Run a Report 

You can run your own reports using the Run Report feature. Unlike Report History, reports created using the Run a Report feature are not limited to 90 days' worth of information.

Note: In order to utilize these reports, you must be using the updated Signing Experience released in February 2020. To enable the updated Signing Experience, contact eDOC Client Development. 

 

Run a ReportRun a Report

  1. From the home page, click Reports. The Report History page appears.

  2. Click the Run Report tab. The Run Report screen appears. 

  3. From the Select Report to Run drop-down list, select a report to run:

View Report TypesView Report Types

  • Packages by Status – See a breakdown of packages based on their current status (e.g. Completed, Out for eSign, etc.). 
  • Signing by Channel – See a breakdown of completed packages based on the channel used to complete the signing (e.g. Public, Private, Sign Now Tablet, etc.). 
  • Time to Sign – See a breakdown of completed packages based on the amount of time it took signers to complete the package.  
  • Number of Docs – See a breakdown of completed packages based on how many documents are in each package. 
  • Deleted Packages – See a breakdown of deleted packages organized by user. 

 

  1. A set of Report Parameters appears. In the Report Parameters Start Date and End Date fields, enter a start date and end date for your report. Alternatively, you can select start and end dates from the calendar that appears when you click into either field.
  2. Click Run Report. The report opens in a new tab.