The Clixsign Report allows management to keep track of all Clixsign document signature requests sent from the system.
Location: Reports > Clixsign
Clixsign Reporting Graphs
View signings over time
View signings by User
Compare signing rates between companies in the CRM
View completed document rates
Clixsign Report Filtering
- Company: Allows for filtering by company in your CRM.
- Sent By: Allows for filtering based on the User that sent the Clixsign request.
- Status: Allows for filtering based on the Clixsign document request status.
- Campaign: Allows for filtering based on Campaign.
- Sign Date / Sent Date: Allows for filtering based sign date or sent date.
- Start / End Date: Allows for filtering based on a date range.
Clixsign Report Table
The Clixsign report table can be exported to .CSV for use in spreadsheet programs such as Microsoft Excel