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Reporting available for Send in Bulk

 

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Reporting 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.

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