Product Area: Contract Analytics

 Impact of Change:Feature enhancement

 Roles Impacted: All contract analytics users

Details

It’s been a few months since we’ve rolled out Analytics to everyone. While we’re receiving a steady stream of feedback and working towards better and better experiences and metrics, one of the biggest things we heard from a lot of customers is that they wanted to do additional analysis on top of the data available. In order to enable customers to do this, we’ve now added the ability for users to download the data they see directly from the UI!

This downloaded data will be available in the form of a CSV.

Users can download two forms of this data:

• Download (as it is): If there are any global filters appleid on the dashboard, the resulting csv will contain a filtered list
• Download without filters: Regardless of any global filters applied, the resulting csv will contain all the data visible in the absence of filters

Note:

• Anyone who has access to contract analytics via access control can download the data
• The data is WYSIWYG, meaning only the data that is visible in the dashboards can be downloaded, and all visible data can be downloaded.

Proposed use cases

Following are a couple of use-cases we’ve heard, where downloading the data is a potential solution (workaround or otherwise)

• “I want to create more charts based on this data”: download, and create using excel
• “I want to see this in the context of contract metadata”: download, and join with the contract report from the repository using the contract link in excel.

How to Enable:Enabled for all workspaces. 

Relevant Resources:  Relevant article updated. See screenshot below on how to download, and sample CSV.