We are migrating from our old Procuri system to the new Contract Mgmt. system. In Procuri you could essentially print out the "Deal Report" that would provide a nice summary as to who has approved what, when, where, etc. Unfortunately, I can't say that we have completely done away with the "sneaker net" here so it's necessary to have a cover sheet of sorts that can be printed with the contract and gives the signer all the details they need without having to dig through the entire contract.
So, my question is....
Is there a way to create some sort of dynamic report or something that can pull some summary information (ie tasks, approvers, dates approved, contract description) on the fly? We have done the training, but it was very light in the reporting area so any assistance would be greatly appreciated.
Thanks,
Sean