Overview
LinkSquares reporting runs searches across your agreements and surfaces information that could have previously taken anywhere between a few hours to a few days to complete.
Reports provide efficiency gains and the ability to access data quickly.
In addition to reporting, the Events page enables a quick view into agreements with key markers, such as: Auto-Renewal Opt-Out Date (calculated), Effective Date, Renewal Date and Termination Date.
Covered in this guide:
- Reporting features
- Where are reports saved
- Events Calendar and Management
Getting Started
Before logging into Analyze, please make sure you have the proper role and permissions for the functions you want to complete.
A listing of Analyze roles/permissions can be found HERE for a detailed explanation.
Reporting
Customized reporting can be created from the Main Agreements Page. Reporting unless saved, is exclusive to the user log in.
1. High-Level Search: Filter by Agreement Name, Content (inexact), Agreement Type, or Tags
2. Advanced filters: Choose advanced filters and provide a more granular search. The drop down options are:
- Agreement Name
- Agreement Type
- Tags
- Tag Color
- Agreement Added
- Global Term
- Agreement Type Term
- Agreement Content
- Proximity
- Similarity Terms
Add layers to your filtering by using the '+'. Adding additional filters uses the function AND for the results. The option to copy the line is also available. This can be handy if you need specific wording for a different function and do not want to retype
3. Add additional columns to the Main Agreements Page Layout. The default view is Type and Tags, however, you can omit or add ANY of your Global Terms to the page layout and report on. The view is exclusive to the user and will not be added to users company-wide.
4. Once the information is complete, export the report to your logged-in email address.
5. Save your report. This will be saved under the Saved Reports page
Saved Reports
Once the report is created on the main agreements page.
1. Search for the Report Name
2. View: by Company Reports, My Reports, or All Company Reports
3. Report dropdown: Shows the Report criteria
4. Choosing the ... dropdown options: Edit, Delete, or Run the report
5. Change the number of reports to view. 10, 20, 50 or 100 reports
To learn more about Reporting, additional articles:
Reporting in Analyze
Terms Reporting
Company Reports
Note: If the user who creates a saved scheduled report is disabled, the report will no longer generate. A separate user will need to recreate the report.
Events
Events keep you organized on important dates on key terms that will need review.
Specifically:
- Effective Date
- Termination Date
- Renewal Date
- AutoRenewal Opt-Out Date (calculated)
There are two ways to view Events: calendar view or list view. Each option provides a month-by-month snapshot of the terms mentioned above.
Calendar View
Search by All Events in the dropdown. The filters include:
- Effective Date
- Termination Date
- Renewal Date
- AutoRenewal Opt-Out Date (calculated)
The option to search by month is available under the Month Name or to the right of the Month with the <- -> arrows.
Selecting any event on the page will open a pop-up displaying the Event Type, Event Name, and the Due Date for when email reminders should be sent to the designated users.
This is a setting set up by Administrators and Managers.
List View
The List View has all the same options as the Calendar view with the additional options of Sorted By and how many rows the user would like to view at one time.
* Automatic notifications can be sent out for events. This feature can be scheduled by a Manager or Administor of your account.
To learn more about Events, see our additional articles: HERE