Reports - Revision history

IDT-1 at 10:50, 9 June 2022

2022-06-09T10:50:47Z

IDT-1 at 09:55, 23 May 2022

2022-05-23T09:55:24Z

IDT-1 at 13:36, 17 May 2022

2022-05-17T13:36:29Z

IDT-1 at 13:28, 17 May 2022

2022-05-17T13:28:54Z

Show changes

IDT-1 at 13:09, 17 May 2022

2022-05-17T13:09:37Z

IDT-1 at 12:47, 17 May 2022

2022-05-17T12:47:28Z

IDT-1: Undo revision 24212 by IDT-1 (talk)

2022-05-17T11:47:39Z

Undo revision 24212 by IDT-1 (talk)

IDT-1 at 11:33, 17 May 2022

2022-05-17T11:33:53Z

IDT-1 at 11:26, 17 May 2022

2022-05-17T11:26:58Z

IDT-1 at 11:14, 17 May 2022

2022-05-17T11:14:38Z

@@ Line 381: / Line 381: @@
 [[File:User Login Report.png|RTENOTITLE]]
 </div>
 == AI Model Training Performance Report ==
@@ Line 402: / Line 403: @@
 You can filter the report to view results for specific Attributes either from the Attribute filter provided at the top or by clicking the specific attribute name in the Attributes column in the report table.
 <div class="image-green-border">[[File:7.16 AI Training Report.png|720px|7.16 AI Training Report.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The chart will represent the AI Model Accuracy graph for selected Attributes in different colors. For example, the report below shows the Payment Terms and Late Payment attributes accuracy trend.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
-'''Related Topics:'''&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[Agreement_Details_Page_Reports|Agreement Details Page Reports]]&nbsp;|&nbsp;[[Legal_and_Compliance|Legal and Compliance Reports&nbsp;]]| [[Admin_Reports|Admin Reports]] | [[Workflow_Reports|Workflow Reports]]&nbsp;| [[Power_BI_Integration_with_ICM|Power BI Integration with ICI]]&nbsp; |&nbsp;[[Clause_and_Deviation_Insight_Reports|Clause and Deviation Insight Reports]]&nbsp;| [[Obligation_Management_Reports|Obligation Management Reports ]]| [[Sourcing_Reports|Sourcing Reports]]&nbsp;|&nbsp;[[Release_Notes|Release_Notes]]&nbsp;|
+'''Related Topics:'''&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[Agreement_Details_Page_Reports|Agreement Details Page Reports]]&nbsp;|&nbsp;[[Legal_and_Compliance|Legal and Compliance Reports&nbsp;]]| [[Admin_Reports|Admin Reports]] | [[Workflow_Reports|Workflow Reports]]&nbsp;| [[Power_BI_Integration_with_ICI|Power BI Integration with ICI]]&nbsp; |&nbsp;[[Clause_and_Deviation_Insight_Reports|Clause and Deviation Insight Reports]]&nbsp;| [[Obligation_Management_Reports|Obligation Management Reports ]]| [[Sourcing_Reports|Sourcing Reports]]&nbsp;|&nbsp;[[Release_Notes|Release_Notes]]&nbsp;|

@@ Line 195: / Line 195: @@
 <div class="image-green-border">&nbsp;</div>
 &nbsp;
@@ Line 204: / Line 205: @@
 This release introduces multiple core reports as part of platform analytics in direct query and import mode such as:
 *Agreement Deviation Report
 *Agreements Pending Approval
@@ Line 268: / Line 270: @@
 A new window is popped where user can write the name of the file he wants to save. Click on “Save” button.&nbsp;&nbsp;
 &nbsp;
@@ Line 325: / Line 339: @@
 This report provides summerized information based on “Clause Name” and “Clause Version”.
-[[File:8.1 Clause Summary Report page.PNG|520px]]
+[[File:8.1 Clause Summary Report page.PNG|520px|8.1 Clause Summary Report page.PNG]]
 CLM Activity Report

@@ Line 195: / Line 195: @@
 <div class="image-green-border">&nbsp;</div>
 &nbsp;
@@ Line 239: / Line 240: @@
 #A table containing following columns – &nbsp;
 #Clause code, Clause name, Clause version, Clause created by, Clause created on, Version updated on, Is template variable, Is extended attribute, Attribute display name&nbsp;
-<div class="image-green-border">[[File:Tagged Attribute 2.PNG|720px]]</div> <div class="image-green-border">&nbsp;</div> <ol start="2">
+<div class="image-green-border">[[File:Tagged Attribute 2.PNG|720px|Tagged Attribute 2.PNG]]</div> <div class="image-green-border">&nbsp;</div> <ol start="2">
 <li>'''Select''' appropriate filter criteria to generate the report.</li>
 </ol>
-<div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.1 Tagged Attribute 3.PNG|720px]]</div> <div class="image-green-border">&nbsp;</div> <ol start="3">
+<div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.1 Tagged Attribute 3.PNG|720px|8.1 Tagged Attribute 3.PNG]]</div> <div class="image-green-border">&nbsp;</div> <ol start="3">
 <li>'''Click '''on “Templates” tab, to open Templates report. Similar filters and cards are displayed with Last refresh Date and Time along with title “Report Generated On”. Also, “Single Attribute Name” selected on “Clauses” tab remains same on “Templates” tab.&nbsp;</li>
 </ol>
-<div class="image-green-border">[[File:8.1 Tagged Attribute 4.PNG|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">For ICI user with “Manage” access:&nbsp;</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">[[File:8.1 Tagged Attribute 4.PNG|720px|8.1 Tagged Attribute 4.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">For ICI user with “Manage” access:&nbsp;</div> <div class="image-green-border">&nbsp;</div>
 #Click on “Reports” tile on Home page, click on “Tagged Attribute Reports” with PowerBI tag.&nbsp;
 #Observe that it has all the functionalities same as when user had “View” access but now user can edit and save report with different name.&nbsp;
@@ Line 254: / Line 255: @@
 </ul>
-[[File:8.1 Manage access 5.PNG|720px]]
+[[File:8.1 Manage access 5.PNG|720px|8.1 Manage access 5.PNG]]
 <ol start="3">
 <li>User can change view from left corner drop down “View”&nbsp;</li>
 </ol>
-[[File:8.1 Tagged Attribute View 6.PNG|720px]]
+[[File:8.1 Tagged Attribute View 6.PNG|720px|8.1 Tagged Attribute View 6.PNG]]
 <ol start="4">
 <li>User can save the report with different name by clicking on “File” > “Save as”&nbsp;</li>
 </ol>
-[[File:8.1 Tagged Attribute Save 7.PNG|720px]]
+[[File:8.1 Tagged Attribute Save 7.PNG|720px|8.1 Tagged Attribute Save 7.PNG]]
 A new window is popped where user can write the name of the file he wants to save. Click on “Save” button.&nbsp;&nbsp;
@@ Line 317: / Line 318: @@
 [[File:Clauses pending Approval.png|RTENOTITLE]]
 CLM Activity Report

