Admin Reports - Revision history

WikiSysop at 09:23, 12 December 2021

2021-12-12T09:23:16Z

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IDT-1 at 09:37, 6 December 2021

2021-12-06T09:37:53Z

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WikiSysop at 12:07, 4 June 2021

2021-06-04T12:07:51Z

IDT-1 at 05:01, 25 January 2021

2021-01-25T05:01:30Z

IDT-1 at 11:10, 20 January 2021

2021-01-20T11:10:51Z

WikiSysop at 06:42, 18 September 2020

2020-09-18T06:42:23Z

WikiSysop at 06:34, 18 September 2020

2020-09-18T06:34:55Z

IDT-1 at 04:27, 18 September 2020

2020-09-18T04:27:05Z

WikiSysop at 17:52, 17 September 2020

2020-09-17T17:52:26Z

WikiSysop at 16:35, 17 September 2020

2020-09-17T16:35:51Z

@@ Line 41: / Line 41: @@
 *''Contract Type Name, Clause Name, Clause Code, Clause Version, Template Name, Template Code,'' and&nbsp;''Template Version.''
-<div class="image-green-border">[[File:Reports Admin ClauseProfillingReport.png|720px|RTENOTITLE]]</div>
+<div class="image-green-border">[[File:Reports Admin ClauseProfillingReport Update.png|720px]]</div>
 &nbsp;
 == Clause Summary Report ==
@@ Line 94: / Line 93: @@
 *Export: '''Select''' the format to which you want to export the clause summary report. You can export it to Excel, PDF and CSV (comma delimited) format.
 *Refresh: '''Click''' Refresh to refresh the clause summary report page to view the latest information on the Clause Summary Report page.
-<div class="image-green-border">[[File:7.14-ClauseSummaryReport-Export.png|720px|7.14-ClauseSummaryReport-Export.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The report is enhanced to display a Clause Extension Summary which displays details on extended clause attributes. If the Clause Extended Entity is defined for an ICI instance, then this report will display the information of the clause extension attributes. Further, the Clause Extension Summary will display the latest values of clause extension attributes.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The additional attributes added for the clause will be displayed in the Clause Extension Summary section.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.15 CSR.png|720px]]</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">[[File:7.14-ClauseSummaryReport-Export.png|720px|7.14-ClauseSummaryReport-Export.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The report is enhanced to display a Clause Extension Summary which displays details on extended clause attributes. If the Clause Extended Entity is defined for an ICI instance, then this report will display the information of the clause extension attributes. Further, the Clause Extension Summary will display the latest values of clause extension attributes.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The additional attributes added for the clause will be displayed in the Clause Extension Summary section.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.15 CSR.png|720px|7.15 CSR.png]]</div> <div class="image-green-border">&nbsp;</div>
-−
 == Template Clause Report ==
@@ Line 225: / Line 223: @@
 &nbsp;
 == Masterdata Information Report ==
@@ Line 288: / Line 287: @@
 . '''Click '''the ''Reports ''tile on the ''Home ''page. The Reports page opens.
-[[File:7.15 Tagged Attributes Report 01.png|720px]]<br/> &nbsp;<br/> 2. '''Click '''through to the Tagged Attributes Report using the right arrow icon. The report page opens.
+[[File:7.15 Tagged Attributes Report 01.png|720px|7.15 Tagged Attributes Report 01.png]]<br/> &nbsp;<br/> 2. '''Click '''through to the Tagged Attributes Report using the right arrow icon. The report page opens.
-[[File:7.15 Tagged Attributes Report 02.png|720px]]
+[[File:7.15 Tagged Attributes Report 02.png|720px|7.15 Tagged Attributes Report 02.png]]
 &nbsp;<br/> 3. '''Filter '''using the following criteria:
@@ Line 300: / Line 299: @@
 . '''Click '''''View Report''. The Tagged Attributes Report is displayed.
-[[File:7.15 Tagged Attributes Report 03.png|720px]]<br/> &nbsp;<br/> The report displays ''Attribute Name'', ''Data Type'' of the attribute and whether the attribute ''Is Global''. It further displays two sections:
+[[File:7.15 Tagged Attributes Report 03.png|720px|7.15 Tagged Attributes Report 03.png]]<br/> &nbsp;<br/> The report displays ''Attribute Name'', ''Data Type'' of the attribute and whether the attribute ''Is Global''. It further displays two sections:
 *Clauses: Displays columns ''Clause Code, Clause Name, Contract Type, Clause Version, Clause Created By, Clause Created On, Version Updated On, Is Template Variable, Is Extended Attribute'' and ''Attribute Display Name''.
-&nbsp;[[File:7.15 Tagged Attributes Report 04.png|720px]]
+&nbsp;[[File:7.15 Tagged Attributes Report 04.png|720px|7.15 Tagged Attributes Report 04.png]]
 *Templates: Displays ''Template Code, Template Name, Contract Type, Template Version, Template Created By, Template Created On, Version Updated On, Is Template Variable'' and ''Attribute Display Name''.
-&nbsp;[[File:7.15 Tagged Attributes Report 05.png|720px]]
+&nbsp;[[File:7.15 Tagged Attributes Report 05.png|720px|7.15 Tagged Attributes Report 05.png]]
-[[File:7.15 Tagged Attributes Report 06.png|720px]]<br/> &nbsp;<br/> The report can be downloaded in standard formats of Excel, PDF and CSV.<br/> [[File:7.15 Tagged Attributes Report 07.png|720px]]&nbsp;<br/> &nbsp;
+[[File:7.15 Tagged Attributes Report 06.png|720px|7.15 Tagged Attributes Report 06.png]]<br/> &nbsp;<br/> The report can be downloaded in standard formats of Excel, PDF and CSV.<br/> [[File:7.15 Tagged Attributes Report 07.png|720px|7.15 Tagged Attributes Report 07.png]]&nbsp;<br/> &nbsp;
 </div>
 &nbsp;

