Reports & Dashboards provides pre-defined reports and dashboards customized for Conga CLM users. Currently, there are four reports designed for Conga CLM users. 

Key features:

  • Run a report
  • Download a report in CSV, Excel, and PDF format
  • Sort data based on column values
  • Apply filters based on column values

Reports

Conga CLM contains the following pre-defined reports.

Field

Description

Contract Clause Report

Lists the contracts containing clauses

Contacts with Non-standard Legal Language

Lists the contracts containing non-standard legal language

Contract by Type/Stage

Lists the contracts by type or stage along with contract value

Contract Expiration - Year/Quarter/Month

Lists the contracts expiring this year, quarter, or month

Dashboards

Dashboards display key statistics in an understandable format, allowing you to gain insight to fulfill your business needs. The data from reports are displayed on Dashboards in visual formats, for example, charts, tables, or metrics. A report returns a set of records that meets certain criteria and displays it in organized rows and columns. The report data can be filtered, grouped, and displayed graphically as a chart or a table.

To access Reports and Dashboards

  1. Click App Launcher () icon.

  2. Click Reports and Dashboards from Shared Apps. This opens the Reports & Dashboards page with the pre-defined reports.

  3. Click the report name link to open its dedicated dashboard. On the dashboard, you have the flexibility to:
    • Apply filters: Apply filters to specific fields for refining your data view within the report. For example, to view Corporate records, click the Contract by Type/Stage link, select the filter icon () to apply filters, and you can view only Corporate records.

    • Sort data: Sort any available column and organize the dashboard information. You can choose between a table or list view.

    • Download: Export the reports in various formats, such as image, Excel, or CSV (comma-separated values), for further analysis or sharing.
    • Search data: Search for specific data in a report

    • Display charts:  Different charts (Pie, Bar, Line, Histogram, Funnel, Scatterplot, Summaries) ) are displayed that graphically show your custom report data.

      Hover your mouse over a chart to display the details.