MIS Reports (Management Information System Reports) provide tailored insights into contract metadata, essential for informed decision-making within your organization.
Creating a Custom Report Template
Creating custom Excel reports for contract metadata is streamlined to meet your MIS reporting needs. Follow these steps:
Access Custom Report Template
Navigate to the "Resources" menu.
Select "Custom Report Template."
You will see a list of previously created custom report templates.
Create a New Template
Click on "Create Report Template."
A form will appear for creating the custom report.
Add a title and description for the report.
Select the desired template for which you are creating the custom report.
Upon selecting a template, a list of meta fields associated with the contract will appear. Choose the specific contract metadata fields you want to include in your report.
Click "Save Template."
Generate a Report from "Download Excel Reports"
Navigate to resources & select "Download Excel Reports"
Your newly created template will appear at the top of the list
You can perform three key actions on this custom report:
Edit: Modify the template to update or change the report's structure.
Delete: Remove the template if it's no longer needed.
Generate: Create a report based on the template.
Click on "Generate" for the template report you want to download. A new page will open, allowing you to apply additional filters to the contracts.
Specify the filters to refine the data included in your report.
Choose the format for your report: PDF or Excel.
Click "Generate Report."
Receive Your Report
The generated report will be shared via email, ensuring you have easy access to the information you need.
"Download History": View the download history of all MIS reports
Navigate to resources & select "Download History"
Here you can see a list of previously download reports.
By following these steps, you can create, save, and download custom MIS report templates that provide crucial insights into your contract data, enhancing your ability to make informed decisions.