Reports Overview[edit]

Reports Overview

ICM provides 20 basic reports that have been strategically articulated to cater specific business needs. They provide an insight to different entities, states and progress of your Agreements, Clauses and Templates so that you can take necessary actions. They enable you make informed decisions by analysing processes, cycle times, deviations, risks (expiry, renewal, actions pending, and so on.) and SLA’s at each level of an Agreement. Using the correct filters to generate vital reports provides clarity, allows you to correlate functionalities, and improve response time. Such information is valuable to the organization and has a positive impact on your business. It helps you identify future direction, improve performance, mitigate risk and increase revenue.

In ICM, reports have been grouped based on their usage into Admin, Legal and Compliance, and Workflow for ease-of-use. You can view only those reports that you are authorized to. You can either view all reports together or you have the option to filter the reports based on the grouping, using the drop-down or the tabs. You can access individual reports by clicking on them and providing filters for each of them based on your specific requirement.

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

You also have the option to export the reports to Excel, CSV or PDF formats. ICM also allows you to configure your system to trigger an email to your Inbox when you generate a report.

 

Types of Reports

In this section, let us understand ICM Reports in detail.

Reports are mainly divided into 2 groups:

1. Default Reports: ICM provides 20 basic reports that have been strategically designed to cater to specific business needs. Although these reports are default, the user will only be able to view the reports that they are authorized to. Based on their usage, these reports are displayed on the Agreement Details page or the Report tile.
2. Custom Reports: These reports are customized for a customer based on their requirement.

 

Categories of Reports

Reports that are available on different tabs of the Reports tile are further categorized into three groups: 

1. Legal & Compliance
2. Admin
3. Workflow

Reports that are agreement specific are available on the Agreement Details page. 

Note: Although these reports are default, you can only view the reports that you are authorized to. 

 

 

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