From ICIHelp8.2
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| − | = | + | = Generate a Report = |
<font face="Segoe UI">Using the Reports feature you can generate various types of reports.</font> | <font face="Segoe UI">Using the Reports feature you can generate various types of reports.</font> | ||
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=== <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 | + | 1. '''Click''' the "Reports" tile on the "Home" page. |
| − | <div class="image-green-border">[[File: | + | <div class="image-green-border">[[File:Generate a Report.png|720px]]</div> |
| − | 2. '''Select''' an option from the "Defaults | + | The Reports page opens. You can view all the default and custom report templates. |
| − | <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> | + | |
| − | | + | 2. '''Select''' an option from the "Defaults Reports" drop-down menu. You can view "All", "Legal" & "Compliance", "Workflow" or "Admin"''Reports. |
| − | <div class="image-green-border">[[File: | + | <div class="image-green-border">[[File:Default Reports.png|450px]]</div> <div class="image-green-border"> </div> <div class="image-green-border">The Reports will be displayed depending on the category you select.</div> <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">[[File:Report Type.png|500px]]</div> |
| − | The report for the selected tile appears on a new tab. For example, selecting the Agreement Clause Content Report opens the report | + | The report for the selected tile appears on a new tab. For example, selecting the Agreement Clause Content Report opens the report in a new tab displaying filters for the report. |
| − | + | <div class="image-green-border">5. Select the required filters and '''click''' the "View Report" button.</div> <div class="image-green-border">[[File:View Report.png|720px]]</div> <div class="image-green-border"> </div> <div class="image-green-border">6. Based on the combination of selected filters, the report is displayed with appropriate columns.</div> <div class="image-green-border">[[File:Report Filters.png|720px]]</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 | + | <font face="Segoe UI">You can now export the report into Excel, CSV, or PDF.</font> |
| + | <div class="image-green-border"><font face="Segoe UI">[[File:Reports Export.png|720px]]</font></div> | ||
Revision as of 09:03, 15 December 2021
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.
The Reports will be displayed depending on the category you select.
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 in a new tab displaying filters for the report.
5. Select the required filters and click the "View Report" button.
6. Based on the combination of selected filters, 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.
