Contract Details

The contract details report will aid in identifying the details of a contract within a department, and the associated status of that contract. This report can be run to view a specific contract or to view all contracts within a department. If you have any questions about a contract, contact the Office of General Counsel.

This guide will cover:

• Navigating to the Transactional Reporting Table of Contents

• Locating the report on the Table of Contents

• Narrowing down the report with the prompts

• Running and interpreting the report

 

Information

The contract details report will aid in identifying the details of a contract within a department, and the associated status of that contract. This report can be run to view a specific contract or to view all contracts within a department. If you have any questions about a contract, contact the Office of General Counsel.

• The Contracts Business Process Guide (BPG) provides an overview of the entire process of creating and managing legally binding contracts at the University of Wyoming.
• For more Information on how create, search, and amending contract please visit the Contract QRGs

 

Step One

Navigating to the Reporting Table of Contents

• Navigate to WyoCloud and click on the Reporting Table of Contents tile.

Step Two

Locating the Report on the Table of Contents

• Under the "Other Financial Reports" heading on the Table of Contents, click on Contract Details.

Step Three

Narrowing down the Contract Details report with Prompts

• You may use any of the following prompts on the left side of the screen to narrow the report to show data that is relevant to your needs.

Note: in most cases, you can leave a prompt blank or leave the default in any prompts.

• Signed Date From – The start date on the contract

• Signed Date To – The end date on the contract

• Contract Number – The number associated with the contract

• Supplier Selection - The process used in securing the supplier such as documented quotes, sole source justification or a request for proposal

• Department – UW Academic or non-Academic department the contract is associated with

• After selecting desired prompts, click Apply.

 

Step Four

Running and Interpreting the Report

• When the report finishes loading, the data will display to the right of the prompts.

  • To export the report to excel, click on the gear icon in the upper right corner. Click Export and then Excel.

• Below is a list of each column and a description of its input:

  Field	Description
  Contract Number	The number of the contract assigned during the creation of the contract. The report hyperlinks the contract number and clicking on them will take you to the contract in WyoCloud
  Contract Name	The title that is used to identify the contract
  Contract Status	This identifies the current status of a contract such as: Expired – the end date entered for the contract entry has passed Active – the contract process is complete Sent for Signature – the contract has been sent to the UW signer for signature Pending Signature – the contract has been approved and general counsel is in the process of sending it to the UW signer for signature Pending Approval – the contract is still in approvals (to see who the contract is pending approval with, look up the contract through the contract module and review the History tab. Within the History tab, review the list under the Approval History header.) Draft – the contract is in draft stage and submission still needs to be completed. If a contract is rejected by an approver, the contract will go back into draft status as well. The contract owner will need to address the issues and resubmit. Under Amendment – An amendment to the contract entry has been created Canceled – the contract has been canceled Closed – the contract has been completely closed out
  Contract Start Date	Start date on the contract
  Contract End Date	End date on the contract
  Requester
  Buyer
  Contract Supplier Selection	The process used in securing the supplier such as documented quotes, sole source justification or a request for proposal
  Department	UW academic or non-academic department the contract is associated with
  Agreed Amount	An agreed Amount quoted in the contract