Creating a Custom Report

With the Create Report functionality, you can set a start and end date to see a summary of various signature and payment information associated with the documents in your portal.

To create a report:

Navigate to Reports, and then click Create Report.
Enter a Start Date by selecting from the date picker, or by entering a date in ISO format.
Enter an End Date by selecting from the date picker, or by entering a date in ISO format.
Optional – Select Date Created or Date Signed to sort the results.
Click Show Results.
Optional – Click Export to Excel to export the report and save it. Note that this report doesn't save when you generate it. You must regenerate this report each time you want to access it if you don't export to Excel.

The Create Report shows the following information:

Row Number - the number of the row.
Description - the title of the file.
Owner Email - the email address of the owner of the file.
Transaction Status - the active or inactive status of the transaction associated with the document.
Signer Email - the email address of the signer.
Document Name - the name of the signature document.
Document Status - the active or expired status of the document.
Date Created - the date and time the file was created.
Date Invited - the date and time the user was invited to the signature document.
Date User Invited - the date and time the user invited a signer to the file.
Expiration Date - the expiration date of the file.
Last Visit - the date and time of when the file was open last.
Signer Type - the level of the signer for a signature document.
Signed Date - the date and time the document was signed.
Signed Name - the name the signer entered on the signature document.
Signed Status - the signed or unsigned status of the signature document.
Decline Comments - any comments the signer left if they declined to sign the signature document.
Ip Address - the IP address of the machine where the signature document was signed/accessed.
Signed Method - the electronic or fax method used to sign and return the signature document.
Date Signed - the date and time the signature document was signed.
CC Email - the email addresses of any users added as CC's to a file.
Last Visit for a CC - the date and time the file was last accessed by a CC user.
Type of Transaction - the place where the transaction occurred, typically web.
Email Caption - the message included with the email sent to signers.
Id Check Required/Status - the required or not required status of an Id check.
File Id - the Sertifi system generated file ID.
Document Id - the Sertifi system generated document ID.