Reports and settings

Reports show the state of the whole portfolio; settings control contract types and numbering.

When to use

Use reports for management reviews and renewal planning, and settings when you set up the app or add a new kind of contract.

Before you start

contract_management:view for reports; settings need contract_management:manage or contract_management:admin, and settings:read to open the Settings area.
Editing contract types and numbering needs write rights.

Steps

Open reports

Go to Contract Management → Reports (/contracts/reports) and pick a report: summary, by type, value, expiry, renewal rate, or open risks.

Drill down

Click a status or type to see the contracts behind a figure.

Configure types and numbering

In Settings (/contracts/settings), manage contract types (/contracts/settings/contract-types) and the numbering scheme (/contracts/settings/numbering).

Tips & common mistakes

Deleted contract types can be restored.
The AI Hub (/contracts/automation/agents) and Workflows (/contracts/automation/workflows) need the manage permission.
You can export the register from All Contracts.

Templates and the Clause Library Renewals