---
title: Reports
description: Reports are customizable views for contract tracking, based on metadata.
---
[Skip to content](https://support.biglelegal.com/en/knowledge-base/reports#main-content)
- [English](https://support.biglelegal.com/en/knowledge-base/reports)
- [Español](https://support.biglelegal.com/es/knowledge-base/reportes)
English
Show submenu for translations
[Customer portal](https://support.biglelegal.com/tickets-view?hsLang=en)
Open main navigation
Close main navigation
- - [English](https://support.biglelegal.com/en/knowledge-base/reports)
- [Español](https://support.biglelegal.com/es/knowledge-base/reportes)
English
Show submenu for translations
- [Customer portal](https://support.biglelegal.com/tickets-view)
Find what you are searching
- There are no suggestions because the search field is empty.
1. [Knowledge Base](https://support.biglelegal.com/en/knowledge-base?hsLang=en)
2. [Metadata and Reports](https://support.biglelegal.com/en/knowledge-base/metadata-and-reports?hsLang=en)
# Reports
## Reports are customizable views for contract tracking, based on metadata.
### **How to create a report?**
Before creating a report, it is important to understand how **metadata** works. If you still don't know what it is, what types exist and how to generate them, check out [this article](https://support.biglelegal.com/en/knowledge-base/metadata?hsLang=en).
1\. First, we will go to the **Reports** section, in the top menu of the platform, and click on "**Create reporting view**".
2\. After putting the **name** we want to the report and choose the type (of documents or requests), we can add **filters** based on metadata (which allow us to choose which documents will be shown in the list).
\- Each filter is made up of:
- **Metadata** that will be used for filtering (e.g. "Document Name")
- The **type** of filter (e.g. "Contains").
- The desired **value or values** (e.g. "Lease Agreement").
\- For each type of metadata, we will have different options -for example, if it is a "name" type metadata, we could filter by the words it begins with; in case it is a "date" type, we could select a specific period; etc.-.
\- We will add as many filters as we want (with the “**add filter**” button) and click on “**continue**”.
3\. Next, we will arrive at the **edition** screen, in which it is possible to modify different aspects of the view:
\- **Name**: when modified, it will be automatically saved.
\- **“Columns”** button: allows us to choose which **metadata** will appear as a column in the view. The **available** columns will be shown on the left (just click on them to select them) and the **chosen** columns will be seen on the right (they can be deleted with the cross button). To save the changes, we will use the “**save**” button.
\- **“Filters”** button: allows us to **add** filters that will be saved in the view configuration. In addition, we can **modify** the existing filters or **delete** them using the right button with a trash can icon. When we are done, we will **save** the changes.
- **"Groups"** button: allows selecting the Access [groups](https://support.biglelegal.com/en/knowledge-base/groups?hsLang=en) that will be allowed to access this view.
To **exit** the editing mode, we can use the arrow-shaped button that is located in the upper left part of the screen.
The result will be a new view, that is, a **table** with all the **documents** that **meet the requirements** established by the filters.
The name of any of the documents in the list is a **shortcut** to it. Clicking on it will open it in a **new browser window**. We can **return** to the previous screen through the arrow-shaped button at the top left of the screen.
### **Customization options**
To make a more limited selection, once the list of documents has been generated, we can define **additional filtering and sorting** options that will only be **applied in real time**:
\- Through the upper left **search** **bar**, we can filter by **name** the generated list of documents.
\- By clicking on the “**filters**” button (located next to the search bar), we can add more filters to the previously defined metadata columns.
\- The "**sort**" button will allow us to select each column and indicate if we want its content to appear in **ascending** or **descending** order.
These customization options **will not be saved in the view configuration** for future occasions, so if we want to add, modify or delete the fixed filters, we must [edit the view](https://support.biglelegal.com/en/knowledge-base/reports#view-edition).
To **keep the obtained list of documents** without modifying the view settings, we can use the "**download**" button to save it in **CSV** or **Excel** formats.
### **How to create, edit and delete views**
\- If we want to **create** other views with their respective custom filters, we must go to the upper right button “**Create new view**”.
\- After creating different views, we can **switch between them** using the "**views**" dropdown menu.
\- Through the same "**views**" dropdown menu, we can enter the [edition mode](https://support.biglelegal.com/en/knowledge-base/reports#edition-mode)by placing the cursor over each one and clicking on the **pencil** icon.
\- In case of wanting to **delete** a view, we can place the cursor over its name in the "**views**" dropdown menu and click on the **trash can** icon. The view to delete cannot be the one that is active at that moment.
### User type filters and columns
Below, you can see a detailed explanation of the predefined columns that refer to the people involved in documents and requests:
- **Creation user (document / request):** The user who has created the document or the request.
- **Modification user (document / request):** The last user who has modified the document or the request.
- **Assigned user (document / request):** The currently assigned user to the document or the request.
- **Responsible users (request):** The set of individuals or groups chosen to have the capability to be assigned to the request.
- **Additional collaborators** **(request):** Team members added after the creation of the request and followers defined during the request form setup.
