Team Settings
How to Generate Reports
Reports are a great way to access a lot of information on your Team in a fast and readable way.
Click Reports on the bottom left of the Dashboard. This will automatically generate a report on the last seven days. But this time frame can be adjusted by clicking the Date on the top right of the screen.
The report will populate down the page. Report queries have been optimised so that, even with several thousand documents sent out, report generation should take no more than a second or two.
Export report data by clicking the download icon in the top right-hand corner to export the data as a CSV file.
Breakdown of the reports
Document Status Breakdown Completed vs In Progress
Sent v Signed How many documents were Sent vs Signed on a given day
Team Usage Breakdown No. of Documents Sent, by Team member
Sent v Signed How many documents were Sent vs Signed on a given day
Team Usage Breakdown No. of Documents Sent, by Team member
Template Usage Breakdown Most used templates in the selected Team
Send Methods Count of send methods used
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