Reporting, exporting and analytics
Extract information from Plexus with insights and exports
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