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[[Types_of_Reports|<span style="font-family:">Categories of Reports</span>]]
 
[[Types_of_Reports|<span style="font-family:">Categories of Reports</span>]]
  
Although these reports are default, you can only&nbsp;view the reports that you&nbsp;are authorized to. Default reports are categorized as:
+
Default reports are categorized as:
  
 
#Legal & Compliance –  
 
#Legal & Compliance –  
 
#Admin –  
 
#Admin –  
 
#Workflow – indicates if the report is generic or related to a specific module, such as Admin/Agreement, etc.  
 
#Workflow – indicates if the report is generic or related to a specific module, such as Admin/Agreement, etc.  
 +
 +
Although these reports are default, you can only&nbsp;view the reports that you&nbsp;are authorized to.
  
 
<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 15:25, 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:

  • Default Reports
  • Custom Reports
Dashboard Report Types.PNG

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

Default reports are categorized as:

  1. Legal & Compliance –
  2. Admin –
  3. Workflow – indicates if the report is generic or related to a specific module, such as Admin/Agreement, etc.

Although these reports are default, you can only view the reports that you are authorized to.

Generate a Report