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Reporting in the Admin Console

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Dropbox Sign Support
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The information in this article applies to admins on Dropbox Sign accounts.

 

Admins can view recent activity and generate status or compliance reports for all users and documents on their team or account. 


Table of contents 


Reports available to admins


User Activity report (available on Standard and Premium)

This report includes the following information by user:
Column Name
Description
Email Address
Email address of the Dropbox Sign user
Last Name
Last name of the Dropbox Sign user
First Name
First name of the Dropbox Sign user
Team Name
Name of the team the Dropbox Sign user is a member of
Templates Owned
Number of signature templates owned by the user
Requests Sent
Number of signature requests sent by the user
Percentage Requests Completed
Percentage of the user’s signature requests that were completed by the signer(s)
Percentage Requests Cancelled
Percentage of signature requests the user cancelled
Percentage Requests Declined
Percentage of signature request declined
Documents Signed
Number of documents that were signed by the account

 

Document Status report (available on Premium)

This report includes the following information by document:
Column Name
Description
Document Name
Name of the document sent out for signature
Date Sent
Date that the signature request was sent
Date Completed
Date that the signature request was completed
Sent By (email)
Email address of the user who sent the signature request
Sent By (team)
Name of the team the user who sent the signature request belongs to
Sent To (email)
Email address the request was sent to
Signed By (email)
Email address of the signer
Status
Status of signature request (Out for signature, Completed, etc.)
Days Outstanding
Number of days since the signature request was sent
  • Note: If the signature request was completed, this will be 0. If there was an error on the request, this section will be blank.



Compliance report (available on Standard and Premium)

A compliance report consists of three reports that are delivered in separate emails to the admin. The admin can download each one in a separate CSV. The tables below include descriptions of each report with information by user.


Report 1: Account & API Key Details

Column Name
Description
Team Name
Name of the team the Dropbox Sign user is a member of
Email Address
Email address of the Dropbox Sign user
Last Name
Last name of the Dropbox Sign user
First Name
First name of the Dropbox Sign user 
Account Locked
Designates if access to the Dropbox Sign account is locked
Account Last Login Date
Timestamp (UTC) for user’s last log in
API Key Name
Name of the Dropbox Sign account API key
API Key Created
Timestamp (UTC) for when the account’s API key was created
API Key Updated
Timestamp (UTC) for when the account’s API key was updated
API Key Last Used
Timestamp (UTC) for when the account’s API key was last used in an API request
Primary Key
Designates if the account API key is the primary key



Report 2: API Call Activity

Column Name
Description
Email Address
Email address of the Dropbox Sign user
Request ID
Unique identifier for an API request
API call
The API endpoint used (i.e. /v3/signature/send)
Timestamp
The timestamp (UTC) of when the record was added within the Dropbox Sign platform
IP Address
The IP address used to make the API request
User Agent
The user agent used to make the API request



Report 3: Log In Activity

Column Name
Description
Email Address
Email address of the Dropbox Sign user
Log In Date
Timestamp (UTC) of when the user logged in
Log In Type
The method used to log in
Location (IP Address)
The location and IP address used to log in
Browser & Device
The user agent used to log in
 


How to view recent activity

Admins on Premium can view charts of recent activity, by request status and send activity. 
 
To view recent activity: 

  1. Log in to hellosign.com with your admin credentials.
  2. Hover over your initials in the top-right corner.
  3. Click Admin console.
  4. Click Reporting in the left sidebar. 

The first chart reflects the status of signature requests for the entire account or team for the current month.

View signature request status in the Admin Console

View signature request status in the admin console

 


The second chart shows the number of requests sent per day by the entire account or team. 

View requests sent by day in the admin console

View requests sent by day in the admin console



How to generate a report

You can generate detailed activity and status reports for a custom date range.

To generate a report: 

    1. Log in to hellosign.com with your admin credentials.
    2. Hover over your initials in the top-right corner.
    3. Click Admin console.
    4. Click Reporting in the left sidebar. 
    5. Scroll to Run a report.
    6. Enter the date range for your report. 
      • Note: The end date can't be more than a year later than the start date.

Set the report timeframe

  1. Check the box next to the correct report.
  2. Click Request Report.


The report will be processed and a link to a CSV file will be sent to your email address. 

Request report by type



Limitations

Number of entries per report

Reports can take up to 30 minutes to generate, depending on the timeframe selected and number of results included in the report.
Please note that the maximum number of entries per report is approximately 250,000. If a report generates close to the maximum number of entries, you may receive the error, “There was a problem preparing your report.“
If this happens, generate the report again with a smaller date range to include fewer entries. If you still can’t download your report, please submit a request to our support team for further investigation.

Retrieving past data

Depending on the type of report, there are some limitations for how far back we can go to retrieve data:
Report Type
Data Limitation
User Activity
Start of account activity
Document Status
Start of account activity
Compliance: Account & API Key Details
Start of account activity
Compliance: API Call Activity
Previous 90 days of data

Note: API call activity between June 21-23, 2024 might be incomplete due to a transient issue with our logs. We apologize for any inconvenience this might cause.
Compliance: Log In Activity
Start of account activity

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