Reports - Revision history

IDT-1 at 07:44, 13 September 2022

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IDT-1 at 07:20, 13 September 2022

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IDT-1 at 07:19, 13 September 2022

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IDT-1 at 07:18, 13 September 2022

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IDT-1 at 07:17, 13 September 2022

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IDT-1 at 07:15, 13 September 2022

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IDT-1 at 07:13, 13 September 2022

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IDT-1 at 07:02, 13 September 2022

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WikiSysop at 07:21, 3 September 2022

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IDT-1 at 10:50, 9 June 2022

2022-06-09T10:50:47Z

@@ Line 500: / Line 500: @@
 &nbsp;
@@ Line 507: / Line 508: @@
 To know which dynamic view is used in your SSRS report, download the report JSON file and look for the '''SourceEntityName '''attribute value.
-<div class="image-green-border">[[File:SSRS 08.png|720px|SSRS 08.png]]</div>
+<div class="image-green-border">[[File:SSRS 05.png]]</div>
-−
 === &nbsp;'''Related Topics:'''&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[Agreement_Details_Page_Reports|Agreement Details Page Reports]]&nbsp;|&nbsp;[[Legal_and_Compliance|Legal and Compliance Reports&nbsp;]]| [[Admin_Reports|Admin Reports]] | [[Workflow_Reports|Workflow Reports]]&nbsp;| [[Power_BI_Integration_with_ICI|Power BI Integration with ICI]]&nbsp; |&nbsp;[[Clause_and_Deviation_Insight_Reports|Clause and Deviation Insight Reports]]&nbsp;| [[Obligation_Management_Reports|Obligation Management Reports ]]| [[Sourcing_Reports|Sourcing Reports]]&nbsp;|&nbsp;[[Release_Notes|Release_Notes]]&nbsp;| ===

← Older revision		Revision as of 07:20, 13 September 2022
Line 509:		Line 509:
	<div class="image-green-border">[[File:SSRS 08.png\|720px\|SSRS 08.png]]</div>		<div class="image-green-border">[[File:SSRS 08.png\|720px\|SSRS 08.png]]</div>

−	===   ~~</div>~~ '''Related Topics:''' [[Agreement_Management\|Agreement Management]] \| [[Agreement_Details_Page_Reports\|Agreement Details Page Reports]] \| [[Legal_and_Compliance\|Legal and Compliance Reports ]]\| [[Admin_Reports\|Admin Reports]] \| [[Workflow_Reports\|Workflow Reports]] \| [[Power_BI_Integration_with_ICI\|Power BI Integration with ICI]]  \| [[Clause_and_Deviation_Insight_Reports\|Clause and Deviation Insight Reports]] \| [[Obligation_Management_Reports\|Obligation Management Reports ]]\| [[Sourcing_Reports\|Sourcing Reports]] \| [[Release_Notes\|Release_Notes]] \| ===	+
		+	===  '''Related Topics:''' [[Agreement_Management\|Agreement Management]] \| [[Agreement_Details_Page_Reports\|Agreement Details Page Reports]] \| [[Legal_and_Compliance\|Legal and Compliance Reports ]]\| [[Admin_Reports\|Admin Reports]] \| [[Workflow_Reports\|Workflow Reports]] \| [[Power_BI_Integration_with_ICI\|Power BI Integration with ICI]]  \| [[Clause_and_Deviation_Insight_Reports\|Clause and Deviation Insight Reports]] \| [[Obligation_Management_Reports\|Obligation Management Reports ]]\| [[Sourcing_Reports\|Sourcing Reports]] \| [[Release_Notes\|Release_Notes]] \| ===

