Create a new data export

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تاريخ آخر تحديث 18 سبتمبر 2024

Creating Exports

Data exports allow for the data mining of completed agreements without having to sift through columns of data that aren't meaningful to your needs at the moment.

This is where applying a useful Name value to your fields pays off.

To create a new data export:

Click New Export
Select the data export type.
Define your filters:
- Select a date range for the export (evaluated based on the Last Modified date of the agreement).
- Optionally add one or more workstream filters to limit the data set to only targeted agreements.
  
  If no filters are selected, all agreement data within the selected date range are returned.
When the filter is properly configured, click Select columns in the upper-right corner of the window
Select the fields that you want to export to the CSV
- Searching for a string will return every word containing the string anywhere in the word. (Searching for reason will return: Reasonable, Reason, Unreasonable, Treason)
- Each field selected is a column on the table.
- Each row of the table represents one recipient record.
  
  Agreements with multiple recipients may have multiple rows.
The available fields are listed under four categories:
Agreement - Fields germane to the agreement transaction

Agreement Id - The internal Acrobat Sign ID assigned to the transaction.

Agreement External ID - External IDs are added via API or integration.

Agreement Name - The name provided for the agreement when it was created.

Agreement Status - Complete, In Progress, Expired, etc.

Created date - The time/date stamp of when the agreement was created.

Last Event Date - The last time the agreement was modified.

Workflow - The ID number for the workflow used to send the agreement.

Type - The type of template used to create the agreement.

Number of Pages - The total number of pages of the agreement PDF.

Agreement Message - The Agreement's global message.

Number of Recipients - The total number of recipients.

Number of Completed Recipients - The number of recipients that have completed their action for the agreement.

Number of Remaining Recipients - The total number of recipients that have not yet completed their actions on the agreement.

Signature Type - The type of signature applied.

Document retention applied date - The date that the agreement will be purged from the Acrobat Sign system.

Number of Documents - The total number of files uploaded to make the agreement and the number of attached files.
Sender - Fields relevant to the creator of the agreement.

Sender first name - The first name of the sending user.

Sender last name - The last name of the sending user.

Sender email - The email address of the sending user.

Sender account - The accountID of the sending user.

Sender group - The GroupID from which the agreement was sent.

Sender rejection reason - The reason for declining the agreement from the recipient.

Sender device - The type of device from which the sender sent the agreement.

Sender company - The company name of the userID that sent the agreement.
Recipient- Fields relevant to the recipients of the agreement.

Signer first name - The first name value as input by the recipient.

Signer last name - The last name value as input by the recipient.

Signer email - The email value of the recipient.

Signer account - the accountID of the recipient (if one exists).
Form Field - These are the custom fields authored on the agreements.
To add fields to your exported dataset:
- Select a category and single-click a field to select it
- Click the Add link at the top of the column (or the arrow pointing to the right) to add the field to the list of returned values
  
  If you need to remove a field from the returned dataset, select it with a single click and then click the Remove link at the top of the column (or click the left pointing arrow)
The option to Select All fields is available in both columns, and selects all of the available fields in the column to move as needed.
When the field-level data to export is defined, click Save.
Provide a File name for the data export and click Save.

This file name is what is used to identify the export on your Exports filter page.
The page refreshes to the Exports filter with the new data export at the top.

The status column will indicate the export is building for some amount of time. If the dataset is quite large, this could take a few seconds.
Once the export status converts to Ready, mouse over the export record, and select the Download icon (Or select Download from the actions menu).
Provide a File name for the downloaded CSV.

This is the actual name of the file after it is downloaded.
Click Download

A success message displays and the CSV is downloaded to your local system.
The downloaded CSV is named as defined, containing the fields selected: