Generate legal reports

#Page purpose

Create governed contract, matter, obligation and operational reports.

#Before you start

• Sign in as legal leaders, operations and auditors and confirm WatheeqTech shows /lex/reports; hidden controls indicate that your account lacks the required permission.
• Confirm the reporting scope and source-data freshness before interpreting a KPI, score or derived portfolio value.
• Collect the reason, authority and supporting evidence required for any governed decision or state transition.

#How to use this page

1. 1
   Establish the scope

   Choose the report and apply permitted period, entity, owner and status filters.

2. 2
   Interpret the evidence

   Preview totals and sample records for scope accuracy.

3. 3
   Act on the finding

   Export in the supported format and retain the request context for audit.

#Governance and expected result

• Operate only within the tenant, role and record visibility granted to you.
• Record the decision, reason and supporting evidence before completing a governed action.
• Treat dashboard and derived Entity 360 values as decision support; verify material conclusions against the linked source record.
• Correct data in the owning legal record rather than editing an aggregate or exporting an ungoverned copy.