How to get a list of the Contract names that are due in a certain time

Pamela Wagner

I have a list of contracts and am working to set up simple metrics such as how many are coming due in 30, 60, 90 days. But that will just give me the count, how would I get a return to see just which contracts are coming due so they are easy to find on the master sheet? I am open to various options as I'm not sure how this would actually look. My goal is to have a dashboard where I can see the number of each in the buckets above but also see (or click into a report) that shows which contracts they are and who owns them.

Andrée Starå

Hi Pamela,

I’d recommend creating a filter or a report.

Which one do you prefer?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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Pamela Wagner

Hi Andree! I would prefer a report so that I can link to it in a dashboard.

Pamela Wagner

I think I resolved this one if I can get a formula to work. It would be a simple matter of using a checkbox if it meets the criteria based on date and then I can run a report on if the box is checked within that column.

Andrée Starå

Excellent!

Glad you got it working!

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