Overview
Export Data brings together all reporting and file download options for your contracts in one place. It has four tabs: Custom Reports, Download Excel Reports, Bulk Files Download, and Download History. Use Custom Reports to build and save report templates, Download Excel Reports to generate reports from those templates, Bulk Files Download to download contract files in bulk, and Download History to access previously generated reports.
How to Access Export Data
1. Click on Resources from the left-hand navigation bar.
2. Click on Export Data.
Creating a Custom Report Template
1. Select the Custom Reports tab.
2. Click Continue on the Custom Report Templates card.
3. The Create Custom Report Template panel will open. Fill in the following required fields:
Title for the Report
Description for the Report
Select Template — choose the contract template for which you are creating this report. Use Select All to include all templates.
4. Click Save Template to save, or Cancel to discard.
Your saved template will appear in the Download Excel Reports tab.
Generating a Report from a Template
1. Select the Download Excel Reports tab.
2. You will see a list of all saved custom report templates with the following columns:
3. Name, Contract Template, Created On, Last Updated, and Key Actions.
4. From the Key Actions column, you can:
Edit (pencil icon) — update the template's title, description, or selected contract template
Delete (trash icon) — remove the template
Generate — create a report from the template
5. Click Generate on the template you want to download.
6. The Report Filter panel will open. Apply filters to refine the data in your report:
Created On — set a date range for when contracts were created
Contract Created — use quick filters: Within 15 Days, Within 30 Days, Within 45 Days, Within 60 Days, Within 90 Days, or More than 90 Days
Expiry Date — set a date range for contract expiry
Approaching Expiry — filter by Expired, 30 Days, 60 Days, or 90 Days
Contract Priority — filter by priority level
Contract Stage — filter by current contract stage
Upload Type — filter by upload type
Report Type — choose Excel or PDF
7. Click Generate Report.
The generated report will be sent to your registered email address.
Download History
The Download History tab shows a record of all previously generated reports.
Select the Download History tab.
The table shows the following columns: Name, Contract Template, Downloaded By, Last Downloaded, and Key Actions.
Click the Download button in the Key Actions column to re-download any previously generated report.
Conclusion
Export Data gives you a central location to build custom report templates, generate filtered reports on demand, and download contract files in bulk. Using saved templates means you do not need to reconfigure your report structure each time. Reach out to support if you need help setting up templates or interpreting your report data.