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(Created page with "<font face=" Segoe UI "> Home > Reports<br/> Using the Reports feature you can generate various types of reports. Refer Types of Reports<br/> To generat...")
 
 
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[[ICM Help|Home]] > [[Reports]]<br/>
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= Generate&nbsp;a Report =
  
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Using the Reports feature you can generate various types of reports. Refer [[Types of Reports]]<br/>
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<font face="Segoe UI">Using the Reports feature you can generate various types of reports.</font>
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To generate a report:<br/>
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1. Click the '''Reports''' tile on the navigation bar on the '''Home''' page. The [[Glossary|default reports]] and [[Glossary |custom reports]] section appears. <br/>
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2. Click the '''indicator'''; for example, '''Agreement Deviation''' - for which you want to generate the report.  <br/>
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=== <font face="Segoe UI">'''To generate a Report:'''</font> ===
  
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[[File:Report tile.jpeg]]
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1.&nbsp;'''Click''' the "Reports" tile on the "Home" page. The Reports page opens.&nbsp;You can view all the default and custom report templates.
  
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2.&nbsp;'''Select'''&nbsp;an option&nbsp;from the "Defaults Reports"&nbsp;drop-down menu. You can view "All", "Legal" & "Compliance", "Workflow"&nbsp;or "Admin" Reports''.''
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<div class="image-green-border">[[File:ListofDefaultReports.png|450px]]</div>
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The Reports will be displayed depending on the category you select.
  
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The report for the '''selected indicator''' appears in a '''new tab'''.
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3.&nbsp;&nbsp;'''Click''' the tile for the type of report you want to generate.
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<div class="image-green-border">[[File:SelectTheTypeofReport.png|600px]]</div>
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[[File:Generated reports.jpeg]]
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5.&nbsp;Select the required filters and&nbsp;'''click'''&nbsp;the "View Report"&nbsp;button.
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<div class="image-green-border">[[File:SelectingReportFilters.png|720px]]</div>  
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3. Click a '''Contract Type''' bar to view individual agreement deviation details (for the selected Contract Type) according to Org Units. <br/>
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6.&nbsp; Based on the combination of selected filters, the report is displayed with appropriate columns.
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<div class="image-green-border">[[File:DispalyReports on Filters.png|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note:''' If you do not select a filter or apply incorrect filters,&nbsp;you see a message that filter parameters cannot be blank.</div>  
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[[File:Reports Org Grp.jpg]] <br/>
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<font face="Segoe UI">You can now export the report into Excel, CSV, or PDF.</font>
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<div class="image-green-border"><font face="Segoe UI">[[File:Reports Export1.png|720px|Reports Export.png]]</font></div>
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4. Click the '''Save''' button to save the report on your computer in the selected format. <br/> Select the '''appropriate format''' from the drop-down list of formats. <br/>
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[[File:Export report.jpg]] <br/>
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After a report is saved in the desired format, you can take the printout or you can export the same.<br/>
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Related Topics: <br/>
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[[Working with the Dashboard]]<br/>
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[[ICM Help]]<br/>
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[[Glossary]]<br/>
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[[ICM Help|Home]]
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</font>
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Latest revision as of 12:19, 19 January 2022

Generate a Report

Using the Reports feature you can generate various types of reports.

To generate a Report:

1. Click the "Reports" tile on the "Home" page. The Reports page opens. You can view all the default and custom report templates.

2. Select an option from the "Defaults Reports" drop-down menu. You can view "All", "Legal" & "Compliance", "Workflow" or "Admin" Reports.

ListofDefaultReports.png

The Reports will be displayed depending on the category you select.

3.  Click the tile for the type of report you want to generate.

SelectTheTypeofReport.png

5. Select the required filters and click the "View Report" button.

SelectingReportFilters.png

6.  Based on the combination of selected filters, the report is displayed with appropriate columns.

DispalyReports on Filters.png
 
Note: If you do not select a filter or apply incorrect filters, you see a message that filter parameters cannot be blank.

You can now export the report into Excel, CSV, or PDF.

Reports Export.png
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