intelligentcontract allows you to create unique reports using the Report Wizard.  Each report can be generated and then ran at any time, each time the report is ran the user has the ability to tweak the report for their requirements to prevent having to create multiple similar reports.

Fig 1 - The Report Summary screen 

The action buttons contained within the first column allow options to Run/Edit/Archive/Delete a report.

Fig 2 - Action Buttons for reports

To create a new report press the [New] button and the Wizard will guide you through the 6 steps required to create a new report, use the orange [Next] and [Back] buttons to navigate the wizard.

Step 1 - Specify Name and select a category and group for your Report

Fig 3 - Report Creation Step 1

  • Title - Define a name for your new report
  • Description - Further details about the report if required
  • Report Dataset - Select from the options the dataset where the data is to be extracted, for example Contract, Parties, People etc
  • Choose [Next] to continue

Step 2 - Select Fields

This step displays all the available fields from within your selected dataset that can be extracted to your report.

Fig 4 - Report Creation Step 2

  • Use the scroll bar to view all the fields, select the fields you require by using the checkbox
  • Choose [Next] to continue

TIP: The Field names can be adjusted to appear differently on the report for example, 'Active Start Date' can become 'Start Date'

Step 3 - Define Ordering

This step allows you to define the order in which your selected data is displayed and also how the data is sorted.

Fig 5 - Ordering and sorting the data

  • In the top section use the up/down arrows to create the order in which you require the data to be displayed on the report (top - bottom = left - right)
  • In the bottom section select the fields you wish to order the report by using the left right arrows, then select how you wish the data to be sorted on the report using the up/down arrows
  • Choose [Next] to continue

Step 4 - Set Parameters

You may require your report to be based upon a certain set of data, for example a report for a specific Contract Type.  This step allows you to set parameters for the data extraction, if left blank then it will extract all records within your selected data set (in this case Contracts). Complete the filter information if required, use the + icon to add more filters.

Fig 6 - Setting parameters for the report

  • Type - Choose the data extraction field - the filter can be used to reduce the options to choose from
  • Operator - The operator sets how the report will filter data in relation to the 'Value' set.  The range of operators differs depending on the field chosen, whether it is text based, numerical or a date. This allows more flexibility in defining each filter.
  • Value - Define the value the report will filter by
  • Can be overridden? - Once saved a reports filter values can be changed by another user before running. Setting 'YES' will allow this to happen, setting 'NO' will prevent the filters from being altered.
  • Mandatory - Check the box to set the filter as mandatory
  • Save User Values - Checking the box turns 'Save User Values' on. If the filter is changed before the report is run the new value will be saved.
  • Name - Give the filter option a name
  • Filter Order - Use the Up/Down arrows to change the order in which the filters are applied.  The top most filter will be applied first
  • Choose [Next] to continue

Step 5 - Configure Output

The last step involves setting the output format of the report. These settings will set the default output, however, they can be changed each time the report is run.

Fig 7 - Configure the Report Output

  • File Type - Select between CSV and PDF  using these check boxes.
  • Page Size - Use this selector to choose between A3, A4 and A5 page sizes. PDF only.
  • Orientation - Use this selector to set the page orientation as Landscape or Portrait. PDF only.
  • Click [Save] to save all your settings

Generate your Report

Generate your report by pressing the [...] button and selecting the Run option, you will have the option to alter the extraction parameter, format, size and orientation of the report if required.  Press [Run]  to generate the report.

Fig 8 - Running a report

Fig 9 - Example Report