User Guide › Dashboard › Dashboard Elements › Filtering › Contract Filter

Contract Filter

By default, clicking on the Contract category displays a list of all defined contracts in CA Business Service Insight. To shorten the list, a filter is provided.

To use the contract filter:

1. Click next to the Contract category. The Contract Filter window opens.
2. In Contract Name, select a search option, by Name or by Description, and enter the search criteria.
3. In Contract derived from, select Contract Template or Service Definition to filter the search to only one of these sources. This option displays contract derivatives of a parent entity.
4. Click OK. The Catalog opens showing the results for the Contract category.

Note: You can also select a letter from the alphabet list to display a list of contracts that begin with that letter.

The Dashboard provides an advanced filtering mechanism for additional refining of the results.

To add advanced filtering options:

1. Repeat steps 2 to 3 from above.
2. Click . The advanced Contract Filter window opens.
3. In Search For, enter a contract name and then select whether to search by Contract Receiver, Contract Provider, Service or Domain Category.
4. In Effective Between, enter the start and end dates to search for contracts that are effective between the specified dates. An empty start field starts the search at the earliest date stored in the system. An empty end field searches until the end of the latest date stored in the system.
5. In Type, select the contract type from the list.
6. Click OK. The Catalog opens showing the results for the Contract category.

   Note: You can also select a letter from the alphabet list to display a list of contracts that begin with that letter.