Reports and Dashboards provides pre-defined reports and dashboards customized for Conga CLM users.

Reports: 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.

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, such as, charts, tables, or metrics.

Some of the key features helpful for CLM users are:

• Run reports based on contract and clause data.
• Search for specific data in a report.
• Sort any available column and organize the dashboard information.
• Apply filters to specific fields for refining your data view within the report.
• Download the reports in .jpeg format or export in various formats, such as Excel, or CSV (comma-separated values), for further analysis or sharing.
• Displays different charts (Pie, Bar, Line, Histogram, Funnel, Scatterplot, Summaries) showing your custom report data.
• Hover your mouse over a chart to display the details.
• View the reports as list view or in table format.
• View contract record: To navigate to the contract record to view details, click the contract name link. For example, the Contracts by Type/Stage/Value report includes the Contract Name field as a hyperlink, allowing users to navigate directly to the record. However, some dashboards, such as the CLM Admin Dashboard, do not include a Contract Name field at all, so hyperlinks are not available in those reports. This behavior is report-specific and not applicable to all reports.

Go to Contract Apps and click CLM Dashboard () icon to open Reports and Dashboards page. This page displays the following two sections:

• MY REPORTS
• COMPANY REPORTS

For more information, see Reports and Dashboards topic in Conga Advantage Platform for Administrators Guide.