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How to Create Reports

Updated

With Reports, you can analyze historical documents based on the data collected in AI Summaries to spot contract trends.

  1. Navigate to the Reports page from the dropdown menu.
    Reports arrow.png
  2. In the Explore tab, click the Add Filter button to drill into specific details in your agreements. You can scroll through the list of options or use the search bar. After selecting the data points you want to display, click Show Results to generate the Report.

    Reports add filter arrow.png

    Reports filters non-solicit arrow.png

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  3. You can display more data points in Reports by using the Column dropdown menu. Scroll through the list of options or use the search bar. Click the checkbox to add the new column to the Report.
    Reports yes non-solicit column arrow.png

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    Reports - duration in report arrow.png


  4. You can download Reports to excel by using the Download dropdown menu. Selecting XLS of shown data will download the Report you create while XLS of default data will download all data stored on the Reports page that has been collected on your agreements.

    Reports - download arrow.png

 

 

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