Classic Reports page layout

Last updated on Mar 22, 2022

Classic Reports page overview

The report feature lets you check on how your account is using Acrobat Sign. Build your own reports and gain complete visibility into your document signing process, while seeing how individual groups or users are doing.

Creating a new report

To create a new report, select the Reports tab, then click on the Create a new report link.

Note

The four preconfigured reports under the Create a new report link are samples of the types of reports you can run.

All four can be edited for your use if you like, and the bottom three can be deleted.

As you create and save new reports, they are listed in this area for easy access.

When setting up a report, multiple parameters can be set to customize the results. All the parameters described below are available.

Creation Date

The creation date is the time frame you want the report to encompass. This can be one of the four predetermined time frames (this week, last week, this month, last month) or enter a custom date range.

Users & Groups

This parameter lets you run the report on specific users or groups. One or more can be chosen for either, or you can run the report against all users in the account.

Documents & Workflows

Specific documents can be chosen to include in the report with this option. The documents listed in this field are the library documents used throughout the account. Individual, one-off documents will not be listed here.

Document Name

Send in BulkSend in Bulk

Enabling this parameter includes Send in Bulk agreements in the resulting report. If not checked, they are not included.

Performance Goals

You can set thresholds for performance, using the Performance Goal view. The gauges reflecting performance are displayed in the resulting report.

Benchmark

By default, the benchmark parameter is disabled for reports. Click the report settings link to enable it.

Benchmarking provides an expanded method for keeping track of agreement progress and signing rates.

Graph Agreements By

Each enabled option (by Date, Sender, Group, Form, Workflow, and Signature Type) provide a different type of graph on the report.

Et Cetera

The parameters in this section are for altering the graphics on the resulting report. Changing these from the default parameters can speed up the report process.

Once you click the Run Report button, the report will be generated based on your parameters. There are multiple actions you can take with your report.

Update Report with Current Data

Clicking this link is like refreshing the page. The new report will include recent transactions and activity.

Save Report

Saving the report allows you to run this report again in the future.

Share Report

Sharing allows you to send the report results to someone else. You just need to enter their email address and a message.

Schedule Report

Setting a schedule for this report will run it with the same parameters at the frequency you define.

Export Report Data

Clicking this link will prompt you to open or save a .CSV file. CSV files can be opened in Excel and all transaction information for the agreements in the report, will be categorized in the various columns.