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Clixsign Reporting

  • Updated

The Clixsign Report allows management to keep track of all Clixsign document signature requests sent from the system.

  1. From the Reports tab, click ClixSign.Reports_Tab.pngReports_Page_to_ClixSign.png

  2. Select one of the following report views to display your data:
    • Signings Over Time to view signings over a selected period of time.
      Signings_Over_Time_Chart.png
    • Compare Users to view signings by user.
      Compare_Users_Chart.png
    • Compare Companies to view signing rates between companies in the CRM.
      Compare_Companies_Chart.png
    • Sign Rate to view completed document rates.
      Sign_Rate_Chart.png
  3. To download any of the chart views shown above, go the Downloads dropdown to select the format you wish to download the chart to (see below).
  4. Chart_Image_Download_Options.png
  5. Select the appropriate options to filter the report by:
    ClixSign_Report_Table_View.png
    • 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.
    • Template: Allows for filtering based on Template.
    • Sign Date / Sent Date: Allows for filtering based sign date or sent date.
    • Start / End Date: Allows for filtering based on a date range. 

  6. Select one of the following to export your data:

    • Export Full Report to export the full table. An email is sent to the user which includes a link to the full report in the CRM.

    • Export Current View to export only what's displayed on the screen. into a CSV file (for use on a spreadsheet program such as Microsoft Excel or Google Sheets.
      Export_Full_Report.png
      NOTE
      This report can also be accessed in the Reports tab, under My Exports. It remains for seven (7) days and then is automatically deleted.

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