@@ Line 508: / Line 508: @@
 To know which dynamic view is used in your SSRS report, download the report JSON file and look for the '''SourceEntityName '''attribute value.
 <div class="image-green-border">[[File:SSRS 08.png|720px|SSRS 08.png]]</div>
-&nbsp; </div> '''Related Topics:'''&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[Agreement_Details_Page_Reports|Agreement Details Page Reports]]&nbsp;|&nbsp;[[Legal_and_Compliance|Legal and Compliance Reports&nbsp;]]| [[Admin_Reports|Admin Reports]] | [[Workflow_Reports|Workflow Reports]]&nbsp;| [[Power_BI_Integration_with_ICI|Power BI Integration with ICI]]&nbsp; |&nbsp;[[Clause_and_Deviation_Insight_Reports|Clause and Deviation Insight Reports]]&nbsp;| [[Obligation_Management_Reports|Obligation Management Reports ]]| [[Sourcing_Reports|Sourcing Reports]]&nbsp;|&nbsp;[[Release_Notes|Release_Notes]]&nbsp;|
+=== &nbsp; </div> '''Related Topics:'''&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[Agreement_Details_Page_Reports|Agreement Details Page Reports]]&nbsp;|&nbsp;[[Legal_and_Compliance|Legal and Compliance Reports&nbsp;]]| [[Admin_Reports|Admin Reports]] | [[Workflow_Reports|Workflow Reports]]&nbsp;| [[Power_BI_Integration_with_ICI|Power BI Integration with ICI]]&nbsp; |&nbsp;[[Clause_and_Deviation_Insight_Reports|Clause and Deviation Insight Reports]]&nbsp;| [[Obligation_Management_Reports|Obligation Management Reports ]]| [[Sourcing_Reports|Sourcing Reports]]&nbsp;|&nbsp;[[Release_Notes|Release_Notes]]&nbsp;| ===

@@ Line 501: / Line 501: @@
 &nbsp;
 == Updating SSRS reports that use a dynamic view&nbsp; ==
 If you want to make changes in an SSRS report that is fetched from a dynamic view, you must first update the dynamic view JSON file and then update the report JSON file.
@@ Line 509: / Line 510: @@
 === &nbsp; ===
-&nbsp;
+&nbsp; </div> '''Related Topics:'''&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[Agreement_Details_Page_Reports|Agreement Details Page Reports]]&nbsp;|&nbsp;[[Legal_and_Compliance|Legal and Compliance Reports&nbsp;]]| [[Admin_Reports|Admin Reports]] | [[Workflow_Reports|Workflow Reports]]&nbsp;| [[Power_BI_Integration_with_ICI|Power BI Integration with ICI]]&nbsp; |&nbsp;[[Clause_and_Deviation_Insight_Reports|Clause and Deviation Insight Reports]]&nbsp;| [[Obligation_Management_Reports|Obligation Management Reports ]]| [[Sourcing_Reports|Sourcing Reports]]&nbsp;|&nbsp;[[Release_Notes|Release_Notes]]&nbsp;|
 </div>
 '''Related Topics:'''&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[Agreement_Details_Page_Reports|Agreement Details Page Reports]]&nbsp;|&nbsp;[[Legal_and_Compliance|Legal and Compliance Reports&nbsp;]]| [[Admin_Reports|Admin Reports]] | [[Workflow_Reports|Workflow Reports]]&nbsp;| [[Power_BI_Integration_with_ICI|Power BI Integration with ICI]]&nbsp; |&nbsp;[[Clause_and_Deviation_Insight_Reports|Clause and Deviation Insight Reports]]&nbsp;| [[Obligation_Management_Reports|Obligation Management Reports ]]| [[Sourcing_Reports|Sourcing Reports]]&nbsp;|&nbsp;[[Release_Notes|Release_Notes]]&nbsp;|

