Make the Most of eSignature with Reports

If you need to understand your team or organisation better to improve processes or monitor document completion rates for compliance, generate a report tailored to those scenarios.

In this blog, we'll review the features, identify some use cases, see how it works, and how to use it.

Features within Report

From reports, you can modify the date range, filters and columns displayed to deliver the information you want.

• Identify Trends: Use the 'Send Count by User' and 'Send Count by Week' reports to spot peak times.

• Improve Response Rates: Analyse 'Response Results Over Time' and 'Response % Rates' to know when to follow up. High pending rates may need more frequent reminders.

• Optimise Signing Times: Use the 'Time to Sign' reports to see how quickly documents are signed. Send most documents during these times.

• Schedule Reminders: The 'Day/Hour Document Fully Signed' heat map shows when documents are signed, optimise reminder schedules.

• Categorise Documents: Use the 'Sent by Document Tag' Pie Chart to organise documents for easier management.

• Track Document Sources: The 'Sent by Document Source' report shows which templates are used most frequently. Duplicate these documents to reduce manual data entry.

Watch the video below for a step-by-step tutorial.

Use Cases for Reports

Sales Team: Generate reports that show the status of each deal and identify where and why deals are getting stuck. Develop strategies to close deals more quickly.

Employee Onboarding: Send documents during the times documents are signed the quickest and ensure new hires complete onboarding promptly.

Conveyancing: Monitor document completion rates to ensure compliance. Highlight documents that are pending and send alerts to ensure timely completion.

Procurement and Operations: Schedule reminders based on response rates and their signing times for faster approvals.

Financial Services: Analyse client document activity to better meet customer needs and improve satisfaction. Identify clients who are slow to respond and offer personalised follow-ups.

Enterprise: Use the 'Sent by Document Tag' Pie Chart to help managers see how branches, departments, or teams are doing. Tags sort and separate each project, making it easier to track and analyse performance.

How to Generate a Report:

1. Click your team name on the top left of the screen.

2. Click on the ⚙ cogwheel icon on the right of the dropdown menu to visit the Group Settings page.

3. Then click Reports.

On the reports page, you will see a couple of inputs for dates to define the time frame of your report. By default, the time frame will be the past month from the current day. Click Generate Report.

Legalesign Reports provides insight into your team or organisation to identify document activity trends which can help optimise processes.

Contact us for more information on how reports can benefit your organisation.