Comprehensive Reporting Guide

In this comprehensive guide, you will learn how to apply tag filters and columns to get the reports and information you need from your contracts and e-signature packets.

Common Reports:

These are the reports that are used by majority of ContractWorks clients and are extremely useful in keeping track of your contracts, renewals and expiration dates.

1. Reports Based on the End Date Tag Filter
   1. Narrow down your search in the 'Filters' section 

1. 1. There are multiple different time ranges that will allow you to create a wide-variety of reports on both Active, Expiring and/or Already Expired Contracts.
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   2. Track Upcoming End/Expiration Dates 
      1. Use the "In the Next..." option in the dropdown menu of the End Date Tag Filter
         1. When using "In the Next...", this will create a report that will always look ahead every X number of days. Once Saved in Contractworks this report will live as a Live report and update based on the criteria it was saved under. 
            
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   3. Audit Expired Contracts 
      1. Use either the "In the Last..." option in the dropdown menu of the End Date Tag Filter
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      2. Or the "Older than..." option in the dropdown menu of the End Date Tag Filter
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      3. Or the "Between..." option in the dropdown menu of the End Date Tag Filter.
         1. This will prompt you to create a report/search to look for contracts ending between two different dates
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      4. Or the "Before..." option in the dropdown menu of the End Date Tag Filter.
         1. This will prompt you to create a report/search to look for contracts ending before a specific date
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   4. Quarterly Reports
      1. Contracts ending This Quarter
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      2. Contracts Ending Next Quarter
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      3. Contracts Ending Last Quarter
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2. Reports Based on the Contract Type
   1. Use the "Filter by Template..." section in Filters
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3. Combine Filters to Create a More Specific Report
   1. Create a report to look at Customer Contracts Ending in the Next 90 Days by adding the following filters
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      2. Which creates a report that looks like..
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4. Contract Auditing Reports
   1. Audit Active Contract
      1. You can either use the 'Active?' filter and select either Yes or No
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      2. OR apply 'Active?' as a column to view the status on all contracts to see whether they have been tagged or not. This will create a report to allow you to audit contracts that have not been tagged at all with this specific tag.
         1. Click New Report and go to 'Columns'
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         2. Add the 'Active?' tag as a Column and hit Apply
            
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         3. Click the Name of the Column to Sort the Column
   2. Audit Contracts based on the Uploaded Date tag
      
      1. Ex: Contracts Uploaded in the Last Week
         1. Filter Selections/Set-Up
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         2. Report Result
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   3. Audit Contracts based on Contract Owner
      1. Filter Selections/Set-Up
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      2. Report Result
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5. Reports Based on the E-Signature Tag Filters
   1. These Tag Filters will be found under System Tags
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   2. Use these filters for the following reports...
      1. Esign Packet Created Date
         • Create a report to look for all signature packets created within a specific time frame (i.e. this month/quarter, in the past, etc.)
      2. Esign Packet Finalized Date
         • Create a report to look for all packets finalized within a specific time frame (i.e. this month/quarter, in the past, etc.)
      3. Esign Packet Name
         • Match your report search to a specific Esignature packet name
      4. Esign Packet Originator
         • Create a report to audit individuals who have sent out Esignature packets and information on those packets
      5. Esign Packet Status
         • Create an audit report to see which Esignature packets are Open, Finalized, and/or Cancelled
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   4. Example Report: Esign Packets Finalized in the Last Month (Audit Report)
      1. Filter Selections/Set-Up
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      2. Columns Selections/Set-Up
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      3. Report Result
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6.  Specific Parties/Counter-parties Report
   1. Select the Parties Tag Filter
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   2. If you Run the Report you will initially see all contracts with the Parties tag applied...
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   3. Search for a Specific Party/Counterparty by typing in their name into the Match box in the filter tag
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   4. Which will create a report like...
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7. Clause Tracking Reports
   1. Search for any clauses by doing a keyword search in the “Show Only Documents Containing…” section. This will look for all contracts with that specific clause or language.
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   2. Examples of Clause Reports to create are:
      1. Confidentiality
      2. Force Majeure
      3. Governing Law
      4. Jurisdiction
      5. Indemnification
      6. Limitations on Liability
      7. Limitations on Warranty
      8. Liquidated Damages
      9. Waiver
      10. Sunset Clause
      11. Arbitration Clause
      12. Termination Clause
          
   3. Example: Force Majeure Report
      1. Filter Selection (using Document Details)
         
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      2. Report Result
         
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         2. Want to take a quick view of that language in the contract?
            1. Click the arrow to the left of the document name to see the OCR/Keyword search in the individual contract