From ICIHelp7.14
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*Schedule an email to be triggered when it is generated. | *Schedule an email to be triggered when it is generated. | ||
| + | <span style="font-family: " segoe="" ui";="" color:="" rgb(0,="" 119,="" 235);="" font-size:="" 1.4em;"="">Categories of Reports</span> | ||
| + | <meta charset="utf-8"></meta> | ||
| − | + | Although these reports are default, you can only view the reports that you are authorized to. Default reports are categorized as: | |
| − | & | + | #Legal & Compliance – |
| + | #Admin – | ||
| + | #Workflow – indicates if the report is generic or related to a specific module, such as Admin/Agreement, etc. | ||
| − | == | + | <span style="font-family: " segoe="" ui";="" color:="" rgb(0,="" 119,="" 235);="" font-size:="" 1.4em;"="">Generate a Report</span> |
<font face="Segoe UI">[[Generate_a_Report|Generate a Report]]</font> | <font face="Segoe UI">[[Generate_a_Report|Generate a Report]]</font> | ||
Revision as of 14:13, 17 November 2017
Reports
ICM provides role based dashboards for various reports. You can analyse the progress of your Agreements, Clauses, and Templates using reports.
A report facilitates insights into cycle times, deviations, risks, and contract statistics (expiry, renewal, pending, etc.).
In this section, let us understand ICM Reports in detail.
There are 2 types of reports:
You can do the following:
- Export the report into Excel, CSV or PDF formats.
- Schedule an email to be triggered when it is generated.
Categories of Reports
<meta charset="utf-8"></meta>
Although these reports are default, you can only view the reports that you are authorized to. Default reports are categorized as:
- Legal & Compliance –
- Admin –
- Workflow – indicates if the report is generic or related to a specific module, such as Admin/Agreement, etc.
Generate a Report
