If you’re the person responsible for contracts—whether you’re in legal, ops, or just got “volunteered”—you know the pain of chasing down answers buried in PDFs. Good news: you don’t have to. This guide walks through how to use Juro’s reporting features to actually get the data you need from your contracts—without a degree in data science or a week of manual spreadsheet work.
Who this is for
- You use Juro to manage contracts, but you’re not sure how to get real insights out of it.
- You’ve wasted time hunting for basic stats (“How many NDAs did we sign last quarter?”).
- You prefer honest tips over marketing fluff.
If that’s you, let’s get started.
Step 1: Understand What Data Juro Actually Tracks
Before you start clicking around, know what’s possible—and what isn’t.
What Juro records well: - Contract metadata (type, status, parties, dates, owners) - Custom fields you set up (like contract value, jurisdiction, renewal terms) - Signature status and audit trails
What Juro won’t magically tell you: - Detailed contract clause analysis (you won’t get a summary of every indemnity clause out of the box) - Advanced analytics like machine learning predictions or risk scoring
Pro tip: If you haven’t set up custom fields, do it now. You can’t report on data you never collected.
Step 2: Find the Reporting Features (and Know Their Limits)
Juro’s reporting lives mostly in the “Dashboard” and “Reports” sections. Here’s what you get:
- Pre-built dashboards: High-level overviews—think number of contracts, status breakdowns, recent activity.
- Custom reports: Filter and group contract data by things like contract type, owner, or any custom fields you’ve created.
What works: - Quick answers to “How many contracts are signed/active/expiring soon?” - Filtering by contract type, owner, or status
What doesn’t: - Complex multi-level grouping (for example, "Show me all SaaS contracts over $50k signed by Sales in Q1” isn’t always straightforward) - Visualizations beyond basic tables and charts
Step 3: Extract Data—Don’t Be Afraid of the Export Button
Sometimes you just need a spreadsheet. Juro lets you export contract data as CSV or Excel files.
How to export: 1. Go to your contracts list or the report you want. 2. Use filters to narrow down what you need. 3. Click the export or download button (usually near the top right). 4. Choose CSV or Excel.
Why bother exporting? - You can slice and dice data however you want in Excel or Google Sheets. - You’re not stuck with Juro’s built-in filters or charts. - It’s easier to combine with data from other systems (like CRM, finance tools, etc.)
Heads up: Exports only include the data in your current view—so filter before you export, or you’ll be stuck cleaning up a monster spreadsheet.
Step 4: Build Useful Reports (Not Just Pretty Ones)
It’s easy to get lost making dashboards that look nice but don’t answer real questions. Here’s how to keep it useful:
Start with a real question, like: - How many contracts are up for renewal in the next 60 days? - Who’s signing the most NDAs? - What’s the average contract value this year?
How to build a custom report: 1. Go to the “Reports” tab in Juro. 2. Select the contract type or field you care about. 3. Use filters (date range, status, owner, etc.) to narrow your data. 4. Add groupings or columns for what you want to compare. 5. Save the report if you’ll need it again.
Don’t waste time on: - Reports no one reads. If nobody cares about “contracts by week,” skip it. - Vanity metrics that don’t drive action.
Pro tip: If your boss loves a certain chart, save it as a template and schedule exports. Set it and forget it.
Step 5: Analyze—What the Data Actually Tells You
Once you have your data, here’s how to make it work for you:
- Spot bottlenecks: Are lots of contracts stuck waiting for signature? Maybe your process needs a nudge.
- Renewal planning: Use filters to see what’s coming up for renewal—don’t get caught off guard.
- Track turnaround times: How long does it take to go from draft to signed? If deals are dragging, you’ll see it here.
- Identify workload: Who’s getting the most contracts assigned? Spread the load fairly.
What not to overthink: - Don’t chase “perfect” data. If some old contracts are missing fields, fix what you can, but don’t let it stall you. - Ignore fancy charts if all you need is a list. Sometimes a simple table is the answer.
Step 6: Automate Where You Can (And Where You Shouldn’t)
Juro lets you schedule reports or get notifications for certain contract events.
What’s worth automating: - Renewal reminders (so you don’t miss a key date) - Weekly summary reports for your team
What’s not worth it: - Sending daily exports to your inbox. It’s overkill and you’ll just ignore them. - Overcomplicated workflows that nobody understands or uses.
Pro tip: Start simple. If you find yourself routinely pulling the same report, automate it. Otherwise, don’t clutter your inbox.
Step 7: Common Pitfalls (And How to Dodge Them)
Don’t fall for these classic mistakes:
- Assuming all data is accurate: Garbage in, garbage out. Make sure your team actually fills in those custom fields.
- Not training your team: The best reports are useless if nobody knows how to keep data clean.
- Trying to do everything in Juro: Sometimes you need to export and use Excel or another tool. That’s fine—don’t force it.
What to do if you hit a wall: - Reach out to Juro support—they’re usually responsive and can point you in the right direction. - Check the help docs—sometimes your “unique” problem is just buried in a settings menu.
Final Thoughts: Keep It Simple, Keep It Useful
Extracting and analyzing contract data in Juro isn’t rocket science, but it does take a bit of setup and a skeptical eye. Focus on the questions that matter to your business, automate the grunt work, and don’t waste time chasing perfect reports. Start small, iterate, and let real needs—not hype—drive your reporting.
If you’re stuck, remember: the best report is the one you actually use.