From ICIHelp8.1
Revision as of 14:13, 17 November 2017 by IDT-5 (Talk | contribs)

Jump to: navigation, search

Reports

ICM provides role based dashboards for various reports. You can analyse the progress of your Agreements, Clauses, and Templates using reports.
A report facilitates insights into cycle times, deviations, risks, and contract statistics (expiry, renewal, pending, etc.).
In this section, let us understand ICM Reports in detail.

There are 2 types of reports:

Dashboard Report Types.PNG

You can do the following:

  • Export the report into Excel, CSV or PDF formats.
  • Schedule an email to be triggered when it is generated.

Categories of Reports

<meta charset="utf-8"></meta>

Although these reports are default, you can only view the reports that you are authorized to. Default reports are categorized as:

  1. Legal & Compliance –
  2. Admin –
  3. Workflow – indicates if the report is generic or related to a specific module, such as Admin/Agreement, etc.

Generate a Report

Generate a Report