@@ Line 404: / Line 404: @@
 You can filter the report to view results for specific Attributes either from the Attribute filter provided at the top or by clicking the specific attribute name in the Attributes column in the report table.
 <div class="image-green-border">[[File:7.16 AI Training Report.png|720px|7.16 AI Training Report.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The chart will represent the AI Model Accuracy graph for selected Attributes in different colors. For example, the report below shows the Payment Terms and Late Payment attributes accuracy trend.</div> <div class="image-green-border">&nbsp;</div>
 = Configuring Dynamic Reports =
@@ Line 432: / Line 433: @@
 *To view and access the report configuration settings, you must have the Report Admin technical role in Icertis Contract Intelligence.&nbsp;&nbsp;
-<div class="image-green-border">[[File:SSRS 10.png|720px]]</div>
+<div class="image-green-border">[[File:SSRS 10.png|720px|SSRS 10.png]]</div>
 *You must have access to all the agreements from which data is extracted to create reports. &nbsp;
@@ Line 449: / Line 450: @@
 *'''History:''' This tab contains a log&nbsp;of updates made to the dynamic views and reports.
 <div class="note-box">Note: In version 8.2, only agreement and amendments-related report templates are supported.</div>
-[[File:History section.PNG|720px]]
+[[File:History section.PNG|720px|History section.PNG]]
 &nbsp;
@@ Line 471: / Line 472: @@
 &nbsp;
-[[File:SSRS 06.png|720px]]
+[[File:SSRS 06.png|720px|SSRS 06.png]]
 == Managing SSRS reports ==
@@ Line 492: / Line 494: @@
 .&nbsp;&nbsp;&nbsp; &nbsp;Navigate back to the '''Reports Configurations''' > '''Dynamic Reports''', click '''Upload '''and attach the modified JSON file.
-<div class="image-green-border">[[File:SSRS 07.png]]</div>
+<div class="image-green-border">[[File:SSRS 07.png|RTENOTITLE]]</div>
 On successful upload of the JSON file, a new custom SSRS report is created.
 (Optional) To verify whether the changes have been successfully implemented, click '''History''' in the left pane and view the generated logs.
 == Updating SSRS reports that use a dynamic view&nbsp; ==
@@ Line 504: / Line 507: @@
 To know which dynamic view is used in your SSRS report, download the report JSON file and look for the '''SourceEntityName '''attribute value.
 <div class="image-green-border">[[File:SSRS 08.png|720px|SSRS 08.png]]</div>
-=== Update the dynamic view JSON file ===
+=== &nbsp; ===
-−
-After identifying the dynamic view that’s linked to the dynamic report, the next step is to update the dynamic view. The configuration properties of a dynamic view are stored in a JSON file. To update a dynamic view, you must download the JSON file, make changes, and upload it back.&nbsp;
-−
-#Go to Configure tile > System Configuration > Report Configurations > Dynamic Views, and download the JSON file for the dynamic view.&nbsp;
-#Click the three-dots on the right of the view name row and select Download. The view JSON file is downloaded to your local system.&nbsp;
-#Open the JSON file in Notepad C++, make the required configuration changes, and save the file. &nbsp;<br/> For example, to add the Signature Type column to the existing view, add a column attribute for the new column.&nbsp;
-−
-[[File:SSRS 06.png|RTENOTITLE]]
-−
-&nbsp; &nbsp; 3. On Report Configurations > Dynamic Views, click the Upload button and attach the modified JSON file.&nbsp;
-−
-[[File:SSRS 07.png|RTENOTITLE]]
-−
-After the JSON file is uploaded, a success notification is displayed in the lower-right corner of the window.&nbsp;
-<ol start="4">
-<li>(Optional) To verify whether the changes have been successfully implemented, click Audit Logs in the left pane and view the generated logs.</li>
-</ol>
-−
-=== Update the dynamic report JSON file&nbsp;&nbsp; ===
-−
-Just modifying the dynamic view is not sufficient. To display the changes, you must update the changes in the dynamic report JSON file.&nbsp;
-−
-#Go to Configure tile > System Configuration > Report Configurations > Dynamic Reports, and download the JSON file for the dynamic report.&nbsp;
-#Open the JSON file in Notepad C++, make the required configuration changes, and save the file. &nbsp;<br/> For example, to add the Signature Type column to the existing report, add a JSON object&nbsp; for the new column.&nbsp;
-−
-Tip: To add a column, you can copy one of the existing JSON objects for a column and change the attribute values such as column name and column position.&nbsp;&nbsp;&nbsp;
-<ol start="3">
-<li>On Report Configurations > Dynamic Reports, click the Upload button and attach the modified JSON file. After the JSON file is uploaded, a success notification is displayed in the lower-right corner of the window.&nbsp;</li>
-</ol>
-<ol start="4">
-<li>(Optional) To verify whether the changes have been successfully implemented, click Audit Logs in the left pane and view the generated logs.&nbsp;</li>
-</ol>
-−
-== Creating new custom SSRS reports&nbsp; ==
-−
-You can download any of the existing templates or report definitions, and use it to build your own report definition file in JSON format. You can also upload a new JSON file to create a custom SSRS report.&nbsp;
-−
-#&nbsp;
-−
-Go to Configure tile > System Configuration > Report Configurations > Dynamic views, and download a template or an existing view.&nbsp;<br/> The template JSON file is downloaded on your local system.&nbsp;
-<ol start="2">
-<li>Open the JSON file in Notepad++.&nbsp;</li>
-</ol>
-<div class="note-box">Note: Ensure that you change/remove the VersionID and enter unique values for the ReportNameOnTile attribute.&nbsp;</div>
-[[File:SSRS 08.png|RTENOTITLE]]
-<ol start="3">
-<li>Change the JSON objects as required and save the file.&nbsp;</li>
-</ol>
-<ol start="4">
-<li>&nbsp;Navigate back to the Reports Configurations > Dynamic Reports, click Upload and attach the modified JSON file.&nbsp;</li>
-</ol>
-−
-[[File:SSRS 09.png|RTENOTITLE]]
-−
-On successful upload of the JSON file, a new custom SSRS report will be created.&nbsp;
-<ol start="5">
-<li>(Optional) To verify whether the changes have been successfully implemented, click Audit Logs in the left pane and view the generated logs.&nbsp;</li>
-</ol>
 &nbsp;
 </div>
 '''Related Topics:'''&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[Agreement_Details_Page_Reports|Agreement Details Page Reports]]&nbsp;|&nbsp;[[Legal_and_Compliance|Legal and Compliance Reports&nbsp;]]| [[Admin_Reports|Admin Reports]] | [[Workflow_Reports|Workflow Reports]]&nbsp;| [[Power_BI_Integration_with_ICI|Power BI Integration with ICI]]&nbsp; |&nbsp;[[Clause_and_Deviation_Insight_Reports|Clause and Deviation Insight Reports]]&nbsp;| [[Obligation_Management_Reports|Obligation Management Reports ]]| [[Sourcing_Reports|Sourcing Reports]]&nbsp;|&nbsp;[[Release_Notes|Release_Notes]]&nbsp;|

