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Reporting on Non-Standard Clauses

This page applies to: Clause ID and Management Add-on module

The Report Wizard can generate reports to identify the contract documents that have been run through clause processing and contain non-standard clauses.  Another use case is to search for all contract documents that contain a specific clause.

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  1. Launch the Report Wizard.

  2. Select Contract in the Primary list and Clauses in the Secondary list.

  3. Enter a name for the report, and click Next.

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  1. Double-click on the clause fields you want included in the report, as well as any company, contract, and document fields.

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  1. Select a field for grouping data, such as Company Name.

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  1. Step through the wizard to the Report Filters screen.

  2. Select Is Standard in the Field list, Is in the Condition list, and False in the Value list.

  3. Finish the Report Wizard. 

When the Report Browse screen redisplays, click on the report's  Icon Excel.png  icon to display it as an Excel spreadsheet or its icon PDF.png  icon to display it as a PDF file.

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