From ICIHelp7.14
| Line 25: | Line 25: | ||
<font face="Segoe UI">[[Generate_a_Report|Generate a Report]]</font> | <font face="Segoe UI">[[Generate_a_Report|Generate a Report]]</font> | ||
| + | |||
| + | | ||
| + | |||
| + | '''Related Topics:''' [[Agreement_details_page_reports|Agreement Details Page Reports]] | [[Legal_&_Compliance|Legal & Compliance Reports ]]| [[Admin_Reports]] | [[Workflow_Reports]] | ||
Revision as of 05:54, 18 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
You can do the following:
- Export the report into Excel, CSV or PDF formats.
- Schedule an email to be triggered when it is generated.
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.
Although these reports are default, you can only view the reports that you are authorized to.
Related Topics: Agreement Details Page Reports | Legal & Compliance Reports | Admin_Reports | Workflow_Reports