@@ Line 43: / Line 43: @@
 <div class="image-green-border">[[File:Reports Admin ClauseProfillingReport.png|720px|RTENOTITLE]]</div>
 &nbsp;
 == Clause Summary Report ==
@@ Line 93: / Line 94: @@
 *Export: '''Select''' the format to which you want to export the clause summary report. You can export it to Excel, PDF and CSV (comma delimited) format.
 *Refresh: '''Click''' Refresh to refresh the clause summary report page to view the latest information on the Clause Summary Report page.
-<div class="image-green-border">[[File:7.14-ClauseSummaryReport-Export.png|720px|7.14-ClauseSummaryReport-Export.png]]</div>
+<div class="image-green-border">[[File:7.14-ClauseSummaryReport-Export.png|720px|7.14-ClauseSummaryReport-Export.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The report is enhanced to display a Clause Extension Summary which displays details on extended clause attributes. If the Clause Extended Entity is defined for an ICI instance, then this report will display the information of the clause extension attributes. Further, the Clause Extension Summary will display the latest values of clause extension attributes.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The additional attributes added for the clause will be displayed in the Clause Extension Summary section.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.15 CSR.png|720px]]</div> <div class="image-green-border">&nbsp;</div>
 == Template Clause Report ==

@@ Line 222: / Line 222: @@
 &nbsp;
 == Masterdata Information Report ==
@@ Line 274: / Line 275: @@
 A link to the ''User Groups'' is provided in the report that directs the user to the User Group page where you can manually verify if the particular Masterdata value (provided in the filter) is referred anywhere in the User Group.
-<div class="image-green-border">[[File:7.12 Masterdata Information Report User Groups.PNG|720px|7.12 Masterdata Information Report User Groups.PNG]]</div>
+<div class="image-green-border">[[File:7.12 Masterdata Information Report User Groups.PNG|720px|7.12 Masterdata Information Report User Groups.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">
 &nbsp;

