ICI provides a number of out-of-the-box reports that have been strategically articulated to cater specific business needs. They provide an insight to different entities, states and progress of your Agreements, Clauses and Templates so that you can take necessary actions. They enable you make informed decisions by analyzing processes, cycle times, deviations, risks (expiry, renewal, actions pending, and so on.) and SLA’s at each level of an Agreement. Using the right filters to generate vital Reports provides clarity, allows you to correlate functionalities, and improve response time. Such information is valuable to the organization and has a positive impact on your business. It helps you identify future direction, improve performance, mitigate risk and increase revenue.
In ICI, Reports have been grouped based on their usage into Admin, Legal and Compliance, and Workflow for ease-of-use. You can view only those Reports that you are authorized to. You can either view all Reports together or you have the option to filter the reports based on the grouping, using the drop-down or the tabs. You can access individual Reports by clicking them and providing filters for each of them based on your specific requirement.
Reports are now enhanced to be displayed as per the language selected in the Locale Settings in the User Preferences. These reports are driven on the basis of user profile Language settings.
You also have the option to export the Reports to Excel, CSV or PDF formats.
ICI offers the functionality to classify Business Type/ Contracting agreement type at contract type level. With this release, core reports will be limited to Contracting business application type. Users with access to standard and insights reports will only be able to see data related to agreements with Contracting business application type. Thus, the reporting data would not contain any sourcing agreements.
In this section, let us understand ICI Reports in detail.
Reports are mainly divided into 2 groups:
1. Default Reports: ICI 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.
2. Custom Reports: Customized Reports may be deployed in ICI 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.
Here is the list and a brief description of Reports in ICI.
ICI provides the ability to define sub-roles for the Approver role. With this, all the capabilities of the Approver are were enabled for users at the sub-role level. This capability has now been extended to reports so that users can have relevant information and make informed decisions.
With this release, the Detailed Report, User Profiling Report and Agreements Pending Approval Report have now been modified to display the Approver sub-roles such as Contract Admin, Legal Approver and others.
Reports that are available on different tabs of the Reports tile are further categorized into the following groups:
Reports that are Agreement specific are available on the Agreement Details page.
To change the localization settings of a report:
1. Select Preferences to view your preferences. The My Preferences window opens.
2. Click Locale Settings to view the options.
3. Select Language to choose a language that you would like to view the report in.
4. Select the Time Zone, Date Format and Time Format options for the drop-down list for the selected language.
5. Click Save to save your options.
6. Click the Reports tab.
7. Select the report that you want to view.
8. Click the chart to view the details of the selected report.
The report columns will be displayed based on the selected filters.
Previously, all Date related columns and parameters in all ICI reports were displayed in the UTC Time Zone in the mm/dd/yyyy format. ICI allowed users to set the Date and Time format as per their preferred locale settings.
With this release, all reports will display the Date and Time as per the Time Zone set by the user in the user preferences.
However, the following points need to be noted:
1. Click the Reports tile on the Dashboard. The Reports page opens.
2. Click a report Dashboard tile, for example User Login Report. The report opens in a new tab.
3. Enter a User Name for which you want to view the report.
4. Click View Report. The default time zone of the report is (UTC) Coordinated Universal Time, based on which the Login Date & Time column is displayed.
5. Click the Time Zone drop-down. The available time zones will be displayed.
6. Select the time zone in which you want to view the report, for example (UTC -08:00) Pacific Time (US & Canada).
7. Click View Report. The Login Date & Time column values will be displayed according to the newly selected time zone.
The tool-tip for the Report Generated On time-stamp also displays the selected time zone.
8. Click the Export drop down menu to download the report in Excel, PDF or CSV format.
In addition to the reports that are already available on the Dashboard as KPIs (Agreement Deviation Report, Agreements Pending Approval Report, Agreements Pending Execution Reports, Average Agreement Turn Around Time Report, Clauses Pending Approval Report, Expiring Agreement Report, and Templates Pending Report), users can now also add the following reports:
For example, the Signature Type Report KPI depicts the percentage of electronic signatures in ICI. If the number of electronic signatures is 6 and the number of manual signatures is 83, then the KPI is calculated as 6/83+6 = 6/89 (total number of agreements). Therefore, the percentage of electronic signatures displayed on the KPI tile on the Dashboard is 6 (rounded off to nearest digit).
Other reports that are available KPIs on the Dashboard include:
To enable access to platform analytics reports through the Reports tile:
1. Click User Administration > Security Groups > Security Groups. The Security Groups page opens.
2. Click the view record icon next to the Security Group for which you want to enable the report access. The Security Group Details page opens.
3. Click Edit. The edit view is displayed.
4. Click on the Report tab.
On the Reports page, click the tile of the report which you want to view, for example Agreement Deviation.
The report opens in a new tab.
In edit mode, users can select or change Visualizations and add or remove Fields and customize the report as required.
To save these customizations, click File > Save as. The Save your report popup is displayed.
Enter a name for your report.
Click Save. The report gets saved and is displayed in the My Reports section on the reports page.
Once the report is saved, reopening it displays two options in the File menu:
On the Reports page, users can also edit the report name or delete a report.
Customized reports created and saved in the My Reports section can further be shared with other users through Security Groups. These reports are indicated with a shared report icon and will be available to other users under Custom Reports on the Reports page.
This release introduces multiple core reports as part of platform analytics in direct query and import mode such as:
Click on the report tile with the Power BI icon to access a report. For example, Agreements Pending Approval.
Agreements Pending Approval Report: This report contains the following parameters:
You can view the agreement details by scrolling down on the “Agreements Pending Approval” page.
You can view more details about the agreements by clicking the specific agreement and then clicking “Drill Through”. This opens the list of agreements associated with the specific contract type. Follow the same process to know more about the agreements by ageing days.
Follow the same process to filter agreements per organization unit, contract type, ageing days.
You can follow the same process to view the other reports.
Agreements Pending Execution
Expired Agreements Report
Expiring Agreements Report
Signature Type Report
User Login Report
Related Topics: Agreement Management | Agreement Details Page Reports | Legal and Compliance Reports | Admin Reports | Workflow Reports | Power BI Integration with ICI | Clause and Deviation Insight Reports | Obligation Management Reports | Sourcing Reports | Release_Notes |