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          Sample Clause Report

          Sample Clause Report

          Add fields to your report as columns, group by rows and columns, filter report data, and add a chart. Then customize your report to view the desired clause data.

          Clause Report Filters

          A modified clause is not regarded as a document clause and is converted to plain text, unless only formatting changes were made.

          Filters applied in a clause report

          Filter by Fields
          Outline: Groups
          • Reference Object by Contract Document Version: Contract: Contract Number

          • Reference Object by Contract Document Version: Version Number

          • Content Type

          Outline: Columns
          • Content Generation Source

          • Reference Object by Contract Document Version: Name

          • Standard Content Object: Name

          • Content

          • Standard Content Object: Document Clause ID

          Filters
          • Show Me: All document authored contents

          • Created Date: All Time

          • Reference Object by Contract Document Version: Contract Document Number:

            • Operator: equals

          Show record count as Donut

          Clause record count in the donut format

          Filter by Fields
          Value Record Count
          Sliced By Content Type
          Select these checkboxes
          • Show Values

          • Combine Small Groups into “Others”

          • Show Total

          Legend Position Right
           
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          Salesforce Help | Article