From ICIHelp7.15
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[[Types_of_Reports|<span style="font-family:">Categories of Reports</span>]] | [[Types_of_Reports|<span style="font-family:">Categories of Reports</span>]] | ||
| − | + | Default reports are categorized as: | |
#Legal & Compliance – | #Legal & Compliance – | ||
#Admin – | #Admin – | ||
#Workflow – indicates if the report is generic or related to a specific module, such as Admin/Agreement, etc. | #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. | ||
<font face="Segoe UI">[[Generate_a_Report|Generate a Report]]</font> | <font face="Segoe UI">[[Generate_a_Report|Generate a Report]]</font> | ||
Revision as of 15:25, 17 November 2017
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:
- 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.
