ICM provides role based dashboards for various reports. There are 20 basic reports that have been strategically articulated to cater specific business needs. They provide an insight to different entities, states and progress of your Agreements, Clauses and Templates so that you can take necessary actions. They enable you make informed decisions by analysing processes, cycle times, deviations, risks (expiry, renewal, actions pending, etc.) and SLA’s at each level of an Agreement. Using the right filters to generate vital reports provides clarity, allows you to correlate functionalities, and improve response time. Such information is valuable to the organization and has a positive impact on your business. It helps you identify future direction, improve performance, mitigate risk and increase revenue.
In ICM, reports have been grouped based on their usage into Admin, Legal & Compliance, and Workflow for ease-of-use. You can view only those reports that you are authorized to. You can either view all reports together or you have the option to filter the reports based on the grouping, using the drop-down or the tabs. You can access individual reports by clicking on them and providing filters for each of them based on your specific requirement.
You also have the option to export the reports to Excel, CSV or PDF formats. ICM also allows you to configure your system to trigger an email to your Inbox when you generate a report.
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. Generate a Report
Related Topics: Agreement Details Page Reports | Legal & Compliance Reports | Admin_Reports | Workflow_Reports
