Manage Contract Reports


Lextree reports use a set of features and pre-defined data to generate flexible reports easily.

Features

All reports have five major features which make them powerful and easy-to-use:

  1. Search allows you to see all items which have that string of text or numbers.
  2. Columns shows or hides columns that you choose.
  3. Export sends the data in the report to a .csv, .txt, or .json file which you can name yourself.
  4. Print (in upper right corner of browser) sends the report to your browser’s default printing choice where you can save as a PDF or print.
  5. Filter provides a structured search as discussed earlier.

The export and print features respond to the filter so you can create tailored reports.

Search

To search for a contract, enter one or more terms in the search box and select search. Lextree will search the metadata associated with the contract record and display the results.

Show or Hide Columns

To hide or show columns, select the Columns button. Check the box with the column label you want to view; uncheck the label to hide the column. The available columns are dynamic and depend on the table display.

Filter the List

To filter the list of contracts, select the Add filters button. The filters are flexible and powerful search parameters.

The left hand field refers to the column header. The middle field is an operator, like “contains” or “is”, and the right hand field is a text box for your search term.

Using the filter with date fields opens additional options. For example, you can search for contracts expiring during the next nine months.

Export

The export feature responds to the filter. If you apply a filter to your data and then select Export, Lextree will only export the items displayed after the filter is applied.

Selecting Export displays a page where you can select the file format you want to export the data. For spreadsheet applications like Microsoft Excel or Google Sheets, choose .csv.

Print

The Print link in the upper right corner of the page (near your user name) is similar to the Export feature. Print responds to the Filter.

Once you select Print, Lextree launches your browser’s print mechanism where you can further refine the output of your report, such as landscape and portrait layout. You can also “save as PDF” from your browser’s print mechanism.

Report Content

Lextree comes with flexible, predefined reports which give you quick access to your contract data. Reports are grouped into two categories, each with several subcategories.

Contracts

There are five tabs for contract reports:

  • Stats gives you a visual representation of contract information
  • Contracts provides details about contract records
  • Parties lists all the parties with whom you have contracts
  • Documentspulls all the documents together regardless of their contract association
  • Requirements lists all the requirements across the contract portfolio

Tasks

There are two tabs for task reports:

  • Stats provides a visual overview of all tasks
  • Tasks lists all tasks across the contract portfolio

Use the five features of Lextree reports to structure reports and the predefined data to get fast and flexible reports.

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