COBBLESTONE SOFTWARE

Contract Insight — User Guide

1. Report Manager: Overview Page

11. End Users: Ad-Hoc Reports/Searches › Ad-Hoc Report Wizard › 1. Report Manager: Overview Page

Note: Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

1. Overview

The Reports hub lists every report a person can run, grouped by folder, with separate Standard and Graphical tabs (41 graphical reports in this QA environment) and a folder filter that narrows the list to one saved folder at a time.

2. Key Elements

• Insights → Reports: Standard tab lists tabular reports; Graphical tab lists chart-based reports, each with its own count
• Reports are grouped under named folders, e.g. "CSS Standard Reports" (40 items), plus many implementer-created folders
• Each row offers Run, a star to favorite it, and columns for Description, Gateway Type, Emailer Active, Standard Report, Created On/By and an internal ID
• "Manage folders" reorganizes the folder structure; "Add report" starts a brand-new report