@@ Line 473: / Line 473: @@
 [[File:SSRS 06.png|720px]]
-If you already know the name of the dynamic view used to generate the dynamic report that you want to modify, skip this section, and directly update the dynamic view JSON file. But if you’re trying to find the dynamic view used to create your dynamic report, here’s some help:&nbsp;
+== Managing SSRS reports ==
-#Go to '''Configure''' > '''System Configuration''' > '''Report Configurations''' > '''Dynamic Reports''' and download the JSON file for the dynamic report.&nbsp;
+The ability to create your own custom SSRS reports and update them as required gives you more control over reporting.
-#Click the three-dots on the right of the report name row and select Download. The report JSON file is downloaded to your local system.&nbsp;
-#Open the JSON file in Notepad++:&nbsp;
-<ul style="margin-left: 40px;">
-<li>Note down the SourceEntityName property value. This is the name of the Dynamic View used to generate the dynamic report.&nbsp;&nbsp;</li>
-</ul>
-[[File:SSRS 05.png|RTENOTITLE]]
+=== Creating and updating SSRS reports ===
 === Update the dynamic view JSON file ===

@@ Line 381: / Line 381: @@
 [[File:User Login Report.png|RTENOTITLE]]
 </div>
 == AI Model Training Performance Report ==
@@ Line 402: / Line 403: @@
 You can filter the report to view results for specific Attributes either from the Attribute filter provided at the top or by clicking the specific attribute name in the Attributes column in the report table.
 <div class="image-green-border">[[File:7.16 AI Training Report.png|720px|7.16 AI Training Report.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The chart will represent the AI Model Accuracy graph for selected Attributes in different colors. For example, the report below shows the Payment Terms and Late Payment attributes accuracy trend.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
-'''Related Topics:'''&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[Agreement_Details_Page_Reports|Agreement Details Page Reports]]&nbsp;|&nbsp;[[Legal_and_Compliance|Legal and Compliance Reports&nbsp;]]| [[Admin_Reports|Admin Reports]] | [[Workflow_Reports|Workflow Reports]]&nbsp;| [[Power_BI_Integration_with_ICM|Power BI Integration with ICI]]&nbsp; |&nbsp;[[Clause_and_Deviation_Insight_Reports|Clause and Deviation Insight Reports]]&nbsp;| [[Obligation_Management_Reports|Obligation Management Reports ]]| [[Sourcing_Reports|Sourcing Reports]]&nbsp;|&nbsp;[[Release_Notes|Release_Notes]]&nbsp;|
+'''Related Topics:'''&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[Agreement_Details_Page_Reports|Agreement Details Page Reports]]&nbsp;|&nbsp;[[Legal_and_Compliance|Legal and Compliance Reports&nbsp;]]| [[Admin_Reports|Admin Reports]] | [[Workflow_Reports|Workflow Reports]]&nbsp;| [[Power_BI_Integration_with_ICI|Power BI Integration with ICI]]&nbsp; |&nbsp;[[Clause_and_Deviation_Insight_Reports|Clause and Deviation Insight Reports]]&nbsp;| [[Obligation_Management_Reports|Obligation Management Reports ]]| [[Sourcing_Reports|Sourcing Reports]]&nbsp;|&nbsp;[[Release_Notes|Release_Notes]]&nbsp;|