@@ Line 195: / Line 195: @@
 <div class="image-green-border">&nbsp;</div>
 &nbsp;
@@ Line 224: / Line 225: @@
 This report provides details related to Agreements that have registered deviations from the standard Clause language definitions in the library.
 == AI Model Training Performance Report ==

@@ Line 195: / Line 195: @@
 <div class="image-green-border">&nbsp;</div>
 &nbsp;
 == Viewing Platform Analytics Report ==
@@ Line 220: / Line 221: @@
 To view Platform Analytics Reports follow steps as shown in following example.
-Example: Tagged Attribute Report
+Agreement Deviation Report
-−
-For ICI user with “View” access:&nbsp;
-−
-On Reports page, “Tagged Attribute Report” is available in PowerBI.&nbsp;
-−
-#Click on “Reports” tile on Home page, observe “Tagged Attribute Reports” tabs. Click on PowerBI report.&nbsp;
-#On report page
-##“Clauses” and “Templates” tabs are displayed&nbsp;
-##Report data is refreshed once a day. Last refresh Date and Time is displayed at the top right corner of the report with title “Report Generated On”.
-##“Attribute Name”, “Clause Created By” and “Contract Type” filters are provided .
-##“Count of Clauses”, “Data Type” and “Is Global” cards are displayed below the filters .
-##A table containing following columns –&nbsp;&nbsp;Clause code, Clause name, Clause version, Clause created by, Clause created on, Version updated on, Is template variable, Is extended attribute, Attribute display name&nbsp;&nbsp;&nbsp;
-#<div class="image-green-border">[[File:Tagged Attribute 2.PNG|520px|Tagged Attribute 2.PNG]]</div>
-<ol start="3">
-<li>Select appropriate filter criteria to generate the report.&nbsp;</li>
-</ol>
-<div class="image-green-border">[[File:8.1 Tagged Attribute 3.PNG|520px|8.1 Tagged Attribute 3.PNG]]</div> <ol start="4">
-<li>Click on “Templates” tab, to open Templates report. Similar filters and cards are displayed with Last refresh Date and Time along with title “Report Generated On”. Also, “Single Attribute Name” selected on “Clauses” tab remains same on “Templates” tab.&nbsp;</li>
-</ol>
-<div class="image-green-border">[[File:8.1 Tagged Attribute 4.PNG|520px|8.1 Tagged Attribute 4.PNG]]</div>
-For ICI user with “Manage” access:&nbsp;
-−
-#Click on “Reports” tile on Home page, click on “Tagged Attribute Reports” with PowerBI tag.&nbsp;
-#Observe that it has all the functionalities same as when user had “View” access but now user can edit and save report with different name. <ol start="1" style="list-style-type: lower-roman;">
-</ol>  </ol>
-</ol>
+This report provides details related to Agreements that have registered deviations from the standard Clause language definitions in the library.
 == AI Model Training Performance Report ==

@@ Line 194: / Line 194: @@
 Customized reports created and saved in the My Reports section can further be shared with other users through Security Groups. These reports are indicated with a shared report icon and will be available to other users under Custom Reports on the Reports page.
 <div class="image-green-border">&nbsp;</div>
 == Viewing Platform Analytics Report ==
@@ Line 227: / Line 228: @@
 #Click on “Reports” tile on Home page, observe “Tagged Attribute Reports” tabs. Click on PowerBI report.&nbsp;
 #On report page&nbsp;&nbsp; <ol start="1" style="list-style-type: lower-roman;">
 </ol>  </ol>
-*Pending with: You can apply multiple filters such as users from the available list. This displays the count of agreements created by selected users that are pending for approval per contract type and the count of agreements created in the last 30 or 31 to 60 days (count of agreements by ageing days).
+*“Clauses” and “Templates” tabs are displayed&nbsp;
 <div class="image-green-border">[[File:Agreement Pending Approval.png|720px|Agreement Pending Approval.png]]</div>
 You can view the agreement details by scrolling down on the Agreements Pending Approval&nbsp;page.
@@ Line 293: / Line 317: @@
 User Login Report&nbsp;
 <div class="image-green-border">[[File:User Login Report.png|720px|User Login Report.png]]</div> <div class="image-green-border">&nbsp;</div>
 == AI Model Training Performance Report ==