--- title: Dashboard and Reports for TMS Administrators description: The Contracts module provides a way for users to store, review, and manage software application contracts. The information entered into the Contracts is extracted into a Dashboard and canned reports for TMS administrators. --- [Skip to content](https://knowledgebase.veracityvs.com/dashboard-and-reports-for-tms-administrators#main-content) English Show submenu for translations [Customer Portal](https://knowledgebase.veracityvs.com/kb-tickets/new?hsLang=en) ![2025 Veracity Logo-1](https://knowledgebase.veracityvs.com/hs-fs/hubfs/2025%20Veracity%20Logo-1.png?width=230&height=71&name=2025%20Veracity%20Logo-1.png) Open main navigation Close main navigation - English Show submenu for translations - [Customer Portal](https://knowledgebase.veracityvs.com/kb-tickets/new) How can we help you? - There are no suggestions because the search field is empty. 1. [Veracity Knowledge Base](https://knowledgebase.veracityvs.com/?hsLang=en) 2. [Contracts](https://knowledgebase.veracityvs.com/contracts?hsLang=en) 3. [Reports](https://knowledgebase.veracityvs.com/contracts?hsLang=en#reports) # Dashboard and Reports for TMS Administrators ## The Contracts module provides a way for users to store, review, and manage software application contracts. The information entered into the Contracts is extracted into a Dashboard and canned reports for TMS administrators. ### **Dashboard** **![mceclip20](https://knowledgebase.veracityvs.com/hs-fs/hubfs/mceclip20.png?width=662&height=331&name=mceclip20.png)** To access the dashboard, select the **Dashboard icon** on the left nav menu.  ![mceclip21](https://knowledgebase.veracityvs.com/hs-fs/hubfs/mceclip21.png?width=68&height=404&name=mceclip21.png) On the Dashboard, **you will be able to quickly see an overview of important numbers** in your district. These include: 1. **Expiring Contracts:** Contracts that are set to expire within 90 days of the set End date. While you only see the most urgent 3 on the dashboard, a full list is calculated 2. **Total Products with Spend:** When a product is associated with a contract, it is considered a "Product with Spend". This number calculates the total number of unique products associated with all active contracts 3. **Products with Most Spend:** List of products with the most spend associated to them in the active contracts. You will see the top five (5) products on the dashboard 4. **Total Contract Spend by Location:** Every contract is assigned a designated location to associate the contract with. The number displaying the total is calculated per location using the currently active contracts total costs. You will see an overall total and the top three (3) schools with most spend   ### **Reports** ![mceclip23](https://knowledgebase.veracityvs.com/hs-fs/hubfs/mceclip23.png?width=72&height=425&name=mceclip23.png) To access reports, select the **Reports icon** on the left nav menu.                     ![Screenshot 2026-03-03 144417](https://knowledgebase.veracityvs.com/hs-fs/hubfs/Interface%20Screenshots/Reports/Screenshot%202026-03-03%20144417.png?width=670&height=358&name=Screenshot%202026-03-03%20144417.png) You will have access to various canned reports:  1. **Expiring Contracts:** Full list of products that will expire within 90 days of the current date 2. **Products with Most Spend:** Full list of Products with Spend ordered from most to least. 3. **Contract Spend by Location:** Full list of all locations and their associated spend. This report is populated by the location selected at the top of the contract -- not from the line item Location dropdown. 4. **Contract Spend by Department:** Full list of departments and their associated spend. This report is populated by the department selected at the top of the contract -- not from the line item Department dropdown. 5. **Product Summary Report:** Comprehensive list of all active contracts with associated product spend and the following information:  - Vendor Name - Product Name - Contract Number - Total Product Cost Amount - Billing Cycle - Start Date - End Date - Auto Renewal Status 6. **Budget Code Report:** Comprehensive list of all product line items from contracts and the following associated fields: - Vendor Name (not visible on screen but present in the CSV export) - Product Name - Budget Code - Line Item Cost - Department (from the line item level) - Location (from the line item level) - Start Date - End Date 7. **Total Spend by Budget Code:** Full list of all utilized budget codes and their totals from contract line items 8. **Total Spend by Fiscal Year:** Full list of all utilized fiscal years and the total contract spend for each #### Changing the Row Quantity Displayed By default, a report will show 25 rows of data. To