Saved Search for all Contracts up for Renewal this Month

To create a Saved Search for all Contracts that are up for Renewal for the current month:

• Navigate to Reports> Saved Searches> All Saved Searches> New
• Select Contract
• In the Criteria tab:
  Contract End Date = on or before end of this month
  Contract Renewed On = is empty
• In the Results tab:
  Name
  Contract End Date
  Bill to Customer
  End User
  (Any other fields you would like to see in the results of this search)
• In the Email tab:
  Select "Send Emails According to Schedule" = T
  Specify to email the search to in the Specific Recipients subtab
  In the Schedule subtab: Select Monthly Event, Day = 1 of every 1 month
• Hit Save & Run button.