Reporting, exporting and analytics
Extract information from Plexus with insights and exports
By Khris and 1 other2 authors6 articles
- Understanding Contract management activity with InsightsThis article highlights the Insights reporting tools including usage, risk, suppliers and performance
- Understanding Matter management activity using InsightsThis article highlights the Insights reporting tools available for matter management
- Understanding account-level Adoption Activity using InsightsView reports to understand how your organisation is adopting core Plexus features.
- Exporting Document and Matters lists for reporting purposesIf you're looking to build your own reports outside of Plexus, exporting your data to Excel is a great place to start.
- Creating visual charts and calculating quick equations in your document listUnlock value from your document list by creating in-system visual graphs and basic spreadsheet calculations
- Using spreadsheets to further report on information from PlexusThis article will show you how to export and manipulate your data to get quick answers to your reporting questions