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Company Reports

  • Updated

Overview

All users can save regular reports within LinkSquares Analyze. Reports can be saved to a collection of personal reports or company-wide reports. Additionally, reports can be scheduled to be sent on a regular basis to both Analyze users and email subscribers. 
The email includes the XLS attachment of the report.

Centralizing reports saves time, improves collaboration, and allows growing teams to scale with reporting available at their fingertips.

Note: Saved Reports created before August 26, 2024 do not include column configuration. Reports saved after August 26, 2024 include the column configuration as well as filters applied.

For additional resources on saved reports, look to this article, HERE

Process

Creating a Report

  • From the main agreements page, set the report criteria. 
  • Choose SAVE to the right of the + Advanced Filters button and save.
  • A pop-up box will appear
    • Name the report
    • Apply the required settings 
      • Company or personal report
      • Run automatically or manually
      • Who receives the report
      • Time frame and cadence
      • Lastely users who will receive the reporting
    • Choose Save

Report Settings

  • Company Reports
    • Unselected: Saves the report as a private report specific to your individual Analyze instance. 
    • Selected: Save the report as accessible for your entire organization.

  • Run Report

    • Manually: Run on demand when executed from the Analyze application.
    • Automatic: Run on a regular basis, with start and end dates (e.g. first Monday of every month, starting on April 7, 2025, and ending December 31, 2025)

    NOTE: If Run Report has "Automatic" selected, Report Permissions will be available:

  • Report Permissions
    •  Generate report based on individual user permissions: The report will only include items the receiving user has permissions to access in Analyze.
    • Generate report based on my permissions: The report will include all items the report owner has permissions to access in Analyze. 
      Individual users will be able to see them listed, but will only be able to access the agreements to they have access in Analyze.
    • For email subscribers who are not LinkSquares users, the report will always default to the report owner’s permissions.
  • Starting: The date the first report will be sent
  • Repeating: How often the report will be generated and sent. This can be set to "Does Not Repeat", "Daily", "Weekly on [day of the week]", "Monthly on the first [day of the week]", "Annually on [date]", or "Every weekday (Monday to Friday)". The "day of the week" and "date" will be based on the selected Starting date.
  • Ending: When the report should stop running. This can be either "Never" or a specific date on-or-after the Starting date.
  • Add subscribers: User that are selected to receive the reports through email. Either select an existing LinkSquares Analyze user, or enter the email address of an external user.
    • To remove a report subscriber, click the "x" to the left of their name.

Accessing Reports

Access saved reports within the Saved Reports tab of the navigation bar.

From here, leverage the Views drop-down to filter reports by My Reports (personal reports), Company Reports, or All Reports.

Screenshot_2023-03-28_at_11.58.02_AM.png

The creator of the report has access to the report settings in the horizontal 3-dot menu dropdown. 

  • Edit
  • Delete 
  • Run

Non-creators, have the one option of 'Run' in the drop-down menu

Screen_Shot_2022-05-18_at_8.33.43_AM.png

By editing the report, options such as: change the name and whether it should be a personal or company report by marking or unchecking the Company Report checkbox. Report cadence can also be adjusted to send to subscribers of a scheduled report.

Note: Once a report is ran and opened on the Main Agreements page, the Main Agreements page will not default to the report view. 

To learn more about running reports, reference our article on Reporting in Analyze.

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