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[[ICM Help|Home]] > [[Reports]]<br/>
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= Generating&nbsp;a Report =
  
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Using the Reports feature you can generate various types of reports. Refer [[Types of Reports]]<br/>
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<font face="Segoe UI">Using the Reports feature you can generate various [[Types_of_Reports|types of reports]].</font>
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To generate a report:<br/>
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1. Click the '''Reports''' tile on the navigation bar on the '''Home''' page. The [[Glossary|default reports]] and [[Glossary |custom reports]] section appears. <br/>
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2. Click the '''indicator'''; for example, '''Agreement Deviation''' - for which you want to generate the report.  <br/>
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=== <font face="Segoe UI">'''To generate a Report:'''</font> ===
  
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[[File:Report tile.jpeg]]
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#'''Click''' the ''Reports'' tile on ''My Dashboard''. You can view the default and custom reports.
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<div class="image-green-border">[[File:GenRep1.png|Default Report dropdown]]</div> <ol start="2">
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<li>'''Select''' an option&nbsp;from the ''Defaults Reports'' drop-down menu if you want to view ''All, Legal & Compliance, Admin or Workflow'' Reports. Selecting an option will display reports for the selected category below.</li>
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The report for the '''selected indicator''' appears in a '''new tab'''.
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</ol>
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<div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border" style="margin-left: 40px;">3. '''Click''' the tile for the type of report you need to generate.</div> <div class="image-green-border" style="margin-left: 40px;">[[File:GenRep2.png|left|Default Reports Tiles]]</div> <div class="image-green-border" style="margin-left: 40px;">&nbsp;</div> <div class="image-green-border" style="margin-left: 40px;">&nbsp;</div> <div class="image-green-border" style="margin-left: 40px;">&nbsp;</div> <div class="image-green-border" style="margin-left: 40px;">&nbsp;</div> <div class="image-green-border" style="margin-left: 40px;">&nbsp;</div> <div class="image-green-border" style="margin-left: 40px;">&nbsp;</div> <div class="image-green-border" style="margin-left: 40px;">&nbsp;</div> <div class="image-green-border" style="margin-left: 40px;">&nbsp;</div> <div class="image-green-border" style="margin-left: 40px;">&nbsp;</div> <div class="image-green-border" style="margin-left: 40px;">&nbsp;</div> <div class="image-green-border" style="margin-left: 40px;">4. The report for the selected tile appears on a new tab. For example, selecting the ''Agreement Clause Content Report'' opens the report on a new tab displaying filters for the report.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border" style="margin-left: 40px;">5. On selecting the desired filters, '''click''' the ''View Report'' button to view the report.</div> <div class="image-green-border">[[File:GenRep4.png|View Report]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border" style="margin-left: 40px;">6. Based on the permutations and combinations of the applied filter, the report is displayed with appropriate columns as shown in the figure below.</div> <div class="image-green-border">[[File:ReportExample.png|Report Example]]</div> <div class="image-green-border" style="margin-left: 40px;">&nbsp;</div> <div class="note-box">'''Note:''' If you do not select a filter or apply incorrect filters,&nbsp;you see a message that filter parameters cannot be blank.</div>  
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[[File:Generated reports.jpeg]]
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<font face="Segoe UI">You can now export the report into Excel, CSV or PDF or schedule and email to be triggered when it is generated.</font>
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3. Click a '''Contract Type''' bar to view individual agreement deviation details (for the selected Contract Type) according to Org Units. <br/>
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[[File:Reports Org Grp.jpg]] <br/>
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4. Click the '''Save''' button to save the report on your computer in the selected format. <br/> Select the '''appropriate format''' from the drop-down list of formats. <br/>
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[[File:Export report.jpg]] <br/>
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After a report is saved in the desired format, you can take the printout or you can export the same.<br/>
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Related Topics: <br/>
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[[Working with the Dashboard]]<br/>
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[[ICM Help]]<br/>
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[[Glossary]]<br/>
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[[ICM Help|Home]]
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</font>
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Latest revision as of 08:27, 21 February 2018

Generating a Report

Using the Reports feature you can generate various types of reports.

To generate a Report:

  1. Click the Reports tile on My Dashboard. You can view the default and custom reports.
Default Report dropdown
  1. Select an option from the Defaults Reports drop-down menu if you want to view All, Legal & Compliance, Admin or Workflow Reports. Selecting an option will display reports for the selected category below.
 
 
3. Click the tile for the type of report you need to generate.
Default Reports Tiles
 
 
 
 
 
 
 
 
 
 
4. The report for the selected tile appears on a new tab. For example, selecting the Agreement Clause Content Report opens the report on a new tab displaying filters for the report.
 
 
5. On selecting the desired filters, click the View Report button to view the report.
View Report
 
6. Based on the permutations and combinations of the applied filter, the report is displayed with appropriate columns as shown in the figure below.
Report Example
 
Note: If you do not select a filter or apply incorrect filters, you see a message that filter parameters cannot be blank.

You can now export the report into Excel, CSV or PDF or schedule and email to be triggered when it is generated.

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