Overview of Data Exports and Report Charts
The new Reports experience empowers users in the enterprise and business tiers of service to build, save, and manage their own custom reports and data exports in a personalized view.
Reports are templates that return one or more graphs with a summary of the agreement data as defined by the user. The number and type of reports available to the user are dictated by the user's authority level in the system and the permission scope applied to their userID.
Data exports provide a method for users to extract specific field data from the agreements within their authority scope. Users can apply filters to focus the returned data set by user, group, workflow, or agreement name.
Within the set of agreements filtered, the user can define the individual fields to be exported into a CSV file, decluttering the export from any transactional data they don't need.
Report types include:
- Agreements (All users) - Agreement reports return the metrics for agreement activity, such as completion rates, time to complete, workflow usage, volume trends, and sender/group trends. There are eleven Agreement charts.
- Transaction consumption (All users) - Returns the transaction volume through the system by user, group, workflow, or overall volume trend. There are four Transaction Consumption charts.
- Users (In development) - User reports focus on the user metrics such as users/groups created, user/group growth trends, and user activity. There are six planned User charts.
- Settings Activity Audit (Admins only) - Administrators have access to run a special report that returns the settings level activity for their users, group, or the whole of the account, depending on the authority level of the administrator.
The Users report type is included in this documentation for awareness, but is currently under development and not available in the current release.
Once logged in, select Reports in the top menu of the home screen.
The default dashboard (Overview)
When the new Reports experience is first opened, the default dashboard is loaded.
The dashboard automatically loads an overview of the agreement traffic from the previous seven days containing a summary at the top, and three charts displaying the percentage of agreements completed, the total agreement volume trend, and the average time for an agreement to complete.
Filtering for Exports and Reports
Most accounts generate enough volume to require limiting the agreement dataset to return only the values for a select time frame, event, or workstream.
Both exports and reports use the same primary filtering system to limit the number of agreements being included in the returned dataset.
You can limit the dataset by:
- Date Range - Limits the returned data set to a time box based on the Creation Date of the agreement
- Workstream filters - Limits the returned data set based on known workstream values relative to the agreement.
- If no filter is selected, all agreements within the data range are returned.
- Workstream filters are additive. All agreements that fit any one (or more) of the filters are included in the returned dataset.
- The filtering categories are:
- Sender - Filtering based on the sending users in your account.
- Workflow - Filters based on the workflow used to send the agreement.
- Agreement Name - Filter on the name of the agreements. Good for agreements from web forms and other sources that use a common agreement name.
- Group - Filtering agreements based on the group(s) they were sent from.
- Status - The current status of an agreement (ARCHIVED, CANCELLED, COMPLETED, DRAFT, EXPIRED, IN PROGRESS).
- Sender - Filtering based on the sending users in your account.
- If no filter is selected, all agreements within the data range are returned.
When selected, workstream filters expose a sub-filter to allow the user to explicitly select from values within that filter type known to the user (using a multi-select drop-down list).
The user can type a string into the field to produce a list of values that match.
Multiple values can be selected.