|
|
| Line 9: |
Line 9: |
| | | | |
| | In this section, let us understand ICM Reports in detail. | | In this section, let us understand ICM Reports in detail. |
| − |
| |
| − | Reports are mainly divided into 2 groups:
| |
| − |
| |
| − | #'''Default Reports: '''ICM provides a number of out-of-the-box Reports that have been strategically designed to cater to specific business needs. Although these Reports are default, the user will only be able to view the Reports that they are authorized to. Based on their usage, these Reports are displayed on the ''Agreement Details'' page or the ''Report'' tile.
| |
| − | <div class="note-box">'''Note''': Even if the users are authorized to view/access a specific report, the privileges of the Reports further follow the authorization that the user has in ICM. If the user does not have the privileges to view a particular set of Agreements in ICM, for example, they would not see those in the Report even though they have the view privileges for Reports.</div> <ol start="2">
| |
| − | <li>'''Custom Reports: '''Customized Reports may be deployed in ICM based on the requirements of the customer by editing default reports or by creating entirely new custom reports or by deploying reports provided by the customer. These reports are customized for a customer based on their requirement.</li>
| |
| − | </ol>
| |
| − | <div class="image-green-border">[[File:Reports MyDashboard Reports.png|950x275px|Reports MyDashboard Reports.png]]</div>
| |
| − |
| |
| | | | |
| | == [[Types_of_Reports|Categories of Reports]] == | | == [[Types_of_Reports|Categories of Reports]] == |
| | | | |
| | Reports that are available on different tabs of the ''Reports'' tile are further categorized into three groups: | | Reports that are available on different tabs of the ''Reports'' tile are further categorized into three groups: |
| − |
| |
| − | *[[Legal_and_Compliance|Legal and Compliance]]
| |
| − | *[[Admin_Reports|Admin]]
| |
| − | *[[Workflow_Reports|Workflow]]
| |
| − |
| |
| − | Reports that are Agreement specific are available on the [[Agreement_details_page_reports|Agreement Details]] page.
| |
| − | <div class="note-box">Note: Although these reports are default, you can only view the reports that you are authorized to. </div>
| |
| − |
| |
| | | | |
| | | | |
| Line 36: |
Line 19: |
| | | | |
| | To change the localization settings of a report: | | To change the localization settings of a report: |
| − |
| |
| − | #'''Select''' ''Preferences'' to view your preferences. The ''My Preferences'' window opens.
| |
| − | #'''Click '''''Locale Settings'' to view the options.
| |
| − | #'''Select '''''Language'' to choose a language that you would like to view the report in.
| |
| − | #'''Select '''the ''Time Zone, Date Format ''and ''Time Format'' options for the drop-down list for the selected language.
| |
| − | #'''Click '''''Save'' to save your options.
| |
| − | <div class="image-green-border">[[File:Wiki Reports Localization 1.png|RTENOTITLE]]</div> <ol start="6">
| |
| − | <li>'''Click '''the ''Reports'' tab.</li>
| |
| − | <li>'''Select '''the report that you want to view.</li>
| |
| − | </ol>
| |
| − | <div class="image-green-border">[[File:Wiki reports localization 2.png|1000x400px|Wiki reports localization 2.png]]</div> <ol start="8">
| |
| − | <li>'''Click '''the chart to view the details of the selected report.</li>
| |
| − | </ol>
| |
| − | <div class="image-green-border">[[File:Wiki reports localization 3.png|RTENOTITLE]] </div> <div class="image-green-border">The report columns will be displayed based on the selected filters.</div> <div class="image-green-border">[[File:Wiki reports localization 4.png|1000x400px|Wiki reports localization 4.png]] </div> <div> </div> <div> </div> <div> </div> <div> </div>
| |
| − | '''Related Topics:''' [[Agreement_details_page_reports|Agreement Details Page Reports]] | [[Legal_and_Compliance|Legal and Compliance Reports ]]| [[Admin_Reports|Admin Reports]] | [[Workflow_Reports|Workflow Reports]]
| |
