Generate a Report[edit]


= Generate a Report =

<font face="Segoe UI">Using the Reports feature you can generate various [[Types_of_Reports|types of reports]].</font>

=== <font face="Segoe UI">'''To generate a report:'''</font> ===

#'''Click''' the ''Reports'' tile on ''My Dashboard''. You can view the default and custom reports. 
#'''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. 
#'''Click''' the tile for the type of report you need to generate. 
#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. 
#On selecting the desired filters, '''click''' the ''View Report'' button to view the report. 
#Based on the permutations and combinations of the applied filter, the report is displayed with appropriate columns as shown in the figure below. 
<div class="note-box">Note: If you select incorrect filters are applied or you do not select a filter, you see a message that filter parameters cannot be blank.</div> 
<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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