Prerelease documentation: Reporting Improvements

Alert:

This article contains prerelease information. Release dates, features, and other information are subject to change without notice.

There are two pages updated below:

Overview

Create a new Export

The default dashboard (Overview)

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.

Default landing page with the four areas of interest numbered

Two buttons are available to the user for creating new report/export content:

Buttons to create new reports or data exports

  • New Export - A new export request allows the user to define a range of agreements, and then export field level values from those agreements.
    • e.g., An RSVP form attached to an event where responders can select a choice of meal and list special considerations
    • The webform creator can then select the agreements (filtered by the web form name) and extract the fields from the form (Name, meal preference, notes, etc) into a CSV file
  • New Report - A new report allows the user to produce a dashboard of agreement data that includes one or more graphs. Different graph types are used depending on the context:
    • Agreements completed is a dial graph
    • Time to complete trend is a line graph
    • Agreements by sender or group is a bar graph
    • Agreement completion by sender is a scatter graph

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:

The summary list of all reports available to the user by report type

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.

  • The number after the report type denotes the total number of reports available for that type.
  • Reports are listed with the most recently modified at the top.
  • Each report type has two default reports that are always at the top of the list, and may not be deleted:
    • {Type} for the week - Displays a compilation of all available type-specific charts for the previous seven days.
    • {Type} for the month - Displays a compilation of all available type-specific charts for the previous 30 days.

Each report type listing has the same page format with four columns:

  • Report Name - The name as supplied by the report creator.
  • Active icons - If the report has a schedule configured, then a blue calendar icon is visible.
  • Date Created - The time/date stamp of when the report was created. The time zone shift is predicated on the set time zone for the user's primary group.
  • Last Viewed - Indicates the time/date stamp for when the report was last viewed.
Note that mousing over any report record exposes an Open button that can be used as a quick action to view the report.
Additionally, there are several options to manage the report, accessed by selecting the ellipsis on the far right of the record. Those options are:
  • Duplicate - Makes a copy of the report that can then be edited and saved with a new name (as needed).
  • Rename - Opens an editing field to change the name of the report.
  • Delete - Deletes the report. This action is irrevocable.
  • Open - Opens the report for viewing.
    • Same functionality as the Open quick action button.
    • It is also possible to edit the configuration of an opened report and save it under the existing name.
      • If a new name is desired, the report should be duplicated first.
  • (Edit) Schedule - Opens the interface to create a new schedule or to edit an existing schedule.
  • Send it Now - Opens the interface to email a copy of the report immediately.
The reports list with one record highlighted, showing the Open quick action button

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 six columns:

  • Export Name - The export name as defined by the user when created.
  • Active icons - Two icons may be viewable:
    • Edit schedule - If the export has a schedule configured, then a blue calendar icon is visible.
    • Download - If a data export has an export ready, a download icon is visible.
  • Status - The current status of the export. When an export is first created, the compilation of the data can take some time.
    • Ready - When the export has been fully built, a Ready status is displayed. Only exports that are Ready can be downloaded.
    • When an export is still building, a processing bar is displayed until the export is Ready.
  • Data Type - Identifies the type of data the export contains (Agreement, Transaction Consumption, or User)
  • Date Created - The time/date stamp of when the report was created. The time zone shift is predicated on the set time zone for the user's primary group.
  • Last Viewed - Indicates the time/date stamp when the report was last opened. This timestamp does not require that the export be altered and resaved to update.

Note that mousing over any export record exposes an Open button as a quick action. 

Additionally, there are several options to manage the report, accessed by selecting the ellipsis on the far right of the record. Those options are:

  • Refresh - Refreshes the content included in the export to the most current data. If the report has not been refreshed, the previous data is presented.
  • Duplicate - Makes a copy of the report that can then be edited and saved as needed.
  • Rename - Opens an editing field to change the name of the report.
  • Delete - Deletes the export data. This action is irrevocable.
  • Open - Opens the export for reconfiguring the field values to be included in the CSV.
    • Same functionality as the Open quick action button.
  • (Edit) Schedule - Opens the interface to create a new schedule or to edit an existing schedule.
  • Download - Downloads a CSV of the export content. The user is prompted to provide a file name prior to the download.
    • Same functionality as the Download quick action button.
  • Send it Now - Opens the interface to email a copy of the report or export immediately.
Export record with the options menu open and the Open button highlighted

The display stage contains the report summary and chart(s):  

Display stage

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:

  • {Report Type} for the month - Creates a full dashboard view of the logged-on user's agreement data for the previous 30 calendar days.
  • {Report Type} for the week - Identical to the above report, excepting the time span only covers the previous seven calendar days.
The recent reports section with the options menu exposed and the quick action icons highlighted

Mousing over any report or export record exposes the quick action buttons:

  • Open - Depending on the record type (Report or Export):
    • Reports open a view of the report. The report chart and filters can be changed and the port saved with the new configuration.
    • Exports open the field configuration for the export, allowing the export to be reconfigured and saved.
  • Download (Exports only) - Queues a downloadable CSV file.

