Reports Overview
Introduction to DealView's reporting suite for contract analytics and insights.
4 min read
Updated 1/30/2026
DealView's reporting suite provides insights into your contract portfolio. Generate reports for executives, compliance, risk management, and operational planning.
Accessing Reports
- Click Reports in the sidebar
- Choose a report type
- Configure parameters
- Generate and view or export
Available Reports
DealView offers specialized reports for different needs:
Executive Summary
High-level portfolio overview for leadership:
- Total contract count and value
- Active vs. expired contracts
- Average risk score
- Key metrics by workspace
- Trend analysis
Risk Assessment
Comprehensive risk analysis:
- Risk distribution charts
- High-risk contract list
- Risk factors breakdown
- Mitigation recommendations
- Risk trend over time
Compliance Matrix
Compliance status tracking:
- Regulatory coverage
- Missing compliance items
- Audit readiness score
- Compliance by contract type
- Gap analysis
Renewal Calendar
Upcoming renewal timeline:
- Contracts expiring by month
- Auto-renewal contracts
- Notice deadline tracking
- Renewal value totals
- Action items
Calendar Export
Export the renewal calendar to iCal format for integration with your calendar application.
Report Parameters
Customize reports with:
| Parameter | Description |
|---|---|
| Date Range | Time period for data |
| Workspaces | Include one or all workspaces |
| Contract Types | Filter by specific types |
| Status | Active, expired, or all |
Generating Reports
- Select report type
- Set parameters
- Click Generate
- View interactive results
- Export if needed
Export Options
Reports can be exported as:
- PDF - Formatted document for sharing
- Excel - Raw data for analysis
- CSV - Data import format
Scheduled Reports (Enterprise)
Automate report generation:
- Go to report settings
- Click Schedule
- Set frequency (daily, weekly, monthly)
- Choose recipients
- Reports are emailed automatically
Enterprise Feature
Scheduled reports are available on Enterprise plans. Contact sales to upgrade.
Report Sharing
Share reports with stakeholders:
- Email directly from DealView
- Download and attach
- Share viewing links (time-limited)
Dashboard Widgets
Key report metrics appear on your dashboard:
- Contract count
- Average risk score
- Expiring contracts
- Total portfolio value