Describes how to export a list of open, overdue, or closed contracts as a spreadsheet in the customer access portal.
GateWay Company Administrator, Customer, Salesperson
GateWay’s customer access portal
Export a list of contracts when you need to provide individuals at your company with information on what you are holding at your site. For example, you can export the list and send it to your site supervisor to enable them to determine if they actually need all the rented equipment at the site or not.
Before You Begin
Required: Internet connection; valid GateWay account; valid login credentials and access permissions; existing rental contract
To export the list of contracts as a spreadsheet, do the following:
- In the customer access portal menu bar, do one of the following:
- If you need to export the list of open contracts, navigate to Rentals > Open
- If you need to export the list of overdue contracts, navigate to Rentals > Overdue
- If you need to export the list of closed contracts, navigate to Rentals > Closed
- Click Export
The list of contracts is downloaded in your browser as a spreadsheet
Note: The spreadsheet contains all contracts in the list, regardless of any customization or filtering you have done to the list of contracts