The Reports section provides a library of pre-built reports across six categories: Agreement, Licensing, Form, Group, Contract, and People. Each report can be filtered, sorted, and exported to suit your needs.
To access reports, select Reports from the top navigation.
Agreement Reports
These are the core reports for managing your agreement portfolio.
| Report | What It Shows |
|---|---|
| Agreements | A full list of agreement records with key fields — type, status, workflow state, dates, and assigned parties. Use this as your primary portfolio view. |
| Agreement Compliance and Revenue | Compliance obligations and associated revenue data by agreement. Useful for audits and financial reviews. |
| Agreement Email Correspondence | History of email communications associated with agreement records. |
| Agreement Expenses and Reimbursements | Expense entries and reimbursement tracking across agreements, including reimbursement start/end dates and limits. |
| Agreement Groups | Lists the organizations (licensees, licensors, co-owners, other parties) linked to each agreement. |
| Agreement Notes | All notes attached to agreement records, including author and date. Useful for reviewing negotiation history or audit trails. |
| Agreement Payment Plans | Payment schedules associated with agreements, including milestone dates and amounts. |
| Agreement Reimbursement Schedules | Reimbursement schedule details linked to agreements. |
| Agreement Request Administration | Tracks agreements through the request and intake workflow stages. Useful for monitoring incoming agreement requests. |
| Agreement Revenue Allocation | Shows how revenue is allocated across agreements. |
| Agreement Revenue and Distributions | Revenue entries and distribution records for agreements. |
| Agreement Sponsors | Sponsor information (funding sources, grant numbers) linked to agreements. |
| Agreement SP Sponsors | Sponsored Programs sponsor data associated with agreements, supporting cross-system reporting. |
| Agreement to User | Shows which users are assigned to each agreement and in what role (primary manager, lead negotiator, attorney, etc.). Useful for workload reporting. |
| Agreement Uploads | Lists all documents attached to agreement records, including file name and upload date. |
| Agreement Workflow | Tracks current and historical workflow states for each agreement. |
| Agreement Workflow Metrics | Cycle-time and throughput metrics for your agreements workflow — how long agreements spend in each stage. |
| Agreement Workflow Metrics w/ User | Same as Workflow Metrics, broken down by the user responsible at each stage. |
Licensing Reports
These reports focus on license agreements and the parties involved in licensing activity.
| Report | What It Shows |
|---|---|
| Licensed Agreements | All agreements classified as license agreements, with key terms and status. |
| Licensee Compliance | Compliance status and outstanding obligations for licensees. |
| Licensee Forms | Forms submitted by or associated with licensees. |
| Licensee Invoices | Invoice records linked to licensees. |
| Licensing Agreements | Broader licensing agreement data, similar to Licensed Agreements with additional detail. |
Form Reports
These reports surface data captured through custom forms attached to records.
| Report | What It Shows |
|---|---|
| Forms | All form submissions across records. |
| College Forms | Form submissions filtered by college/unit affiliation. |
| Department Forms | Form submissions filtered by department. |
| Individual Forms | Forms associated with individual people records. |
| Industry Forms | Forms linked to industry partner records. |
Group Reports
These reports cover the organizations (internal units and external partners) in your system.
| Report | What It Shows |
|---|---|
| Groups | All organization records — internal units and external organizations. |
| Group Notes | Notes attached to group/organization records. |
| Group People | People associated with each organization. |
| Group Uploads | Documents attached to organization records. |
| Group Workflow | Workflow state history for organization records. |
| Group Workflow Metrics | Cycle-time metrics for organization-level workflows. |
| Group Workflow Metrics w/ User | Workflow metrics broken down by responsible user. |
Contract Reports
| Report | What It Shows |
|---|---|
| Contract Agreements | Agreements categorized as contracts, with key contract terms and status. This report complements the main Agreements report for offices that distinguish contracts from other agreement types. |
People Reports
These reports cover the individuals assigned to records in your system.
| Report | What It Shows |
|---|---|
| People | All person records in the system, including contact information and role. |
| People Notes | Notes attached to people records. |
| People Uploads | Documents linked to people records. |
| People Workflow | Workflow state history for people-related records. |
| People Workflow Metrics | Cycle-time metrics for people-level workflows. |
| People Workflow Metrics w/ User | Workflow metrics broken down by responsible user. |
Working with Reports
Filtering a Report
Most reports include filter controls at the top of the page. Common filters include date ranges, agreement type, status, workflow state, assigned manager, and organization. Apply filters before running the report to narrow results.
Exporting Report Data
Use the export option (typically a button or menu at the top of the report results) to download data in a spreadsheet format. Exported data reflects the current filter state.
Tips
- Run the Agreement Workflow Metrics report regularly to identify bottlenecks in your negotiation process.
- Use Agreement to User to audit workload distribution across your team.
- Use Agreement Notes when you need a full narrative history of an agreement for legal or audit purposes.
- Bookmark frequently used reports by saving your filter configuration.