Reports and Dashboards
Reports & Dashboards provides pre-defined reports and dashboards customized 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 |
|---|---|
|
CLM Admin Dashboard |
Displays key metrics and visual insights into contract creation and amendment activities over time. This dashboard helps administrators to track system usage, identify trends, and monitor operational performance. |
|
Contract Cycle Time Report |
Displays average time taken for contracts to move from one stage to another. Displays the data based on record type and stage |
|
High Risk Contract Report |
Lists the contracts with high risk |
|
High Value Contracts Due for Renewal |
Lists the contracts with high value due for renewal |
|
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/Value |
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.
