Overview of the reporting options for Send in Bulk
There are several options for generating report data for the agreements included in a Send in Bulk. the option used will depend on the type of information you want to collect.
All reporting explicitly tied to the Send in Bulk parent object can be accessed on the Manage page by selecting the Bulk Sends filter and then opening the specific Send in Bulk parent template you want to review.
If you are only looking to review the base completion rate or drill down to find an individual agreement, the Agreements summary table is available in the Actions list.
A printable table of all child agreements can be generated using the View Activity Report action.
A CSV-based definition of the agreement, along with full field-level input per recipient, is available using the Download Form Field Data action.
And the standard reporting environment is able to produce printable charts and graphs, as well as providing field-level data in CSV format.
Standard agreement reporting captures the child agreements but only understands them as regular agreements. No broader relationship is understood in terms of some agreements related through a parent agreement template.
Using the name filter can allow you to generate reporting based on that value if you use unique naming conventions in your Send in Bulk campaigns.
Customers that heavily leverage Send in Bulk may opt to dedicate a group to the purpose. This allows for finer tuning of the recipient experience and allows reporting to filter agreements based on the group.
The parent template includes a summary table in the Actions list for all child agreements. The table identifies the number of agreements in each status.
Clicking into the summary table opens a sortable view of the individual child agreements. The records on the summary table are active link to the agreements, allowing for easy manipulation of individual agreements as needed.
The View Activity Report option in the Actions list provides a Document Execution Report. This report provides a more detailed (and printable) summary of the child agreements by status.
The Download Form Field Data activity downloads the field data for all child agreements created by the parent template.
Each row of the CSV represents one agreement record. The record is structured to provide:
- All of the recipient information first:
- Recipient name (captured when the signature is applied)
- Recipient email
- Recipient role
- Recipient authentication method and value
- Recipient private message
- The agreement information after the recipient info:
- CC'd party emails
- Locale
- Reminder information
- Expiration information
- Agreement name
- Agreement global message
- Order of signatures
- Custom field data is listed after the agreement fields. This includes all fields included in the document template or authored onto the documents.
- Custom fields are listed alphabetically based on their field name.
- The Agreement ID is the last field.
