Reports R1, R2, R3, R4, R5 - Search Criteria

Main Search Criteria for all reports are as follows:

1) Start Date and End Date (Contract)

2) Status (Contract)

except for the following reports:

  • R4 - only has start and end date filters

  • R2 - has additional filters: Client and Contract SKU

Example: a "start date" and "end date" range from 1 October 2024 to 15 October 2024

  • Extraction results: Three contracts with the following start date and end date

    1. Contract 1: Start Date = 31 May 2024, End Date = 31 Dec 2024`

      • This contract started before the report's start date (1 Oct 2024), but its end date (31 Dec 2024) is within the report's range.

    2. Contract 2: Start Date = 3 June 2024, End Date = 31 Dec 2024

      • This contract also started before the report's start date (3 June 2024), well before the search period, and its end date (31 Dec 2024) falls within the range.

    3. Contract 3: Start Date = 19 Sept 2024, End Date = 1 Jan 2025

      • This contract starts before the report's range (on 19 Sept 2024) and ends after the range ends (on 1 Jan 2025). Therefore, the contract is also within the entire search period (1 Oct to 15 Oct) and shows up in the results.

What Does This Range of Results Mean?

The contracts in the report show up because they overlap with the date range of interest (1 Oct 2024 to 15 Oct 2024). Here are the interpretations of the results:

  1. Contracts Starting Before the Range: Contracts that begin before the selected date range but end within or after it (e.g., ending after October 15, 2024) will appear in the report. These contracts are categorized under their respective statuses (completed, in progress, or not started).

  2. Contracts Partially or Fully Overlapping the Range: Contracts with start and end dates that overlap with any part of the selected range will also be included. For example, a contract ending on December 31, 2024, will appear in the report even if the date range is only October 1 to October 15, 2024, because its duration overlaps the range.

Highlight: The primary condition for inclusion is any overlap between the contract's duration and the specified date range. If a portion of the contract’s timeline falls within this period, it will be listed in the report.

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