Reports-overview

1. Feature Availability

• Plans: Standard, Professional, Premium
• Access: Admin users only

Reports can be filtered, downloaded, and printed for easy analysis and sharing.

2. List of Standard Reports

Reports are categorized by key contract lifecycle elements. Below is a breakdown of all standard report categories available in Zoho Contracts:

1. General Reports

Track contract data using core attributes such as status, type, department, or initiator.

Available Reports:

• Contracts by Status
• Contracts by Contract Type
• Contracts by Department
• Contracts by Approval Workflow Type
• Contracts by Renewal Type
• Contracts by Initiated Party
• Active Contracts
• Renewed Contracts
• Extended Contracts
• Amended Contracts
• Expired Contracts
• Terminated Contracts

2. Activity or Milestone Reports

Monitor contracts at various milestones from Draft to Active.

Available Reports:

• Contracts Pending for Approval
• Contracts Pending for Negotiation
• Contracts Pending for Signing
• Contracts Waiting to be Active
• Contracts Became Active Within a Period
• Upcoming Renewals

3. Performance Reports

Analyze contract execution to identify delays and inefficiencies.

Available Reports:

• Average Cycle Time by Contract Type
• Top Contracts with Long Cycle Time
• Top Contracts with Long Approval Time
• Top Contracts with Most Approval Rejections
• Top Contracts with Long Negotiation Time
• Top Contracts with Maximum Negotiation Cycles

4. Clause Reports

Evaluate how clause changes impact your contracts portfolio.

Available Reports:

• Clause Type vs. Number of Contracts
• Clause vs. Number of Contracts

5. Obligation Reports

Track the progress and status of contractual obligations to manage risk.

Available Reports:

• Overdue Obligations
• Recurring Obligations
• Obligations by Obligation Owner
• Obligations by Counterparty
• Obligations by Priority
• Obligations by Status
• Obligations by Obligation Category

6. Counterparty Reports

Understand contract distribution by counterparty or counterparty type to strengthen negotiation strategies.

Available Reports:

• Counterparties by Counterparty Type
• Counterparty vs. Number of Contracts
• Counterparty vs. Number of Contracts Signed

7. User Reports

Measure user performance within the contract management process.

Available Reports:

• Users vs. Number of Created Contracts
• Users vs. Number of Contracts Collaborated
• Users vs. Number of Approval Pending Contracts
• Users vs. Number of Approved Contracts
• Users vs. Number of Approval Rejected Contracts
• Users vs. Number of Sign Pending Contracts
• Users vs. Number of Signed Contracts
• Users vs. Number of Sign Declined Contracts