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 cadence to both Analyze user subscribers and email subscribers. The email includes the XLS attachment of the report.
This centralized reporting 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 any 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
Once the parameters for a report have been set within the main Agreements page, click SAVE next to the + Advanced Filters button to save it.
Name the saved report and save it to your personal reports or company reports.
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Company Reports
- Saving the report as-is means a private report specific to your individual Analyze instance.
- Saving the report by marking the Company Reports checkbox means report access for your entire organization.
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Run Report
- A manual report will only be run on-demand when executed from the Analyze application.
- An automatic report can be run on a cadence, with start and end dates (e.g. first Monday of every month, starting on April 7, 2025, and ending December 31, 2025)
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Report Permissions
- Selecting “Generate report based on individual user permissions” will only include items in the emailed report attachment in which an individual user has permissions to access within Analyze
- Selecting “Generate report based on my permissions” will include all items the report owner has permissions to access with Analyze. Individual users will still only be able to access the agreements to which they have access in Analyze.
- For email subscribers who are not LinkSquares users, the report will always default to the report owner’s permissions.
Access saved reports within the Saved Reports tab of the navigation bar.
From here, leverage the Views drop-down to filter reports by personal reports, company reports, or all reports.
If you are the creator of a report, click the ellipsis icon next to the report to edit, delete, or run it.
If you are not the creator of a report, you can only choose to run the report.
By editing the report, change the name and whether it should be a personal or company report by marking or unchecking the Company Report checkbox. You can also change the report sending cadence and subscribers for a scheduled report.
To learn more about running reports, reference our article on Reporting in Analyze.