Reporting in the Admin Console

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

Reports available to admins

User Activity report (available on Standard and Premium plans)

This report includes the following information by user:

• Templates owned
• Total requests sent
• Percentage of requests completed
• Percentage of requests canceled 
• Percentage of requests declined
• Total documents signed

Compliance report (available on Standard and Premium plans)

This report includes the following information by user:

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

Document Status report (available on Premium plans)

This report includes the following information by document:

• Document name
• Date sent
• Date completed
• Requester's email
• Requester's team
• Email address the request was sent to
• Signer’s email address
• Status
• Days outstanding

How to view recent activity

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

1. Sign 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. 

How to generate a report

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

To generate a report: 

1. Sign 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. The end date can't be more than a year later than the start date.