Types of Reports[edit]

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ICM delivers various reports on contracts and all related information. This provides valuable performance insights into all areas of contract.

Types of Reports

There are 2 types of reports:

1. Default Reports
2. Custom Reports

You can view all the reports at once or filter the reports based on the grouping, either through a drop-down option or through tabs. Either ways, the user can ignore the grouping and view all reports at once. The user can then access individual reports by clicking on them.

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1. Default Reports: Although these reports are default, the user will only be able to view the reports that they are authorized to. 

Based on their usage, the Clause Deviations Report, Association Report and Attribute Value Report are available on the Agreement Details page. All other reports are available on various tabs of the Reports tile. 

 

Categories of Reports

The default reports have been grouped into the following 3 categories:

1. Legal & Compliance: It includes the following reports:
   • Expiring Agreements
   • Agreement Deviation
   • Agreement Clause Content Report
   • Attribute Information Report
   • Expired Agreements
2. Admin: It includes the following reports:
   • Average Agreement Turn Around Time
   • Clause Template Report
   • Template-Clause Report
   • Agreement Cycle Time Report
   • User Profiling Report
   • User Login Report
   • Signature Type Report
3. Workflow: indicates if the report is generic or related to a specific module, such as Admin/Agreement, etc. It includes the following reports:
   • Clauses Pending Approval
   • Agreements Pending Execution
   • Templates Pending Approval
   • Agreements Pending Approval
   • Pending Requests for Contract Initiation

Note: The grouping name is displayed in full and localized to the respective language preference.

 

2. Custom Reports: These reports can be generated for customers:

• who have access to the ICM DB and can themselves develop reports.
• who ask Icertis to deploy these reports as custom reports.