Identify Contracts Near Expiration
Build a filtered report view to surface contracts expiring within a set timeframe, so you can start renewal conversations before it is too late.
Written by Antonio Goncalves · Updated April 2026
Procurement
Overview
This flow creates a saved report view filtered by expiration date so you can proactively manage renewals and avoid unplanned contract lapses.
Step 1: Go to Reports
Click Reports in the left sidebar. You can also navigate directly to app.vallor.ai/report.
Step 2: Open the Contracts view
The default view shows all contracts as rows. Each row is a contract with extracted field data as columns.
Step 3: Toggle visible columns
Click Toggle columns. Add the following columns: Expiration Date (Initial Term), Expiration Date (Full Term), Status, Company, Owner, Annual Contract Value.
Step 4: Filter for upcoming expirations
Click Filter with AI and type:
Show me contracts expiring in the next 90 days
Or use manual filters: set Expiration Date > is before > [date 90 days from today].
Step 5: Save the view
Click Add View and name it (e.g. Expiring Q2 2026). It appears in the Reports nav — click it anytime to reload with the latest data.
Step 6: Export or take action
Click Export to download as a spreadsheet, or click any contract row to open it and start the renewal process directly.
Useful Filter Examples
Show me contracts expiring in the next 3 monthsShow contracts with no renewal clauseShow all active MSAs expiring in 2026Show contracts owned by [name] expiring before June 2026
Tips
Tip: Saved views are live — they always reflect the latest contract data when you open them.
Coming soon: Set up a companion automation to get email reminders before contracts expire. See "Set Up an Expiration Reminder Automation."
Note: No scheduled report delivery yet. Check this view manually on a regular cadence (e.g. every Monday).
Note: Expiration dates are extracted by AI — verify any date that looks incorrect by opening the full contract record.
What to do next