Agreement Explorer Reports
Agreement Explorer is a powerful search and reporting feature that allows you to search for records in the Agreement object through the use of configurable and reusable search reports. This feature complements standard reporting views to satisfy the demands of many Conga CLM customers who require more powerful, specific search results and related exports to Excel to satisfy their business needs. Agreement Explorer expands your access to agreements by providing reusable searches with configurable fieldsets and filtered lists for multiple contexts associated with agreements. You can use these reports to discover and expose record lists for agreement searches, the hierarchies of agreements and accounts, and a combination of account hierarchies and the individual account’s related agreement hierarchies. Users can create published lists of available reports, which can then be complemented by users creating and saving their own public or private ad-hoc reports. The resulting reports can be exported to Excel.
Agreement Explorer Report Types
The key to understanding how to create and use Agreement Explorer reports effectively is to understand the application types assigned to each report. When you create an Agreement Explorer report as an administrator, you are required to define the context (type). The type determines the list of records and hierarchy displayed in the results available to the user. There are three types available for reports:
|
Report Type |
Report Location |
Description |
|---|---|---|
|
Agreement Search |
Agreement Explorer Tab |
Returns a filtered list of agreement records. For example, return all the agreements filtered by Status Category and Status. These results do NOT display Agreement Hierarchy. |
|
Agreement |
Agreement Record, Agreement Explorer Tab |
Returns a filtered, hierarchical list of agreements with the current record highlighted. Records in this list represent a hierarchy of parent and child agreements with the current record as context. |
|
Agreement Hierarchy by Account(s) |
Agreement Record, Account Record, Agreement Explorer tab |
Returns a filtered, hierarchical list of agreements associated with one or more chosen account records. Records in this list represent a hierarchy of parent and child agreements for all specified accounts. |
For more detailed information on how to run, use and maintain Agreement Explorer reports, see About Agreement Explorer Reports.
Configuring Admin Settings
The APTS_AdminProfiles admin entry should be configured to use Agreement Explorer.
Add Custom Buttons to Page Layouts
To enable default Agreement Explorer reports to be run from Agreement or Account records, an administrator must add custom buttons to the Agreement and Account object page layouts. Users and administrators use these custom buttons to run existing reports or to create "ad hoc" reports as required.
The following custom buttons must be added to their respective layouts:
- Add two (2) buttons to the Agreements page (Agreement Page Layout):
- View Agreement Hierarchy
- View Hierarchy for Account
- Add one (1) button to the Accounts page (Account Page Layout): View Hierarchy for Account
All custom buttons are already provided with installation of the Apttus Contract Management package. For information on how to add Custom Links and/or Buttons to object page layouts, please refer to Salesforce documentation on Customizing Page Layouts and Customizing Search Layouts .
