User Guide Cancel

Schedule an export or chart report

 

Adobe Acrobat Sign Guide

What's New

Get Started

Administer

Send, Sign, and Manage Agreements

Advanced Agreement Capabilities and Workflows

Integrate with other products

Acrobat Sign Developer

Support and Troubleshooting

Overview

Customers that use the new reporting environment can configure their reports/exports to update on a regular schedule and then email the updated content to themselves and an optional list of other users.

The schedule can be configured to run daily, weekly, or monthly. Additionally, a Send it Now option triggers an immediate update and delivery of the report/export to an ad hoc list of recipients.

The user defining the schedule can include anyone within their Acrobat Sign account. Included users are delivered an email from Acrobat Sign with a link to either Open a report or Download a data export. The recipient must authenticate to their Acrobat Sign account before receiving the data.

Schedule report and Send it Now options

Caution:

Report schedules are generated with the owner's authority, meaning account-level users can create a report that includes all of the account data and then share that report with non-admin users.

Things to keep in mind...

  • Only one schedule can be configured per report/export.
  • Report/export schedules can be created, edited, and canceled by the originator only.
  • Reports/exports are generated with the authority of the user that creates the report/export. Account admins that share a report with non-admin users will show the account-level admin data.
  • Reports/exports can be scheduled daily, weekly, or monthly. The run time executes at the same time the schedule was saved.
  • Scheduled reports/exports are limited to 100 notification emails per day for any one user.
  • Only users within the same Acrobat Sign account can be included in the schedule's email distribution.
  • Only users on the email notification list will be allowed to view the report/export content.
  • When accessing the email link, the user will be required to authenticate to the Acrobat Sign system.
  • Emailed links are disabled after seven days from the time the email is delivered.

Get help faster and easier

New user?