view additional rows of data on the screen at once, you can change the number of rows shown by selecting from the tabs at the top left of the report. ![Screenshot 2026-03-03 145102](https://knowledgebase.veracityvs.com/hs-fs/hubfs/Interface%20Screenshots/Reports/Screenshot%202026-03-03%20145102.png?width=245&height=60&name=Screenshot%202026-03-03%20145102.png) #### Changing the Fiscal Year By default, the fiscal year will default to the closest fiscal year to today's date. However, you can use the dropdown to view reports and data for other fiscal years you may have built. ![](https://knowledgebase.veracityvs.com/hs-fs/hubfs/image-png-Sep-23-2026-12-59-02-9936-PM.png?width=380&height=92&name=image-png-Sep-23-2026-12-59-02-9936-PM.png) #### Exporting a Report Reports can be exported into a CSV format for additional data manipulation or sharing. This can be accomplished by clicking the Export to CSV button at the top right of the report. ![Screenshot 2026-03-03 145112](https://knowledgebase.veracityvs.com/hs-fs/hubfs/Interface%20Screenshots/Reports/Screenshot%202026-03-03%20145112.png?width=197&height=50&name=Screenshot%202026-03-03%20145112.png) The export will contain only what is visible on the screen. If you wish to include **all possible rows of data**, be sure to change the view from 25 to **ALL** prior to exporting. Once the export processes, the button will turn green and read "Download CSV." ![Screenshot 2026-03-03 150145](https://knowledgebase.veracityvs.com/hs-fs/hubfs/Interface%20Screenshots/Reports/Screenshot%202026-03-03%20150145.png?width=214&height=48&name=Screenshot%202026-03-03%20150145.png) Once you click the green Download CSV button, the download will begin. You can locate the downloaded .csv file in the downloads list in your web browser and/or in the established downloads location on your device (often the "Downloads" folder). ![Screenshot 2026-03-03 150336](https://knowledgebase.veracityvs.com/hs-fs/hubfs/Interface%20Screenshots/Reports/Screenshot%202026-03-03%20150336.png?width=350&height=172&name=Screenshot%202026-03-03%20150336.png)   - [Users, Settings, & Navigation](https://knowledgebase.veracityvs.com/users-settings-navigation?hsLang=en#main-content) - [Navigation & Settings](https://knowledgebase.veracityvs.com/users-settings-navigation?hsLang=en#navigation-settings) - [User Management & Permissions](https://knowledgebase.veracityvs.com/users-settings-navigation?hsLang=en#user-management-permissions) - [User Groups](https://knowledgebase.veracityvs.com/users-settings-navigation?hsLang=en#user-groups) - [FAQ](https://knowledgebase.veracityvs.com/users-settings-navigation?hsLang=en#faq) - [Directory & Product Management](https://knowledgebase.veracityvs.com/directory-product-management?hsLang=en#main-content) - [Directories & Their Products](https://knowledgebase.veracityvs.com/directory-product-management?hsLang=en#directories-their-products) - [Approval Statuses](https://knowledgebase.veracityvs.com/directory-product-management?hsLang=en#approval-statuses) - [Filters](https://knowledgebase.veracityvs.com/directory-product-management?hsLang=en#filters) - [Resources](https://knowledgebase.veracityvs.com/directory-product-management?hsLang=en#resources) - [Public Catalog](https://knowledgebase.veracityvs.com/directory-product-management?hsLang=en#public-catalog) - [Tips for Admins](https://knowledgebase.veracityvs.com/directory-product-management?hsLang=en#tips-for-admins) - [FAQ](https://knowledgebase.veracityvs.com/directory-product-management?hsLang=en#faq) - [Workflows](https://knowledgebase.veracityvs.com/workflows?hsLang=en#main-content) - [Workflow Editing](https://knowledgebase.veracityvs.com/workflows?hsLang=en#workflow-editing) - [Workflow Evaluating](https://knowledgebase.veracityvs.com/workflows?hsLang=en#workflow-evaluating) - [Admin Tips & Recommendations](https://knowledgebase.veracityvs.com/workflows?hsLang=en#admin-tips-recommendations) - [Contracts](https://knowledgebase.veracityvs.com/contracts?hsLang=en#main-content) - [Creating & Editing Contracts](https://knowledgebase.veracityvs.com/contracts?hsLang=en#creating-editing-contracts) - [Contracts Settings](https://knowledgebase.veracityvs.com/contracts?hsLang=en#contracts-settings) - [Reports](https://knowledgebase.veracityvs.com/contracts?hsLang=en#reports) - [Teacher & Staff Guides](https://knowledgebase.veracityvs.com/teacher-staff-guides?hsLang=en) [![Chill listening crop-3](https://knowledgebase.veracityvs.com/hs-fs/hubfs/veracity_verification_solutions_logo.jpg?width=50&height=50&name=veracity_verification_solutions_logo.jpg "Chill listening crop-3")](http://veracityvs.com) 709 S Jefferson St, Roanoke, VA 24106 [mailto:support@veracityvs.com](mailto:support@veracityvs.com) Copyright © 2025, Veracity