Reports allow you to analyze your contract data using dynamic charts.
You can create them from Filtered views or directly from the Reports tab.
Access the Reports tab
Click on Reports in the side menu.
Select:
The scope (All contracts or Signed contracts)
The contract type
The analysis period (e.g. Since the beginning, Last 3 months, etc.)
The indicators and charts update automatically.
Create a custom report
From the Reports tab
Click on Create a new chart.
Configure the chart settings:
Chart type: Bar, Line, Pie
X-axis: analyzed field (e.g. Creation date)
Time grouping: Day, Month, Year
Y-axis: number of contracts
Advanced grouping: negotiation stage, contract type, owner, counterparty
Click Save view.
You can also print the displayed view from the Reports tab by clicking Print in the top right corner.
From the Filtered views tab
Open Filtered views.
Apply the desired filters.
Select Chart.
Adjust the display settings.
Name and save the view.
Display settings
Chart type
Bar
Line
Pie
Date display
Created date
Signature date
Start date
End date
Updated date
Time grouping
Day
Week
Month
Quarter
Year
Advanced grouping criteria
Negotiation stage
Template
Creator
Internal contact
Owner
Counterparty
Examples of useful reports
Track the evolution of signed contracts by template and year
Chart: Line
X-axis: Signature date (by year)
Y-axis: Grouped by template
Analyze contract distribution by counterparty
Chart: Pie
Group by: Counterparty
Identify upcoming NDA renewal periods by counterparty
Filter: Template = Confidentiality Bilateral
Chart: Bar
X-axis: End date
Y-axis: Grouped by counterparty
Find a saved report
Saved charts are available in the Filtered views tab.
You can edit them at any time by adjusting filters or chart settings. Don't forget to save changes.