Managing Views & Reports

Views: A Complete Step-By-Step Guide
The attached guide is a full guide that compiles the majority of the more specific articles located in the Views section of the Knowledgebase. You can u...
Tue, Feb 23, 2021 at 2:34 PM
Create a New View
Views are customizable real-time queries that can be set up for either a one-time use, or named, saved, shared, and used repeatedly. Views narrow and si...
Thu, Sep 23, 2021 at 10:44 AM
How to Share Views
So now you made an awesome View with all the data your company will need in a particular report. How can you show it to your team without walking them throu...
Fri, Jan 15, 2021 at 11:01 AM
Create a Scheduled Report
Scheduled Views are great for any reports you need sent out on a regular basis. Unlike Milestones and Activities, this scheduled view is a .CSV report that ...
Thu, Sep 23, 2021 at 11:07 AM
How to Perform a Full Data Backup
All of your data inside UCM is stored in the cloud, but did you know that you can create a physical backup of all your data from UCM by simply creating a Vi...
Thu, Sep 23, 2021 at 11:31 AM
How to Create an Advanced View
The Advanced Views is not a beginner's lesson! Some of this will sound very confusing if you're not familiar with Views or their terminology alrea...
Thu, Sep 23, 2021 at 11:44 AM
Workflow Stage Reporting
You have always been able to see Workflow Specific details from inside a Contract Container, but now you can view those same details across all your contrac...
Fri, Jan 15, 2021 at 11:25 AM
Create a "My Contracts" View for Users
How can I easily create a report for all my users of all the contracts that only they own? Do I have to create a report for every single user? No, of course...
Fri, Jan 15, 2021 at 11:05 AM
How to set 'Default' and 'Favorite' Views
Favorite Views To set Favorite Views, click “Add View” from the Home Screen. You can have up to ten different views in this area. Note in the example below...
Mon, Sep 27, 2021 at 8:07 AM
Use a View to find Blank Fields
After Implementation, it's possible some data was missed when your contracts were added. In some cases, iContracts bulk-uploads a sheet of your data, b...
Fri, Jan 15, 2021 at 11:09 AM