Contract Logix comes with a selection of Standard reports plus the ability to create Custom Reports for your own use or to share with others.
To access reports, select 
under Tools on the navigation menu. There are 6 Reports tabs:
Standard Reports: These reports come with the system and are available to all users. They cannot be directly edited but can be copied and saved to My Reports.
My Reports: These are your personal, saved reports.
Custom Reports: These are customized reports that can be created using specific criteria for reporting.
Shared Reports: These are reports created by someone at your organization and shared with everyone.
Scheduled Reports: A list of run Scheduled reports. NOTE: The Scheduled Reports grid will often appear empty as a result of the report frequency/retention period set when scheduling the report to run.
Background Reports: A list of reports generating in the background, typically when the data to be returned is larger than can be returned in real-time.
Standard Reports
The following Standard Reports come with the system:
My Contracts (contracts owned by you)
My Associated Contracts (contracts owned by you or in which you appear as a contact)
My Tasks (pending tasks assigned by or assigned to you)
Contract Expirations (contracts having an expiration date in the future)
Contract Renewals (contracts having a renewal date in the future)
Contracts by Organization (all contracts, grouped by external organization)
Contracts by Type (all contracts, grouped by contract type)
All Pending Tasks (all tasks with status of Pending assigned to any user)
Custom Objects by Contract (all contracts and all custom object line items per contract)
Custom Objects by Contact (all contacts and all custom object line items per contact)
Custom Objects by Organization (all organizations and all custom object line items per organization)
Contract to Contact (cross-object report of contract records by contact)
Contact to Contract (cross-object report of contact by contract record)
How to Run a Report
To begin, click
under Tools on the navigation menu.
The
tab is displayed. To run a personal or shared report, click on the appropriate tab.
Click on the report you want to run.
Sort, filter, group, rearrange or show/hide columns as desired. NOTE: any changes you make are temporary and are not saved unless you decide to save the changes as a new personal report by selecting 
. For more information, click the How to Create Reports link.
To output the report, select the output method you prefer: Print Report, Export as PDF, Export to Excel, or Send by Email. When selecting Send by Email, your options include sending to a User, Contact or Email Address.