Types of Reports[edit]

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ICM delivers various reports on contracts and all related information. This provides valuable performance insights into all areas of contract.

Types of Reports

There are 2 types of reports:

1. Default Reports: 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 have been categorized into:

• Legal & Compliance:
• Admin:
• Workflow: indicates if the report is generic or related to a specific module, such as Admin/Agreement, etc.

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

Each of the reports will fit into one of the above mentioned categories. Based on their usage, these reports are either displayed on the Agreement Details page or on different tabs of the Reports tile.

2. Custom Reports: These reports can be generated for customers:

• who have access to the ICM DB, so that they can themselves develop reports on the ICM database.
• who ask Icertis to deploy these reports as custom reports. 

You can view all the reports on the screen and also have the option to filter the reports based on the grouping, either through a drop-down option or through tabs. Either ways, the user can ignore the grouping and view all reports at once. The user can then access individual reports by clicking on them.

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