Reports[edit]

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.

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

 

 

Related Topics: Agreement Details Page Reports | Legal & Compliance Reports | Admin_Reports | Workflow_Reports