You can now create custom reports to track and analyse key data from your contracts. These graphical reports are based on filtered views and offer advanced customization to meet your specific needs.
Create a Custom Report
Turn your filtered views into charts
Go to the Filtered Views tab.
Click on an existing view, then select the "Chart" option to start. Use the chart settings to highlight the data that interests you.
Want to extract data across all your contracts? Click on "+", then choose "Chart" to start and adjust the settings. You can always refine the data using filters.
Choose the Chart Type
Bar
Line
Pie
Configure Date Display
Created Date
Signature Date
Start Date
End Date
Updated Date
Define Grouping by Time Period
Day
Week
Month
Quarter
Year
Select Advanced Grouping Criteria
Negotiation Stage
Template
Creator
Internal Contact
Supervisor
Counterparty
Name and Save
Assign a name to your custom view.
Save the view for easy future access.
Examples of key parameters to track :
Trend in the Number of Signed Contracts by Template and Year
Chart: Line
X-Axis: Signature Date by year
Y-Axis: Grouping by template
Distribution of Your Contracts by Counterparty
Chart type: Pie
Grouping by: Counterparty
Upcoming NDA Renewal Periods by Counterparty
Filter: Template = NDA
Chart: Bar
X-Axis: End Date
Y-Axis: Grouping by counterparty
