You can track the status of Agreements using the Agreements Report under the Partner Management module. To access the report, hover over the "Partner Management" module in the left navigation menu and select "Agreements" from the sub-navigation menu. 


You can use the filter area on the left side panel to filter the report by Agreement Status and/or Template. 


Agreement Status Definitions:

  • Pending - The Agreement is assigned to a Partner Organization but has not been signed by an authorized User at the Partner Organization. 
  • Signed - An authorized User has signed the Agreement at the Partner Organization. 
  • Voided - The Signed Agreement was voided. 

Agreements Report 


You can also customize the report to include additional columns containing information about the Partner by clicking the gear icon in the top right > Manage Columns. Learn more about this topic here: How do I use Dynamic Reporting to create custom reports and Views?