LIVE Training: Configuring Insights Charts & Reports
Learn how to visualize and analyze data using Ironclad reporting features.
Do you want to unlock insightful data into your contracts?
This course orients users to Insights, Ironclad's native reporting tool. It starts with an overview of the Insights interface and key terminology, then shows how to generate and utilize the pre-built reports and charts. Next, users will learn how to build custom charts and customize them to meet the needs of their organization. The course concludes with learning about other reporting avenues in Ironclad via the Dashboard and Repository.
When you complete this course, you will be able to:
- Describe how Ironclad Insights allows you to visualize and analyze data in Ironclad
- Activate prebuilt charts and reports that visualize standard data needs
- Edit and filter charts to get desired contract data
- Create custom-built charts and reports for your reporting needs
Time Commitment: 90 min
Audience:
- Ironclad Admins
- Users that require visibility into the data & records in your Ironclad instance
*Click Start Course to register for this course and return to the lesson on the session time and date to join the session you signed up for.
What is live training?
Our live training courses are small group, interactive sessions led by a live instructor. Live courses include the ability for learners to ask questions throughout the session, allowing them to learn from the instructor and their peers.
Meetings
