Create reports and export records
Review document, deadline, and contract-risk reports and download a CSV or PDF.
2 min read
Create a report
- Open Reports and choose Overview, Documents, Deadlines, or Contract risk.
- Use the available search and filters to focus the report.
- Choose Export, select a report type and CSV or PDF, then choose Export report.
- To get a report you made earlier, find it in export history and download it.