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Using the Reports feature
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Written by Mark Pang
Updated over a month ago

The Reports feature can create two types of reports based on your analyzed document. The first type is the Issues List, which is an overview of the issues identified during Review in a table format. The second type is the Email Memo which includes a deal summary, deal context, and risks.

  1. To generate Reports, first run Review.

  2. Next, navigate to Reports. Reports will generate once Review finishes.

  3. Once Reports are finished generating, you can download them by clicking the Download button.

  4. If you are in the Word Add-in, the Report will open automatically. If you are in a browser, you can find the report in your downloads.

  5. To toggle your Reports settings, navigate to the settings page.

  6. After saving your new settings, Reports may need to regenerate before they are available.

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