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Reporting

Managing Reports

The managing report section lets admins save, view, and rerun reports with preset filters, and download them in Excel or PDF formats.

Saving process reports

It is possible to save a report with a unique name, which will save the set of input parameters quick access to them later. To save a set of input parameters for a report:
  1. Once a report has been run, click the
    Save report
     button.
  2. Enter a unique name for the set of input parameters. The default name is “Report Type (Period)”. This can be changed if required.
Your saved reports are available on
My reports
 tab in
Analytics
.
All reports
 tab contains your own saved reports and/or reports saved by other Administrators.
Click on the name of a report to run the report.
Saved reports tab in Analytics tab.

Viewing recent reports

Administrators can view a list of the last 10 reports that have been run by all Administrators on the
Recent reports
 tab in
Analytics
.
To run a recent report, click on the name of the report.
Viewing recent reports tab in Analytics section.

Downloading process reports

Administrators can download Excel or pdf versions of each report.
To get the Excel version of the report click on the
Export
 button on the page of the report.
To get the pdf version of the report click on the
Print
 button on the page of the report.
File format options to save reports from Analytics tab.

This article applies to:

  • Product: Contract Express