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Create a new report chart

 

Adobe Acrobat Sign Guide

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Administer

Send, Sign, and Manage Agreements

Advanced Agreement Capabilities and Workflows

Integrate with other products

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Support and Troubleshooting

Creating Reports

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 chart content depends on the report type you run).

Agreement reports only support the previous 60 months of data. Reports requesting data outside the scope of 60 months trigger an error and block the creation of the report.

To create a new agreement report:

  1. Select New Report

  2. Select a report type.

  3. Select one or more charts for the report.  

    Click Continue.

    The report configuration interface

  4. Define the filters for the report.

    Click View Report.

    Define the filters

  5. The page refreshes and displays the report with the filters listed across the top.

    Click Save.

    Displayed report with filters

  6. Provide a Report name and click Save.

    This report name is what is used to identify the report on your Reports filter page.

    Save the report to your system reports record

  7. The page refreshes to the default Overview dashboard and a success message is displayed indicating the report has been saved.

    A saved report with the Success message displayed

    At any time you can return to the Report filter for the report type you used and open the report to view it with current data.

    And agreement report record with the Open action highlighted

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