With Reports, you can analyze historical documents based on the data collected in AI Summaries to spot contract trends.
- In the left-hand navigation, under Contract Automation, select Reports.
- In the Explore tab, click the Filters 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 View Results to generate the Report.
- 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.
4. You can download Reports by using the Actions button in the top-right corner. You can download Reports to Excel or save your Report by clicking the Actions button in the top-right corner. The available options are:
- Download XLS of Shown Data — downloads the Report you create
- Download XLS of Default Data — downloads all data stored on the Reports page that has been collected on your agreements
- Download Executed Documents — downloads the executed documents included in your Report
Save Report — saves the Report for future reference
5. If you would like to save the report, click Save Report, enter a name for the report, then select the access permission it should have, and click Save.