@@ Line 51: / Line 51: @@
 .&nbsp;'''Click''' ''Reports'' tile. The ''Reports'' page opens.
-<div class="image-green-border">[[File:7.14-ClauseSummaryReport.png|720px]]</div>
+<div class="image-green-border">[[File:7.14-ClauseSummaryReport.png|720px|7.14-ClauseSummaryReport.png]]</div>
 .&nbsp;'''Click''' the arrows on the ''Reports'' page to navigate to the ''Clause Summary Report''.&nbsp;
-<div class="image-green-border">[[File:7.14-ClauseSummaryReport1.png|720px]]</div>
+<div class="image-green-border">[[File:7.14-ClauseSummaryReport1.png|720px|7.14-ClauseSummaryReport1.png]]</div>
 .&nbsp;'''Click''' ''Clause Summary Report''. The ''Reports'' page opens displaying the ''Clause Name'' and ''Clause version'' list.
-<div class="image-green-border">[[File:7.14-ClauseSummaryReport2.png|720px]]</div>
+<div class="image-green-border">[[File:7.14-ClauseSummaryReport2.png|720px|7.14-ClauseSummaryReport2.png]]</div>
 .&nbsp;'''Select''' the ''Clause Name'' and the ''Clause version'' from the list and '''click''' ''View Report''. For example, select Liquidated Damages Clause as the clause name and Select All to select clause versions 1 and 2. &nbsp;&nbsp;
 <div class="note-box">'''Note''':&nbsp;By default, all the available clause versions will be selected. You can select any one or more than one version at a time to generate the report.</div>
@@ Line 61: / Line 61: @@
 *Clause Summary:&nbsp;Displays information about the selected clause such as the ''Clause Name, Clause Code, Created By, Created On, Clause Language'', whether the selected clause is a Primary Clause, if the selected clause is not a primary clause it displays the linked primary clause.
-<div class="image-green-border">[[File:7.14-ClauseSummaryReport3.png|720px]]</div>
+<div class="image-green-border">[[File:7.14-ClauseSummaryReport3.png|720px|7.14-ClauseSummaryReport3.png]]</div>
 *Clause Version Summary: Displays the following information.
 **Version:&nbsp;The different versions of the clause are listed as column headers. Details of each version are displayed in a separate column. Clicking the version number displays a sub-report for that version.
@@ Line 67: / Line 67: @@
 **Approvers: Displays the approver user added to the clause team. If there are no approvers added to the clause team this field will not display any information.
 **Is Latest: Displays ''Yes'' if the selected clause version is the latest version available in the system for the selected clause.
-**<div class="image-green-border">Contract Types: Displays the list of contract types with which the selected version of the clause is associated. For example, Purchase Agreement.[[File:7.14-ClauseSummaryReportSummary.png|720px]]</div>
+**<div class="image-green-border">Contract Types: Displays the list of contract types with which the selected version of the clause is associated. For example, Purchase Agreement.</div>
-**Clause Group: Displays the name of the Clause group to which the selected clause version belongs.&nbsp;
+<div class="image-green-border">[[File:7.14-ClauseSummaryReportSummary.png|720px|7.14-ClauseSummaryReportSummary.png]]</div> <ul style="margin-left: 40px;">
-**Is Alternate Clause:&nbsp;Displays a Yes or No depending on whether the selected clause version is an alternate version of another clause or not.
+<li>Clause Group: Displays the name of the Clause group to which the selected clause version belongs.&nbsp;</li>
-**Alternate Of: Displays the name of the clause of which the selected clause version is an alternate.
+<li>Is Alternate Clause:&nbsp;Displays a Yes or No depending on whether the selected clause version is an alternate version of another clause or not.</li>
-**Is Mandatory:&nbsp;Displays a ''Yes'' or ''No'' depending on whether the selected clause version is mandatory to be added to the contract.
+<li>Alternate Of: Displays the name of the clause of which the selected clause version is an alternate.</li>
-**Is Editable: Displays a ''Yes'' or ''No'' value depending on whether the selected clause version can be edited when used.
+<li>Is Mandatory:&nbsp;Displays a ''Yes'' or ''No'' depending on whether the selected clause version is mandatory to be added to the contract.</li>
-**Deviation Analysis: Displays a ''Yes'' or ''No'' value depending on whether ICI tracks the deviations for the selected clause.
