From ICIHelp8.2
| Line 2: | Line 2: | ||
= Generating a Report = | = Generating a Report = | ||
| − | <font face="Segoe UI">Using the Reports feature you can generate various | + | <font face="Segoe UI">Using the Reports feature you can generate various types of reports.</font> |
=== <font face="Segoe UI">'''To generate a Report:'''</font> === | === <font face="Segoe UI">'''To generate a Report:'''</font> === | ||
| − | + | 1. '''Click''' the "Reports" tile on the "Home" page. You can view the default and custom reports. | |
| − | <div class="image-green-border">[[File: | + | <div class="image-green-border">[[File:8.0-GenerateReport.PNG|720px]]</div> |
| − | + | 2. '''Select''' an option from the "Defaults Report''s"'' page if you want to view All, Legal & Compliance, Admin or Workflow Reports. Selecting an option will display reports for the selected category below. | |
| − | + | <div class="image-green-border"> </div> <div class="image-green-border">3. '''Click''' the tile for the type of report you need to generate.</div> | |
| − | <div class="image-green-border"> </div> <div class="image-green-border"> | + | |
| + | <div class="image-green-border">[[File:8.0-GenerateReport1.PNG|720px]]</div> | ||
| + | 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. | ||
| + | <div class="image-green-border"> </div> <div class="image-green-border">5. On selecting the desired filters, '''click''' the "View Report" button to view the report.</div> <div class="image-green-border" style="margin-left: 40px;"> </div> <div class="image-green-border">[[File:8.0-GenerateReport2.PNG|720px]]</div> <div class="image-green-border"> </div> <div class="image-green-border">6. Based on the permutations and combinations of the applied filter, the report is displayed with appropriate columns.</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="note-box">'''Note:''' If you do not select a filter or apply incorrect filters, 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> | <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> | ||
Revision as of 07:26, 12 December 2021
Generating 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. You can view the default and custom reports.
2. Select an option from the "Defaults Reports" page if you want to view All, Legal & Compliance, Admin or Workflow Reports. Selecting an option will display reports for the selected category below.
3. 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.
5. On selecting the desired filters, click the "View Report" button to view the report.
6. Based on the permutations and combinations of the applied filter, the report is displayed with appropriate columns.
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 or schedule and email to be triggered when it is generated.