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:

  • Refresh (Exports only) - Refreshes the content included in the export to the most current data. If the report is not refreshed, the previous data is presented.
  • Duplicate - Makes a copy of the report that can then be edited and saved as needed.
  • Rename - Opens an editing field to change the name of the report.
  • Delete - Deletes the export data. This action is irrevocable.
  • Download (Exports only) - Downloads a CSV of the export content. The user is prompted to provide a file name prior to the download.
    • Same functionality as the Download quick action button.
  • Open - Functions are the same as the quick action buttons. Depending on the record type (Report or Export):
    • Reports open an editable view of the report.
    • Exports open the editable field configuration for the export.

Filtering for Exports and Reports

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:

  • Date Range - Limits the returned data set to a time box based on the Creation Date of the agreement
  • Workstream filters - Limits the returned data set based on known workstream values relative to the agreement.
    • If no filter is selected, all agreements within the data range are returned.
    • Workstream filters are additive. All agreements that fit any one (or more) of the filters are included in the returned dataset.
    • The filtering categories are:
      • Sender - Filtering based on the sending users in your account.
      • Workflow - Filters based on the workflow used to send the agreement.
      • Agreement Name - Filter on the name of the agreements. Good for agreements from web forms and other sources that use a common agreement name.
      • Group - Filtering agreements based on the group(s) they were sent from.
      • Status - The current status of an agreement (ARCHIVED, CANCELLED, COMPLETED, DRAFT, EXPIRED, IN PROGRESS).
A data export configuration showing the date and workstream filters expanded

When selected, workstream filters expose a sub-filter to allow the user to explicitly select from values within that filter type known to the user (using a multi-select drop-down list).

The user can type a string into the field to produce a list of values that match.

Multiple values can be selected.

Object sub-filters

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Creating Exports

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:

  1. Click New Export

  2. Select the data export type.

    Data Export Type

  3. Define your filters:

    • Select a date range for the export (evaluated based on the Last Modified date of the agreement).
    • Optionally add one or more workstream filters to limit the data set to only targeted agreements.
      • If no filters are selected, all agreement data within the selected date range are returned.
                
  4. When the filter is properly configured, click Select columns in the upper-right corner of the window

    Data export configuration page with date selcter and workflow filer expanded

  5. Select the fields that you want to export to the CSV

    • Searching for a string will return every word containing the string anywhere in the word. (Searching for reason will return: Reasonable, Reason, Unreasonable, Treason)
    • Each field selected is a column on the table.
    • Each row of the table represents one recipient record.
      • Agreements with multiple recipients may have multiple rows.

    The available fields are listed under four categories:

    • Agreement - Fields germane to the agreement transaction
      • Agreement external ID - External IDs are added via API or integration.
      • Agreement status - Complete, In Progress, Expired, etc.
      • Agreement name - The name provided for the agreement when it was created.
      • Agreement Id - The internal Acrobat Sign ID assigned to the transaction.
      • Created Date - The time/date stamp of when the agreement was created.
      • Last Event Date - The last time the agreement was modified.
      • Workflow - The ID number for the workflow used to send the agreement.
      • Type - The type of template used to create the agreement.
    • Signer - Fields relevant to the recipients of the agreement.
      • Signer first name - The first name value as input by the recipient.
      • Signer last name - The last name value as input by the recipient.
      • Signer email - The email value of the recipient.
      • Signer account -  The accountID of the recipient (if one exists).
    • Sender
      • Sender first name - The first name of the sending user.
      • Sender last name - The last name of the sending user.
      • Sender email - The email address of the sending user.
      • Sender account - The accountID of the sending user.
    • Form Field - These are the custom fields authored on the agreements
    Select fields

    To add fields to your exported dataset:

    • Select a category and single-click a field to select it
    • Click the Add link at the top of the column (or the arrow pointing to the right) to add the field to the list of returned values
      • If you need to remove a field from the returned dataset, select it with a single click and then click the Remove link at the top of the column (or click the left pointing arrow)

    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.

  6. When the field-level data to export is defined, click Save.

  7. 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.

    Name the export for your filter list

  8. The page refreshes to the Exports filter with the new data export at the top.

    The status column will indicate the export is building for some amount of time. If the dataset is quite large, this could take a few seconds.

    The export list highlighting the newly created report record

  9. Once the export status converts to Ready, mouse over the export record, and select the Download icon (Or select Download from the actions menu).

    The data exports list with the Download icon and action highlighted for one export

  10. Provide a File name for the downloaded CSV.

    This is the actual name of the file after it is downloaded.

    Provided a downloaded file name

  11. Click Download

    A success message displays and the CSV is downloaded to your local system.

    browser window showing the downloaded .csv file in the footer

  12. The downloaded CSV is named as defined, containing the fields selected:

    An example CSV file with the file name highlighted

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