Create a new report chart - New version

Last updated on Apr 7, 2026

Alert

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

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:

Select New Report
Select a report type.
Select one or more charts for the report.

Select Continue.
Define the filters for the report:
- Workflow - Filters based on the workflow used to send the agreement.
- Sender - Filtering based on the sending users in your account.
- Agreement Name - Filter on the name of the agreements. Good for agreements from web forms and other sources that use a common agreement name.
- Recipient - Filters agreements by participant email. Returns any agreement where the specified email appears as a recipient, regardless of role or signing order.
- 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).
Select View Report.
The page refreshes and displays the report with the filters listed across the top.

Click Save.
Provide a Report name and click Save.

This report name is what is used to identify the report on your Reports filter page.
The page refreshes to the default Overview dashboard and a success message is displayed indicating the report has been saved.

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.