Reporting w/in the Admin Console

Available on Enterprise Plus plans

Any Org admin will be able to pull reports and see charts for all users within the account. Team Admins will be able to view charts and pull reports for those users on their teams. To locate reporting navigate to the admin console and click on 'Reporting' in the lefthand side menu. 

Two charts will populate, the first reflects the signature request statuses for the entire account or if a team admin then their whole team. This will be a breakdown of the current month. 

The second chart will show a breakdown of the amount of requests sent per day by the entire account, or for team admins by their entire team. 

Generating a Report 

Below the two charts with be a section 'Run a report'.

1. Enter in date range the report needs to cover. The end date can't be more than a year out from the start date.  
   
2. Select one of the three reports by checking the box next to the report you'd like to run then click 'Request Report'. 
   
3. An email will be sent to your inbox, in the email click on 'Download Report'. 
    
4. A new window will open and the report will automatically download as a CSV file to your computer. 
   

Reports available to admins and team admins to generate

User Activity Report

This report includes the following information per user

• Templates owned
• Total Requests Sent
• Percentage of requests completed
• Percentage of requests canceled 
• Percentage of requests declined
• Total Documents Signed

Compliance Report 

This report includes the following information per user

• Team name
• Email address
• First name
• Last name 
• Account locked status
• Last login date

Document Status Report 

This report includes the following information per document

• Document name
• Date sent
• Date completed
• Requester's email
• Requester's team
• Email address of the request sent to
• Signers email address
• Status
• Days Outstanding