Portal Usage Report

This report shows the following information:

Folders Sent – Overall count of all folders sent (includes active, archived, and deleted)
Total # of Documents – Count of overall documents sent (signature documents, PDF Auth forms, and eForms), including deleted/removed documents, with the exception of reference documents
# of Signature Documents – Total number of signature documents sent, including deleted/removed documents
# of eAuths – The count of eAuthorization (PDF Auth forms and e-Forms) documents that were sent, including deleted and removed documents. This includes documents sent from both Send Authorization workflows, documents sent via the API that contain embedded auth tags, and folders sent from the Send Agreements flow that contain an embedded auth tag. This count also includes stand-alone authorizations sent from portals where Sertifi’s token provider is enabled.
# of Reference Documents – Total number of reference documents sent
Payments Requested – Overall count of all payments sent, including cloned payments. On portals where Sertifi’s token provider is not enabled, stand-alone authorizations will also be included in this count.
Payments Received – Total number of payments received. Payments have a status of Paid or Authorized.
ACH Payments Received – Count of payments received via ACH/Bank Account. Payments have a status of Paid or Authorized.
Amount Received – Total dollar amount of payment received
ACH Amount Received – Total dollar amount of payments received via ACH/Bank Account.
Refunds Sent – Count of refunds sent
Refund Amount – Total dollar amount for refunds sent
Total Amount – Total dollar amount received by subtracting the values in the Amount Received and Refund Amount columns
Virtual Cards – Overall count of travel company authorization records received

The rollup version of this report will also include the following information:

Account – The name of the Sertifi portal
Total Admins – Count of admins for the account