Report Designer Documentation
  • 30 Jan 2024
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Report Designer Documentation

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Article Summary

Report Designer Documentation   

Insight Reporter: Contract Insight's Online Report Designer

The Contract Insight Report Designer can be accessed by navigating to Reports - Report Designer.

Navigate to Reports - Report Designer - Design Custom ReportTo design or create a new report, click the Design a Custom Report menu item. To view saved report designs, click the My Custom Reports menu item.

Note: Reports generated with the Custom Report Designer will not enforce user permissioning without the appropriate filters defined within the report.

The following screens of the Custom Report Designer notate the above permissioning note:

1. The Design a Custom Report screen:
Graphical user interface, table  Description automatically generated

2. The My Custom Reports screen:

Select my Custom Report view option

Report Designer ReportList example
3. The Report Designer View Report screen:

Graphical user interface, text, application, email  Description automatically generated

The Report Designer is a Third Party tool. For a comprehensive look at the capabilities of the Report Designer click THIS LINK.





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