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Updated on 9/26/2019
contract-lifecycle-management-publication
Reports
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Reports


CLM analyzes contract data and presents data-driven insights about your business through reports. CLM leverages ® Pentaho to enable you to create custom, detailed, and real-time reports. You can easily create reports instantaneously using the simple drag and drop options provided. PDF, EXCEL, HTML, and CSV formats are supported.

Reports can be shared and made available to users based on permission settings.

Data Sources

CLM enables you to configure custom reports based on data sources. Each data source consists of a variety of fields that you can use as rows and columns in your report. The data source you select will determine which fields available to create reports.  When you create a new report, CLM prompts you to select from available data sources. 

Data Source (Report Type)Description
Date Report
Use this data source to analyze contract data by date. You can use the available fields to report on specific periods, enabling you to evaluate performance year over year, for example. 
Action Execution Time 
Use this data source to analyze contract data by the average time it takes to execute a workflow action. Use the available fields to configure your report based on the users, departments, and actions. 
Contracts by Department 
Use this data source to analyze contract data by the volume of contracts assigned to a department. 
Contracts by Custom Field 
Use this data source to analyze data about number of contracts of specific type per any custom fields (except date type). 
Contracts by Custom Field (Number) 
Use this data source to analyze data about the Sum Value of a specific custom number field.          Example: This can be used per contract type and status level. 
Contracts by Custom Field Value 
Use this data source to analyze data from custom fields per specific contracts. 
Contract Assignee per Date 
Use this data source to analyze data about how many contracts are assigned to a specific user for a specific date range. 
Contracts by Date and Fields 
Use this data source to analyze data about how many contracts are created in a specific date range for a specified custom field, such as Country. 


See Create New Report for information on steps to create a new report.


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