Create a software entitlement report with related contract detail

Julie M
Tera Contributor

I would like to create a report that has software entitlement data along with the related contract data. Can this be done? If yes, what are the steps to create such report?   

1 REPLY 1

dreinhardt
Tera Sage

Hi @Julie M,

 

you could use the following ootb table as baseline for your report - Asset Covered [clm_m2m_contract_asset]

 

Lists the assets covered by a contract. An asset can be covered by multiple contracts and a contract can have multiple assets.

 

Based on this it’s possible to add additional tables to the report (e.g, Entitlement & Coktract) to get other details per object.)

 

With the help is „Related List Conditions“ and dot.walking for the columns you should be able to get all the details you want into your report.

 

Best, Dennis

Should my response prove helpful, please consider marking it as the Accepted Solution/Helpful to assist closing this thread.