From ICIHelp7.15
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| + | = Generating a Report = | ||
<font face="Segoe UI">Using the Reports feature you can generate various [[Types_of_Reports|types of reports]].</font> | <font face="Segoe UI">Using the Reports feature you can generate various [[Types_of_Reports|types of reports]].</font> | ||
| − | === <font face="Segoe UI">'''To generate a | + | === <font face="Segoe UI">'''To generate a Report:'''</font> === |
#'''Click''' the ''Reports'' tile on ''My Dashboard''. You can view the default and custom reports. | #'''Click''' the ''Reports'' tile on ''My Dashboard''. You can view the default and custom reports. | ||
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#On selecting the desired filters, '''click''' the ''View Report'' button to view 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. | #Based on the permutations and combinations of the applied filter, the report is displayed with appropriate columns as shown in the figure below. | ||
| − | <div class="note-box">Note: If you do not select a filter or apply incorrect filters, you see a message that filter parameters cannot be blank.</div> | + | <div class="note-box">'''Note:''' If you do not select a filter or apply incorrect filters, 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> | ||
Revision as of 16:32, 17 November 2017
Generating 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 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.
