From ICIHelp7.15
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<div class="note-box">Note: If you select incorrect filters are applied or you do not select a filter, you see a message that filter parameters cannot be blank.</div> | <div class="note-box">Note: If you select incorrect filters are applied or you do not select a filter, you see a message that filter parameters cannot be blank.</div> | ||
<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> | <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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Revision as of 14:38, 17 November 2017
Generate a Report
Using the Reports feature you can generate various types of reports.
To generate a report:
- Click the Reports tile on My Dashboard. You can view the default and custom reports.
- 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.
- Click the tile for the type of report you need to generate.
- 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.
- On selecting the desired filters, click the View Report button to view the report.
- Based on the permutations and combinations of the applied filter, the report is displayed with appropriate columns as shown in the figure below.
Note: If you select incorrect filters are applied or you do not select a filter, 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.
