Executive & Risk Reports
Generate portfolio overview and risk assessment reports for leadership and stakeholders.
Executive and Risk reports provide high-level insights for leadership. Understand your contract portfolio's health, value, and risk exposure at a glance.
Executive Summary Report
The Executive Summary provides a strategic overview of your contract portfolio.
Key Metrics
| Metric | Description |
|---|---|
| Total Contracts | Count of all contracts |
| Total Value | Sum of contract values |
| Average Risk Score | Portfolio-wide risk indicator |
| Active Contracts | Currently in effect |
| Expiring Soon | Due within 90 days |
Visualizations
- Portfolio Value by Type - Pie chart of contract values
- Contracts by Status - Active, pending, expired distribution
- Value Trend - Contract value over time
- Risk Distribution - Low/medium/high breakdown
Generating the Report
- Go to Reports > Executive Summary
- Select date range
- Choose workspaces to include
- Click Generate
The Executive Summary exports beautifully to PDF, making it ideal for board meetings and stakeholder updates.
Risk Assessment Report
Deep dive into contract risk across your portfolio.
Risk Overview
- Total high-risk contracts
- Critical issues requiring attention
- Risk score trends
- Top risk factors across portfolio
Risk Factor Analysis
The report breaks down risk by category:
| Category | Examples |
|---|---|
| Financial | Liability, indemnification |
| Legal | IP exposure, warranty gaps |
| Operational | SLA violations, termination issues |
| Compliance | Regulatory gaps, data protection |
High-Risk Contract List
Detailed table of contracts needing attention:
- Contract name and counterparty
- Risk score
- Primary risk factors
- Days until expiration
- Recommended actions
Generating Risk Reports
- Go to Reports > Risk Assessment
- Set risk threshold (e.g., high and above)
- Filter by contract type if needed
- Click Generate
Comparative Analysis
Compare across dimensions:
Workspace Comparison
See risk and value differences between workspaces:
- Side-by-side metrics
- Highlight outliers
- Identify best practices
Time Period Comparison
Track changes over time:
- Quarter over quarter
- Year over year
- Trend identification
Regular comparative reports help identify patterns and areas needing attention before they become problems.
Using Report Insights
Turn insights into action:
- High-risk contracts - Create review tasks
- Expiring value - Prioritize renewals
- Risk trends - Adjust policies
- Workspace outliers - Investigate differences
Export and Sharing
PDF Export
Professional formatted document:
- Company branding
- Executive-ready layout
- Charts and tables
Excel Export
Raw data for further analysis:
- All metrics and calculations
- Source data for custom analysis
- Integration with BI tools