Check your monthly transaction volume

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Останнє оновлення: 15 черв. 2021 р.

How to run a report for your account's monthly activity

Enterprise and business tier customers can check their monthly agreement activity on the Reports page.

To generate the report:

Authenticate to Adobe Sign as an account-level admin
- Group-level admins that have access to the data for the whole account can also run this type of report
Navigate to the Reports page
Configure your report with the below settings:
- Creation Date - Set to This month
- Users & Groups - Set to All Users
- Workflows & Documents - Set to All Workflows & Documents
- Mega Sign - Check the box to Include MegaSign Agreements
Click the Run Report button when ready
The report will return the graphical page of charts with the summary at the top.

Check the date range to ensure you are capturing the data for the current month.

The Total Sent number is the number of agreements sent from your account.
(Optionally) Save the report for future use

Примітка.

When using a saved report, be sure to click Update report with current data to get up-to-date data.