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Feature walkthrough · 1:09
Reports
Your contracts as charts you can read, shape and share.
Transcript
Click a line to jump there.
0:03
Reports turn your contracts into charts you can read at a glance.
0:06
Here's how to read one, shape it to your work, and share it with your team.
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Open Reports from the sidebar.
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Every card leads with its main finding,
0:14
so you can scan them all before you open one.
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Open a report, and the top line tells you what stands out,
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like how many contracts renew on their own.
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Each block below answers one question.
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Not sure what a number counts?
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The info button shows what's included, which workspaces, and what's left out.
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Expand a block to see it bigger.
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Then click any bar, and you get the exact contracts behind it.
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That's how you read a report.
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Next, filter it, rearrange it, and ask it a question.
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Filter the whole report, like sell-side contracts only,
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and every block and the top line update together.
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Move a block with its handle, or open its menu to resize it, edit it,
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or pin it to Home.
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Have a question about the numbers?
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Ask about this report, and it starts from what's on the page,
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like what changed since last month.
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When it's ready, share it with people, email a copy, or send one on a schedule,
1:00
so your team stays up to date.
1:01
Start with the report your team asks about most, and pin it to Home,
1:05
so it's the first thing you see.
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