The new Reports experience empowers users in the enterprise and business tiers of service to build, save, and manage their own custom reports and data exports in a personalized view.

Reports are templates that return one or more graphs with a summary of the agreement data as defined by the user. The number and type of reports available to the user are dictated by the user's authority level in the system and the permission scope applied to their userID.

Data exports provide a method for users to extract specific field data from the agreements within their authority scope. Users can apply filters to focus the returned data set by user, group, workflow, or agreement name.

Within the set of agreements filtered, the user can define the individual fields to be exported into a CSV file, decluttering the export from any transactional data they don't need.

Report types include:

• Agreements (All users) - Agreement reports return the metrics for agreement activity, such as completion rates,  time to complete, workflow usage, volume trends, and sender/group trends. There are eleven Agreement charts.
  
• Transaction consumption (All users) - Returns the transaction volume through the system by user, group, workflow, or overall volume trend. There are four Transaction Consumption charts.
• Users (In development) - User reports focus on the user metrics such as users/groups created, user/group growth trends, and user activity. There are six planned User charts.
• Settings Activity Audit (Admins only) - Administrators have access to run a special report that returns the settings level activity for their users, group, or the whole of the account, depending on the authority level of the administrator.

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.

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
      

Data Exports

Data exports are available to all users and allows for the field-level export of agreement data.

Each Export is a static download of the data available at the time the export is created. To update the data in an Export, the data must be refreshed first.

Exports can be created to retrieve data in the context of Agreements, Transaction Consumption, and User.

The field data exported is selected explicitly at the time the Export is created and can be edited at any time.

Report Charts

The availability of report charts is dependent on the user's authority level in the Acrobat Sign system.

Currently available charts:

• Eleven Agreement charts
• One Setting Activity Audit (available to admins only)

• Four Transaction Consumption charts

• Six User charts
  

*These reports are enabled if the user is granted access to the data from groups they are a member of.

** These reports are enabled if the user is granted access to the data for the whole account.

Chart format

Agreement and Transaction charts are built with the same layout and functionality:

1. The name of the saved chart is displayed at the top
2. The filters currently applied to generate the chart as shown. All of the filters can be edited:
   • All Charts - Dictates the chart(s) displayed. One or more charts can be added, and the original can be removed.
     
   • Date range - The date scope for the agreements used to generate the chart can be updated.
   • Filters - Add or change the filter for Workflow, Sender, Agreement name, or Group.
3. The numerical summary of agreements based on status.
4. The graphical chart.
5. Table data -  Allows access to:
   • View the chart details - A larger view of only the chart itself.
   • View data table - A table-based representation of the chart.
   • View raw data - A table listing of the individual agreements used to generate the chart.

Bar, Line, and Scatter graphs provide details when the pointer hovers over a chart data element.

Agreement chart examples

Transaction Consumption chart examples

Settings Activity Audits

The Settings Activity Audits report is a particular type of report to allow administrators to have visibility of (and an auditable record of) any changes in settings applied to a user, group, or the account as a whole.

• Users don't have access to the report.
• Group-level administrators can generate reports for all groups in which they have admin authority and any user with a primary group under the admin's control.
• Account-level administrators can review the account-level settings in addition to all of the group and user-level settings within the account.

Only one report type is available, the Settings Activity Audit Log, which produces a report containing the following:

• The date the change was made
• The setting that was changed
• The old value of the setting
• The new value of the setting
• The target of the change (User, Group, Account)
• The target name; the target email address is printed under the name
• The Actor that executed the change
• The IP address that the Actor was using when the change was executed.

All updates to system settings at the account and group level are reported.

Updates to users are partly reported:

Assigning user authority to access report data

For the new reporting environment, user access to report data can only be configured by an account-level administrator via the Users interface in the admin menu:

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: