There are several sample Reporting templates included in GEMS that allow you to analyze your contracts, including:
Report Name | Description |
Contracts Dashboard | Pie Chart Dashboard by Contract Type - Drill Down to Detail |
Contracts for the Year | Contracts Summary by Status with Total Amount for the Current Year |
Contracts Listing Graph Only | Pie Graph Summary of Contracts by Type used in Dashboard |
Contracts Listing Report With Graph | Pie Graph Detail of Contracts by Type used in Dashboard, Sub-Totalled by Type |
You (or another GEMS user) can also create customized Reporting templates applicable to your organization as described in the Advanced Reporting Tutorial on the Community Support Site. To view a list of all available contract-related Reporting templates, do the following:
Click on the Contract Analysis tile in the Contracts Hub.
Enter "contract" in the Report Title in the search box to view all pre-built Reports relating to contracts, or enter the name of the Report you'd like if you've created your own. The predictive search automatically displays a list of all contract-related Reporting templates that contain those letters.
Right-click on the Reporting template name to view the available options:
Manage Reports - This opens the main Reporting interface from which you can add/ edit/ delete or launch a Report.
Add/ Remove Favorites - This adds or removes the Report from your favorite reports.
You can also click on the Reporting template name to launch the report immediately.
