From ICIHelp7.14
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
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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
