Views and Reporting
We are excited to announce a new webinar series for intelligentcontract, Webinar Wednesday. This series will be hosted quarterly on the final Wednesday in the months of January, April, July, & October.
The webinar is designed to cover topics that will help assist you with the managing and maintaining of your contracts in intelligentcontract. July's Webinar covered:
Views
- What are Views
- How to build and run them
- Downloading and sharing Views
The Report Wizard
- Where to build complex reports
- Including Related Data
- Security and Running Reports
Importing and Exporting
- Brief Summary of the Import process
- Performing full data exports as an Admin
- The Import/Export (Batch) Queue
Related Articles
- Creating Views: https://support.intelligentcontract.com/support/solutions/articles/22000182727-creating-a-new-view
- Creating Reports: https://support.intelligentcontract.com/support/solutions/articles/22000227272-creating-editing-reports-2019-
- Exporting Data: https://support.intelligentcontract.com/support/solutions/articles/22000194242-exporting-data
- Importing Data: https://support.intelligentcontract.com/support/solutions/articles/22000194241-importing-data
Related Videos
- Creating Views: https://vimeo.com/manage/videos/412331867
- Reporting: https://vimeo.com/manage/videos/412332084
- Importing: https://vimeo.com/429333560