Reporting and transaction usage

Adobe Acrobat Sign for Business and Enterprise plans can create reports on transactions sent from user accounts. These reports can include information like signature percentage and the average time to sign. And if you need a CSV of your raw report data, or schedule a report cadence, you can quickly do that too with Acrobat Sign’s new report experience. Before I walk you through this new report experience, I want to point out that your account admin might need to enable it by going to Account, Account Settings, and then click on Report Settings and checking the Enable New Report Experience button. Let’s get started. If you don’t see the new report experience, click on Switch to New Experience. This will bring you to the dashboard view populated with some initial data, in this case, from the last 7 days. This is a great place to start, but let’s customize a report so you have exactly what you need. All you need to do is click New Report. One of the first things we need to do is find the perfect visual for the data. Adobe has a variety of charts and visuals you can include in your reports. For this demonstration, all of these will be useful to me, so I will select All and click Continue. Now I need to add the data. In the next screen, I can select my date ranges and apply any filters that I like, such as a specific agreement name or sender. Great! Now that I have the filters applied, all I need to do is click View Report and give the report a name. Okay, now that that is done, I’m going to click Save. All of your saved reports can be found by selecting Agreement Reports on the left. If you want to view a report, mouse over the report name to reveal the Open button. Once you click Open, you will see your full report. Now that I have this report open, I can see all the charts that are available, adjust and if I like, I can add filters. If I want to view the raw data behind the chart visual, all I need to do is click the three dots. I have another feature I want to point out to you. To do this, I’m going to go back to the Agreements Reports page. Say you want to schedule a report to be pulled on a specific frequency and share it with someone. Hover your mouse over the name of the report to bring up the Schedule button. Click on it and this will bring up a pop-up screen where you can select how often you want this report sent and who you want to share it with as well as a message. Going back to the Agreements Reports page, I want to point out that if you go to the three dots, you can access Schedule along with other options for your reports like Duplicate and Rename. Thanks so much for watching. And if you’d like to learn more about Adobe Acrobat Sign, take a look at the information and links on this page. These links are a great resource if you need to learn about authentication add-on services, how to report metrics with products such as notarize integrations, or about how transaction volume and activity are measured.