Categories of Reports[edit]

Categories of Reports

Based on their functionality and usage, reports appearing on different tabs of the Reports tile are categorized into the following three groups:

1. Legal_&_Compliance
2. Admin
3. Workflow

Let’s go through the reports within each of these categories:

Legal & Compliance

These reports provide information regarding the agreements that may have expired or may be expiring, the deviations, the clauses and the attributes. This enables you to track the impact on agreements, take initiatives to ensure compliance and take necessary actions to mitigate risks at all levels of the agreement. These include the following reports:

1. Expiring Agreements
2. Agreement Deviation
3. Agreement Clause Content Report
4. Attribute Information Report
5. Expired Agreements

Admin

These reports provide information to the Admins regarding agreements, clauses, templates, cycle times, users and signature types. They help admins make informed decision about a particular user or agreement to improve performance, ensure smooth transitions and eliminate risks. These include the following reports:

1. Average Agreement Turn Around Time
2. Clause Profiling Report
3. Template Clause Report
4. Agreement Cycle Time Report
5. User Profiling Report
6. User Login Report
7. Signature Type Report

Workflow

These reports provide an overview of the list of roles and assignees for specified workflows. They display data about the state of an agreement, clause or template that may have pending requests, approvals or execution, along with the duration. These include the following reports:

1. Clauses Pending Approval
2. Agreements Pending Execution
3. Templates Pending Approval
4. Agreements Pending Approval
5. Pending Requests for Contract Initiation

The grouping name is displayed in full and localized to the respective language preference.

Agreement specific reports are accessible from the Agreement Details page. These include:

1. Clause Deviation Report
2. Association Report
3. Attribute Value Report

 

Related Topics: Agreement Details Page Reports | Legal & Compliance Reports | Admin Reports | Workflow Reports