Click New Export
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:
The Transaction and Users report types are included in this documentation for awareness, but are currently under development and not available in the current release.
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.
Two buttons are available to the user for creating new report/export content:
Both exports and reports allow the user to save the template for future use in their personal list of exports and reports.
Only exports allow the user to download a CSV file of the data requested.
The left rail of the screen provides links to view the content of the user's reports and data exports. The rail has up to five clickable links:
Overview - Brings the user to the view of their agreement data over the prior seven calendar days. Essentially reloads the default dashboard on the landing page.
Report Types - The three types of reports (Agreements, Transaction Consumption, and Users) each have their own clickable link to open the full list of reports for that report type. Note that Reports always collect the current data for their filter settings (e.g. Last 30 days) when opened to view.
Each report type listing has the same page format with three columns:
Exports (N) - Provides a list of all data exports created and saved by the user. Note that a data export is a static report once generated and must be explicitly refreshed to update the data.
The Exports page layout contains five columns:
Note that mousing over any export record exposes two quick action buttons: Open and Download.
Additionally, there are several options to manage the report, accessed by selecting the ellipsis on the far right of the record. Those options are:
The display stage contains the report summary and chart(s):
At the bottom of the page is a scrolling list of the last used/created reports, with the most recent near the top.
The two default reports (per report type) are pinned to the top of the list and cannot be edited, renamed, or deleted. They are:
Mousing over any report or export record exposes the quick action buttons:
Additionally, there are several common options to manage the recent exports/reports, accessed by selecting the ellipsis on the far right of the record. Those options are:
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:
Data exports are available to all users and allows for the field-level export of agreement data.
Each Export is a static download of the data available at the time the export is created. To update the data in an Export, the data must be refreshed first.
Exports can be created to retrieve data in the context of Agreements, transaction consumption, and User.
The field data exported is selected explicitly at the time the Export is created and can be edited at any time.
The availability of report charts is dependent on the users' authority level in the Acrobat Sign system.
Currently available charts:
||Users||Group Admins||Account Admins|
|Agreement||Average time to complete||Yes||Yes||Yes|
|Agreement||Agreements by workflow||Yes||Yes||Yes|
|Agreement||Agreement completion by workflow||Yes||Yes||Yes|
|Agreement||Time to complete trend||Yes||Yes||Yes|
|Agreement||Agreement volume trend||Yes||Yes||Yes|
|Agreement||Agreement completed time||Yes||Yes||Yes|
|Agreement||Agreements by sender||No*||Yes||Yes|
|Agreement||Agreement completion by sender||No*||Yes||Yes|
|Agreement||Agreements by group||No**||No**||Yes|
|Agreement||Agreement completion by group||No**||No**||Yes|
|Transaction Consumption||Transaction volume trend||No**||No**||Yes|
|Transaction Consumption||Transactions by sender||No**||No**||Yes|
|Transaction Consumption||Transactions by group||No**||No**||Yes|
|Transaction Consumption||Transactions by workflow||No**||No**||Yes|
|Users||Users created per day||No||No||Yes|
|Users||Groups created per day||No||No||Yes|
|Users||Total users over time||No||No||Yes|
|Users||Total groups over time||No||No||Yes|
|Users||Unique senders per day||No||No||Yes|
|Users||User login activity||No||No||Yes|
*These reports are enabled if the user is granted access to the data from groups they are a member of.
** These reports are enabled if the user is granted access to the data for the whole account.
All charts are built with the same layout and functionality:
Editing and saving an existing report does not allow the report to be renamed under the new configuration.
If you want to create a new variant of a report, Duplicate the report first, and name the duplicate in accordance with the nature of the new report.
Bar, Line, and Scatter graphs provide details when the pointer hovers over a chart data element.
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:
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
The available fields are listed under four categories:
To add fields to your exported dataset:
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 colum 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 quick action (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.
A success message displays and the CSV is downloaded to your local system.
The downloaded CSV is named as defined, containing the fields selected:
Agreement reports allow the user to create a view of agreements within a defined time frame and represented in a numerical summary table with at least one chart (the type of chart depends on the report you run).
To create a new agreement report:
Select New Report
Provide a Report name and click Save.
This report name is what is used to identify the report on your Reports filter page.