The Clixsign Report allows management to keep track of all Clixsign document signature requests sent from the system.
- From the Reports tab, click ClixSign.
- Select one of the following report views to display your data:
- Signings Over Time to view signings over a selected period of time.
- Compare Users to view signings by user.
- Compare Companies to view signing rates between companies in the CRM.
- Sign Rate to view completed document rates.
- Signings Over Time to view signings over a selected period of time.
- 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).
- Select the appropriate options to filter the report by:
- 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.
-
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.
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.
-