+<li>Is Editable: Displays a ''Yes'' or ''No'' value depending on whether the selected clause version can be edited when used.</li>
-**Is Dependent: Displays a ''Yes'' or ''No'' value depending on whether the selected clause is dependent on another clause.
+<li>Deviation Analysis: Displays a ''Yes'' or ''No'' value depending on whether ICI tracks the deviations for the selected clause.</li>
-**Depends On: Displays the name of the clause on which the selected clause version is dependent.
+<li>Is Dependent: Displays a ''Yes'' or ''No'' value depending on whether the selected clause is dependent on another clause.</li>
-**Clause Text:&nbsp;Displays the clause text for the selected clause version.
+<li>Depends On: Displays the name of the clause on which the selected clause version is dependent.</li>
-**File: Displays the name of the file attached, if any, for the selected clause version.
+<li>Clause Text:&nbsp;Displays the clause text for the selected clause version.</li>
-**Clause Description: Displays the description of the selected clause, if added.
+<li>File: Displays the name of the file attached, if any, for the selected clause version.</li>
-<div class="image-green-border">[[File:7.14-ClauseSummaryReport-ActionsAllowed.png|720px]]</div>
+<li>Clause Description: Displays the description of the selected clause, if added.</li>
 .&nbsp;'''Click''' the version number, for example ''Version 1.&nbsp;''The sub-report for the selected clause version is displayed.&nbsp;
-<div class="image-green-border">[[File:7.14-ClauseSummaryReportSummary2.png|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.14-ClauseVersionSummary.png|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">In this example, Version 1 has been used in 2 templates, Template_56 and Template_58<br/> 6.&nbsp;'''Click''' the back button to go back to the parent report and click Version 2 (see Step 5). The sub-report for that version is displayed with the following columns: ''Agreement Code, Version, Contract Type, Agreement Name, Agreement Created By, Agreement Created On'' and ''Agreement Status''. In this example, Version 2 is used in 115 agreements, among other entities.</div> <div class="image-green-border">[[File:7.14-ClauseVersionSummary1.png|720px]]</div>
+<div class="image-green-border">[[File:7.14-ClauseSummaryReportSummary2.png|720px|7.14-ClauseSummaryReportSummary2.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.14-ClauseVersionSummary.png|720px|7.14-ClauseVersionSummary.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">In this example, Version 1 has been used in 2 templates, Template_56 and Template_58<br/> 6.&nbsp;'''Click''' the back button to go back to the parent report and click Version 2 (see Step 5). The sub-report for that version is displayed with the following columns: ''Agreement Code, Version, Contract Type, Agreement Name, Agreement Created By, Agreement Created On'' and ''Agreement Status''. In this example, Version 2 is used in 115 agreements, among other entities.</div> <div class="image-green-border">[[File:7.14-ClauseVersionSummary1.png|720px|7.14-ClauseVersionSummary1.png]]</div>
 .&nbsp;'''Click''' the arrows above the report to navigate ahead to the remaining pages, to view other entities where the selected Liquidated Damages Clause Version 2 has been used.
 <div class="note-box">'''Note''':&nbsp;Select an entity from the ''Entity Name'' field and click ''View Report'' to filter the sub-report by entities. This displays the entities where the selected clause version has been used, such as Agreement, Amendment, Associations and Templates. One or more entities can be selected at a time.</div>
@@ Line 91: / Line 93: @@
 *Export: '''Select''' the format to which you want to export the clause summary report. You can export it to Excel, PDF and CSV (comma delimited) format.
 *Refresh: '''Click''' Refresh to refresh the clause summary report page to view the latest information on the Clause Summary Report page.
-<div class="image-green-border">[[File:7.14-ClauseSummaryReport-Export.png|720px]]</div>
+<div class="image-green-border">[[File:7.14-ClauseSummaryReport-Export.png|720px|7.14-ClauseSummaryReport-Export.png]]</div>
 == Template Clause Report ==

