Overview
Creating a LinkSquares Finalize report in Salesforce will allow for tracking agreement statuses, owners, and key dates directly within your CRM.
When the LinkSquares Finalize package is installed, it includes a pre-built custom report type called Finalize Agreements, or “Finalize Agreements with [Object Name]“. The custom reporting will connect LinkSquares data with your Salesforce records.
Process
How to create Finalize Reports in Salesforce
Access the Report Builder
- Log in to Salesforce and navigate to the Reports tab
- Click the New Report button in the top right corner
- IF the New Report button is not visible, confirm that the Create and Customize Reports permission is enabled.
- Non-Administrator Users: Often enabled by default; however, dependent on how the account user profile is configured. Reach out to your Salesforce Administrator for further information, if needed.
- Select the LinkSquares Report Type: Finalize Agreements
- Start Report
Configure Filters & Outline
To ensure you are seeing the correct data, set your initial filters in the Filters pane on the left:
- Show Me: Set to “All Finalize agreements” to see company-wide data.
- Created Date: Change the range to “All Time” (or your specific fiscal period) to capture all records.
- Status: You may want to filter by “Status” (e.g., Out for Signature, Fully Signed, or Done) to focus on specific stages of the lifecycle.
- Use the Outline to configure the LinkSquares Data Columns
In the Outline pane, add columns to pull in specific LinkSquares metadata. Useful fields usually include:
- Agreement Name: The title of the document.
- Status: The current stage in the LinkSquares workflow.
- Agreement Owner: The legal or business lead assigned in Finalize.
- Days Opened: The number of days the agreement is open
- Template: The name of the template the agreement was created from.
Group and Summarize (Optional)
To make the report more insightful, use groupings:
- Group by Status: To see a pipeline view of where your contracts are sitting.
- Group by Opportunity/Account: To see all agreements associated with a specific client or deal.
Saving the Report
- Click Save & Run in the top right.
- Report Name: Give it a descriptive name (e.g., “Active Finalize Agreements - All”).
Note: The report name must use the naming convention with underscores, instead of spacing
- Select Folder: Save it in a shared folder (like “Legal Reports”) if your team needs access.
Note: The folder designation can be changed when opening up the select folder page
Everytime a report is created, it will be visible on your Reports page (dependent on permissions)