Exporting contract data allows users to download a list of contracts in CSV format for further analysis or reporting. Only users with the appropriate permissions can export contract data.
When to Use This Feature
When generating reports on contract records.
When analyzing contract data outside the platform.
When sharing contract information with other teams or stakeholders.
Step-by-Step Guide
1. Navigate to the Contract Management Page
Open the Contract Management section from the main menu.
2. Click on Contract Management
Select Contract Management to access the main contract management module.
3. Click the Export Button
Locate and click the grey Export button above the Contract Management table.
The contract list will be exported in CSV format and automatically downloaded to your device.
Requesting Access to Export Contracts
If you are unable to export contracts, you may not have the necessary permissions.
Contact your System Administrator or Superuser to request access.
If access is granted, retry the steps above to complete the export.
Key Considerations & Best Practices
✅ Ensure You Have Export Permissions – Only authorized users can export contract data.
✅ Use CSV for Data Analysis – The exported CSV file can be opened in Excel or other data analysis tools.
✅ Keep Contract Data Secure – Ensure exported data is handled according to your organization's security policies.
✅ Request Access if Needed – If you cannot export contracts, contact your System Administrator.
Additional Resources
📌 Related User Guides:
Filtering and Sorting Tables – Learn how to refine the contract list before exporting.
If you need further assistance, please contact your internal platform administrator for support. Otherwise please reach out to oboloo's support team. If you are unable to view the above area in the oboloo platform, please check your user permissions and access rights.