@@ Line 1: / Line 1: @@
 = Admin Reports =
@@ Line 52: / Line 51: @@
 .&nbsp;'''Click''' ''Reports'' tile. The ''Reports'' page opens.
+<div class="image-green-border">[[File:7.14-ClauseSummaryReport.png|720px]]</div>
 .&nbsp;'''Click''' the arrows on the ''Reports'' page to navigate to the ''Clause Summary Report''.&nbsp;
+<div class="image-green-border">[[File:7.14-ClauseSummaryReport1.png|720px]]</div>
 .&nbsp;'''Click''' ''Clause Summary Report''. The ''Reports'' page opens displaying the ''Clause Name'' and ''Clause version'' list.
+<div class="image-green-border">[[File:7.14-ClauseSummaryReport2.png|720px]]</div>
 .&nbsp;'''Select''' the ''Clause Name'' and the ''Clause version'' from the list and '''click''' ''View Report''. For example, select Liquidated Damages Clause as the clause name and Select All to select clause versions 1 and 2. &nbsp;&nbsp;
+<div class="note-box">'''Note''':&nbsp;By default, all the available clause versions will be selected. You can select any one or more than one version at a time to generate the report.</div>
 '''Note''':&nbsp;By default, all the available clause versions will be selected. You can select any one or more than one version at a time to generate the report.
-−
 The ''Clause Summary Report'' is displayed for the selected clause and displays the following information.
 *Clause Summary:&nbsp;Displays information about the selected clause such as the ''Clause Name, Clause Code, Created By, Created On, Clause Language'', whether the selected clause is a Primary Clause, if the selected clause is not a primary clause it displays the linked primary clause.
 *Clause Version Summary: Displays the following information.
 **Version:&nbsp;The different versions of the clause are listed as column headers. Details of each version are displayed in a separate column. Clicking the version number displays a sub-report for that version.
@@ Line 69: / Line 67: @@
 **Approvers: Displays the approver user added to the clause team. If there are no approvers added to the clause team this field will not display any information.
 **Is Latest: Displays ''Yes'' if the selected clause version is the latest version available in the system for the selected clause.
-**Contract Types: Displays the list of contract types with which the selected version of the clause is associated. For example, Purchase Agreement.
+**<div class="image-green-border">Contract Types: Displays the list of contract types with which the selected version of the clause is associated. For example, Purchase Agreement.[[File:7.14-ClauseSummaryReportSummary.png|720px]]</div>
 **Clause Group: Displays the name of the Clause group to which the selected clause version belongs.&nbsp;
 **Is Alternate Clause:&nbsp;Displays a Yes or No depending on whether the selected clause version is an alternate version of another clause or not.
@@ Line 81: / Line 79: @@
 **File: Displays the name of the file attached, if any, for the selected clause version.
 **Clause Description: Displays the description of the selected clause, if added.
+<div class="image-green-border">[[File:7.14-ClauseSummaryReport-ActionsAllowed.png|720px]]</div>
 .&nbsp;'''Click''' the version number, for example ''Version 1.&nbsp;''The sub-report for the selected clause version is displayed.&nbsp;
+<div class="image-green-border">[[File:7.14-ClauseSummaryReportSummary2.png|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.14-ClauseVersionSummary.png|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">In this example, Version 1 has been used in 2 templates, Template_56 and Template_58<br/> 6.&nbsp;'''Click''' the back button to go back to the parent report and click Version 2 (see Step 5). The sub-report for that version is displayed with the following columns: ''Agreement Code, Version, Contract Type, Agreement Name, Agreement Created By, Agreement Created On'' and ''Agreement Status''. In this example, Version 2 is used in 115 agreements, among other entities.</div> <div class="image-green-border">[[File:7.14-ClauseVersionSummary1.png|720px]]</div>
 .&nbsp;'''Click''' the back button to go back to the parent report and click Version 2 (see Step 5). The sub-report for that version is displayed with the following columns: ''Agreement Code, Version, Contract Type, Agreement Name, Agreement Created By, Agreement Created On'' and ''Agreement Status''.
-−
 .&nbsp;'''Click''' the arrows above the report to navigate ahead to the remaining pages, to view other entities where the selected Liquidated Damages Clause Version 2 has been used.
 <div class="note-box">'''Note''':&nbsp;Select an entity from the ''Entity Name'' field and click ''View Report'' to filter the sub-report by entities. This displays the entities where the selected clause version has been used, such as Agreement, Amendment, Associations and Templates. One or more entities can be selected at a time.</div>
@@ Line 95: / Line 91: @@
 *Export: '''Select''' the format to which you want to export the clause summary report. You can export it to Excel, PDF and CSV (comma delimited) format.
 *Refresh: '''Click''' Refresh to refresh the clause summary report page to view the latest information on the Clause Summary Report page.
+<div class="image-green-border">[[File:7.14-ClauseSummaryReport-Export.png|720px]]</div>
-&nbsp;
-−
 == Template Clause Report ==

@@ Line 1: / Line 1: @@
 = Admin Reports =
@@ Line 6: / Line 7: @@
 *Average Agreement Turn Around Time
 *Clause Profiling Report
 *Template-Clause Report
 *Cycle Time Report