. Data includes Contract Name, Contract Number, Commencement Date, Expire Date, Term Length, Occupancy Date, Possession End Date, Effective Date, Execute Date, Expected End Date, Month to Month? flag, Payments Begin Date, Payments End Date.

  • Report Type: Entity

  • Default View Type: Spreadsheet report

  • Runtime Filters: None

Data Audit Report - Contract - Insurance

Displays all insurance information fields for all contracts. Data includes Contract Name, Contract Number, Insurance Group, Insurance Type, Insurance Category, Certificate Required? flag, Landlord Also Named Insured? flag, Agent Also Named Insured? flag, Policy Number, Begin / End Date, Policy Required? flag, Certificate Request Date, Certificate Received Date, Single Occurrence Amount, Coverage Amount, Notes.

  • Report Type: Entity

  • Default View Type: Spreadsheet report

  • Runtime Filters: None

Data Audit Report - Contract - Key Dates

Shows all key date data for all contracts. Data includes Contract Number, Contract Name, Key Date Group, Key Date Type, Key Date Action, Description, Begin / End Date, Length, Notice Period, Notice Begin / End Date, Tickler Date, Notes, Notice Received? flag, Notice Sent? flag.

  • Report Type: Entity

  • Default View Type: Spreadsheet report

  • Runtime Filters: None

Data Audit Report - Contract - Responsibility

Displays all responsibility clauses for all contracts. Data includes Contract Number, Contract Name, Responsibility Group, Responsibility Type, Execution Responsibility, Financial Person, Notes.

  • Report Type: Entity

  • Default View Type: Spreadsheet report

  • Runtime Filters: None

Data Audit Report - Contract - Security Deposit

Displays all security deposit information for all contracts. Data includes Contract Name, Contract Number, Security Deposit Group, Security Deposit Type, Begin / End Date, Deposit Amount, Deposit Currency Type, Required? flag, Guarantee Type, Account Number, Amendment, Covenant, Interest Bearing? flag, Interest Rate, Notes, Party, Separate Account? flag, Return Deposit Currency.

  • Report Type: Entity

  • Default View Type: Spreadsheet report

  • Runtime Filters: None