Field Data Report

Download Data allows you to pull an excel report showing any information that has been entered into fields for the selected agreements. The selected agreements do not need to contain the same fields; when preparing the report Agreement Express will simply group similar agreements and add new headers when needed. These headers will show the field names so it is recommended you give each field a meaningful name. Standard information will also be added including:

Parent GUID (If part of a Document Package)

Template GUID (If created from a template)

Agreement GUID

Company ID

Agreement Status

File Name

Date Created

Date Last Accessed

To Run the Report

Select the agreement(s) and click on the Download Data icon, at the bottom of the page. Click the Download button once the report is ready.

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