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= Generating a Report =
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= Generate a Report =
  
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<font face="Segoe UI">Using the Reports feature you can generate various [[Types_of_Reports|types of reports]].</font>
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<font face="Segoe UI">Using the Reports feature you can generate various types of reports.</font>
  
 
=== <font face="Segoe UI">'''To generate a Report:'''</font> ===
 
=== <font face="Segoe UI">'''To generate a Report:'''</font> ===
  
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#'''Click''' the ''Reports'' tile on ''My Dashboard''. You can view the default and custom reports.  
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1.&nbsp;'''Click''' the "Reports" tile on the "Home" page. The Reports page opens.&nbsp;You can view all the default and custom report templates.
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#'''Select''' an option&nbsp;from the ''Defaults Reports'' drop-down menu if you want to view ''All, Legal & Compliance, Admin or Workflow'' Reports. Selecting an option will display reports for the selected category below.  
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<div class="image-green-border">[[File:GenRep1.png|Default Report dropdown]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border" style="margin-left: 40px;">1. '''Click''' the tile for the type of report you need to generate.</div> <div class="image-green-border" style="margin-left: 40px;">2. The report for the selected tile appears on a new tab. For example, selecting the ''Agreement Clause Content Report'' opens the report on a new tab displaying filters for the report.</div> <div class="image-green-border" style="margin-left: 40px;">&nbsp;</div> <div class="image-green-border">[[File:GenRep2.png|Default Reports Tiles]]</div>  
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2.&nbsp;'''Select'''&nbsp;an option&nbsp;from the "Defaults Reports"&nbsp;drop-down menu. You can view "All", "Legal" & "Compliance", "Workflow"&nbsp;or "Admin" Reports''.''
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3. On selecting the desired filters, '''click''' the ''View Report'' button to view the report.
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<div class="image-green-border">[[File:ListofDefaultReports.png|450px]]</div>  
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<div class="image-green-border">[[File:GenRep4.png|View Report]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border" style="margin-left: 40px;">4. Based on the permutations and combinations of the applied filter, the report is displayed with appropriate columns as shown in the figure below.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:GenRep5.png|Reports Example]]</div> <div class="image-green-border" style="margin-left: 40px;">&nbsp;</div> <div class="note-box">'''Note:''' If you do not select a filter or apply incorrect filters,&nbsp;you see a message that filter parameters cannot be blank.</div>  
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The Reports will be displayed depending on the category you select.
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<font face="Segoe UI">You can now export the report into Excel, CSV or PDF or schedule and email to be triggered when it is generated.</font>
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3.&nbsp;&nbsp;'''Click''' the tile for the type of report you want to generate.
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<div class="image-green-border">[[File:SelectTheTypeofReport.png|600px]]</div>  
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5.&nbsp;Select the required filters and&nbsp;'''click'''&nbsp;the "View Report"&nbsp;button.
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<div class="image-green-border">[[File:SelectingReportFilters.png|720px]]</div>  
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6.&nbsp; Based on the combination of selected filters, the report is displayed with appropriate columns.
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<div class="image-green-border">[[File:DispalyReports on Filters.png|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note:''' If you do not select a filter or apply incorrect filters,&nbsp;you see a message that filter parameters cannot be blank.</div>  
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<font face="Segoe UI">You can now export the report into Excel, CSV, or PDF.</font>
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<div class="image-green-border"><font face="Segoe UI">[[File:Reports Export1.png|720px|Reports Export.png]]</font></div>

Latest revision as of 12:19, 19 January 2022

Generate a Report

Using the Reports feature you can generate various types of reports.

To generate a Report:

1. Click the "Reports" tile on the "Home" page. The Reports page opens. You can view all the default and custom report templates.

2. Select an option from the "Defaults Reports" drop-down menu. You can view "All", "Legal" & "Compliance", "Workflow" or "Admin" Reports.

ListofDefaultReports.png

The Reports will be displayed depending on the category you select.

3.  Click the tile for the type of report you want to generate.

SelectTheTypeofReport.png

5. Select the required filters and click the "View Report" button.

SelectingReportFilters.png

6.  Based on the combination of selected filters, the report is displayed with appropriate columns.

DispalyReports on Filters.png
 
Note: If you do not select a filter or apply incorrect filters, you see a message that filter parameters cannot be blank.

You can now export the report into Excel, CSV, or PDF.

Reports Export.png
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