From ICIHelp7.14
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There are 2 types of reports: | There are 2 types of reports: | ||
| − | * | + | *Default Reports |
| − | * | + | *Custom Reports |
<div class="image-green-border">[[File:Dashboard ReportTypes.PNG|850px|Dashboard Report Types.PNG]]</div> | <div class="image-green-border">[[File:Dashboard ReportTypes.PNG|850px|Dashboard Report Types.PNG]]</div> | ||
You can do the following: | You can do the following: | ||
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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:">Categories of Reports</span> | + | [[Types_of_Reports|<span style="font-family:">Categories of Reports</span>]] |
Although these reports are default, you can only view the reports that you are authorized to. Default reports are categorized as: | Although these reports are default, you can only view the reports that you are authorized to. Default reports are categorized as: | ||
Revision as of 14:16, 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
You can do the following:
- Export the report into Excel, CSV or PDF formats.
- Schedule an email to be triggered when it is generated.
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.
