Run and Download the Contract Owner Assignment Report

The Contract Owner Assignment Report is used to review current contract owner assignments. Once you run and download this report, you can modify contract owner assignments in bulk and upload the modified assignments to CCXpert. This means you can add, edit, or remove contract assignments in bulk, speeding up your workflow.

To run and download the Contract Owner Assignment Report:

  1. Navigate to Configuration > Contract Owners.

  2. Select the Assign Contract Owner tab.

  3. Select search criteria to filter through the contract owner assignments if necessary. Refer to the Field Descriptions section in the Assign Contract Owner topic for more information on each field.

  4. Select Download. The Contract Owner Assignment Report is downloaded to your workstation.

Next Steps

Once you have downloaded the Contract Owner Assignment Report, you can use the report to modify and reupload the contract owner assignments. For more information, refer to the following topic: