Create a new report chart

Last updated on 30 Jun 2023

Creating Reports

Agreement reports allow the user to create a view of agreements within a defined time frame and represented in a numerical summary table with at least one chart (the type of chart depends on the report you run).

To create a new agreement report:

Select New Report
Select a report type.
Select one or more charts for the report.

Click Continue.
Define the filters for the report.

Click View Report.
The page refreshes and displays the report with the filters listed across the top.

Click Save.
Provide a Report name and click Save.

This report name is what is used to identify the report on your Reports filter page.
The page refreshes to the default Overview dashboard and a success message is displayed indicating the report has been saved.

At any time you can return to the Report filter for the report type you used and open the report to view it with current data.