Create a report

Adobe Document Cloud for enterprise - Premium accounts, can run a report on transactions sent from users in the account. The report produces various graphs showing the signature percentage and the average time to sign. You can also export a CSV file with the raw data generated from the report.

Quick steps

  1. Click Reports.
  2. Click Create New Report.
  3. Set parameters for report (see third section).
  4. Click Run Report.

Step-by-step

  1. To generate a report, click the Report tab, then click Create a New Report.

    1. Create New Report
  2. Set the various parameters to affect the resulting report and click Run Report. You can find account parameters in the next section.

    2. Run Report
  3. The report results page opens, displaying the information based on your parameters.

    3. Produced Report

Report parameters

Interval

The Interval section allows you to collect data from predefined time frames or a custom date range.

01a - R

Users & groups

Users & Groups allows you to choose specific users or groups to collect information from.

01b - R

Documents

The documents area allows you to specify certain library documents that have been sent out.

01c - R

Document name

This option allows you to include parts of the document name in the report search.

01d - R

Mega Sign

Select this option if you want to include Mega Sign transactions in your report.

01e - R

Miscellaneous report data

The last four settings found on the page are to change or visually alter the resulting report and related graphs.

01f - R

Report data and options

Update report with current data

This link refreshes the report to include recent transactions.

Update with current data link

Save Report

Save Report allows you to save this report. You can access it again by clicking the Reports tab.

Save Report

Share Report

This option allows you to share this specific report with an e-mail address and includes a custom message.

Share Report

Schedule Report

Schedule Report uses the current report's settings to set up an automatic recurring report that is generated daily, weekly, or monthly. You can also choose the recipients that you want to send the recurring report to.

Schedule Report

Export Report Data

Click Export Report Data to download a CSV file with the raw data generated in the report.

Note:

By default, field data is not contained in the report .CSV file. If you want to export the field data from signed agreements, the admin of your account needs to open a ticket with Support.

Export Report Data

Printer-Friendly Report

Printer-Friendly Report serves up a version of the report with the various graphs removed and displays your report with just the numbers.

Printer FRiendly

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