Reports
Reports is in the sidebar after Tasks. A report counts or totals the contracts you can open. It never includes a contract you cannot see. The preview says “Results reflect the contracts you can see.” Running a report does not write an activity row. Saving, sharing, deleting, and downloading the CSV do.
If the page cannot load its chart code, it says “Reports couldn’t be loaded.” Try again loads it once more.
Your reports
Section titled “Your reports”Your reports lists saved reports with Personal or Workspace, the owner, and when it was updated. The row opens the report. Its menu is Duplicate, and Rename and Delete for the owner. Search is shown only when a saved report exists. It covers every saved report, and the page says when it is showing the first 200.
A personal report is visible only to the person who saved it. A workspace report is visible to every member and runs with that viewer’s access. Only the owner can change or delete it. Someone else can run it, duplicate it, and download the CSV. When a member is removed, their personal reports are deleted. Reports they shared move to the admin who removed them.
New report opens a blank builder at /reports/new. A saved report is /reports/:reportId. Duplicate opens Copy of that report. Unsaved changes stays hidden until you edit the name, who can open it, or the definition.
Templates
Section titled “Templates”Templates are six built-in reports. Opening one fills the builder with that name and definition. It does not change the template.
| Template | What it shows |
|---|---|
| Contracts by status | How many contracts are live, expired, or cancelled. |
| Contracts by contract type | How many contracts you have of each type. |
| Contract value by counterparty | The total value of contracts for each counterparty. |
| Upcoming expiries by month | Live contracts that expire over the next 12 months. |
| Upcoming renewals by month | Live contracts that auto-renew and expire over the next 12 months. |
| Contracts created per month | Contracts added in each of the last 12 months. |
How to change filters, groups, the measure, and the chart is on Build a report.