- **Request participants** **(request):** All users involved in the request. It combines the responsible users and the additional collaborators.
- [Platform Updates](https://support.biglelegal.com/en/knowledge-base/platform-updates?hsLang=en)
- [On-demand webinars](https://support.biglelegal.com/en/knowledge-base/on-demand-webinars?hsLang=en)
- [New in Bigle](https://support.biglelegal.com/en/knowledge-base/new-in-bigle?hsLang=en#main-content)
- [0. Introduction](https://support.biglelegal.com/en/knowledge-base/new-in-bigle?hsLang=en#0-introduction)
- [1. Template creation](https://support.biglelegal.com/en/knowledge-base/new-in-bigle?hsLang=en#1-template-creation)
- [2. Creation of fields](https://support.biglelegal.com/en/knowledge-base/new-in-bigle?hsLang=en#2-creation-of-fields)
- [3. Creation of forms](https://support.biglelegal.com/en/knowledge-base/new-in-bigle?hsLang=en#3-creation-of-forms)
- [Templates - Create tags](https://support.biglelegal.com/en/knowledge-base/templates-create-tags?hsLang=en#main-content)
- [Introduction](https://support.biglelegal.com/en/knowledge-base/templates-create-tags?hsLang=en#introduction)
- [Type of tags](https://support.biglelegal.com/en/knowledge-base/templates-create-tags?hsLang=en#type-of-tags)
- [Types of use of opening and closing tags](https://support.biglelegal.com/en/knowledge-base/templates-create-tags?hsLang=en#types-of-use-of-opening-and-closing-tags)
- [Settings](https://support.biglelegal.com/en/knowledge-base/templates-create-tags?hsLang=en#settings)
- [Templates - Fields](https://support.biglelegal.com/en/knowledge-base/templates-fields?hsLang=en)
- [Template - Form](https://support.biglelegal.com/en/knowledge-base/template-form?hsLang=en)
- [Template - Settings](https://support.biglelegal.com/en/knowledge-base/template-settings?hsLang=en)
- [Sub-template](https://support.biglelegal.com/en/knowledge-base/sub-template?hsLang=en)
- [Metadata and Reports](https://support.biglelegal.com/en/knowledge-base/metadata-and-reports?hsLang=en)
- [Documents](https://support.biglelegal.com/en/knowledge-base/documents?hsLang=en#main-content)
- [Document management and organization](https://support.biglelegal.com/en/knowledge-base/documents?hsLang=en#document-management-and-organization)
- [Massive actions](https://support.biglelegal.com/en/knowledge-base/documents?hsLang=en#massive-actions)
- [Document options](https://support.biglelegal.com/en/knowledge-base/documents?hsLang=en#document-options)
- [Processes](https://support.biglelegal.com/en/knowledge-base/documents?hsLang=en#processes)
- [Bigle AI](https://support.biglelegal.com/en/knowledge-base/bigle-ai?hsLang=en#main-content)
- [Document Assistant](https://support.biglelegal.com/en/knowledge-base/bigle-ai?hsLang=en#document-assistant)
- [Discriminative AI](https://support.biglelegal.com/en/knowledge-base/bigle-ai?hsLang=en#discriminative-ai)
- [Libra: General AI Chat on the Platform](https://support.biglelegal.com/en/knowledge-base/bigle-ai?hsLang=en#libra-general-ai-chat-on-the-platform)
- [Requests](https://support.biglelegal.com/en/knowledge-base/requests?hsLang=en)
- [Edition](https://support.biglelegal.com/en/knowledge-base/edition?hsLang=en)
- [Negotiation](https://support.biglelegal.com/en/knowledge-base/negotiation?hsLang=en)
- [Validation](https://support.biglelegal.com/en/knowledge-base/validation?hsLang=en)
- [Electronic signature](https://support.biglelegal.com/en/knowledge-base/electronic-signature?hsLang=en)
- [Workflows](https://support.biglelegal.com/en/knowledge-base/workflows?hsLang=en)
- [Certified Email](https://support.biglelegal.com/en/knowledge-base/certified-email?hsLang=en)
- [Tasks](https://support.biglelegal.com/en/knowledge-base/tasks?hsLang=en)
- [Administration and Security](https://support.biglelegal.com/en/knowledge-base/administration-and-security?hsLang=en)
- [Customize the platform](https://support.biglelegal.com/en/knowledge-base/customize-the-platform?hsLang=en)
- [Integrations](https://support.biglelegal.com/en/knowledge-base/integrations?hsLang=en#main-content)
- [No-code universal connector](https://support.biglelegal.com/en/knowledge-base/integrations?hsLang=en#no-code-universal-connector)
- [Bigle Legal API](https://support.biglelegal.com/en/knowledge-base/integrations?hsLang=en#bigle-legal-api)
[](https://www.biglelegal.com/press/bigle-ranks-26-in-deloitte-technology-fast-50-2026)
Copyright © 2026, Bigle Iberia, S.L.