Reports-overview

Availability

Reports are available on the Standard, Professional and Premium plans, and are accessible to admin users. They can be filtered, downloaded and printed for analysis or sharing.

Report categories

General reports

Track contracts by status, contract type, department, approval workflow type, renewal type and initiated party, plus lists such as Active, Renewed, Extended, Amended, Expired and Terminated Contracts.

Activity or milestone reports

Monitor contracts at each milestone, including Contracts Pending for Approval, Negotiation or Signing, Contracts Waiting to be Active, Contracts Became Active Within a Period, and Upcoming Renewals.

Performance reports

Identify delays and inefficiencies with reports such as Average Cycle Time by Contract Type, Top Contracts with Long Cycle Time, Long Approval Time, Most Approval Rejections, Long Negotiation Time and Maximum Negotiation Cycles.

Clause reports

See how clause changes affect your contract portfolio with Clause Type vs. Number of Contracts and Clause vs. Number of Contracts.

Obligation reports

Track obligation progress and risk with Overdue Obligations, Recurring Obligations, and obligations broken down by owner, counterparty, priority or category.

Counterparty reports

Understand contract distribution by counterparty with Counterparties by Counterparty Type, Counterparty vs. Number of Contracts, and Counterparty vs. Number of Contracts Signed.

User reports

Measure user activity within the contract process, from contracts created and collaborated on, to approval and signing outcomes for each user.