Advanced Reporting for Acrobat Sign

Transcript

[Chad] This session will be recorded and the on-demand video will be available right here where you joined the topic. As always, please make sure to ask any questions in the Q&A pod on the right side of the screen. We have some Adobe experts here to help, and we’ll also have a live Q&A session at the end of my demo. We’ll answer as many questions as possible, but for those we aren’t able to get to, there are several great resources you can visit to learn more. We’ve dropped those in the Q&A pod for you to bookmark. think you’re all going to be very excited to hear about the new reporting and export capabilities in Adobe Acrobat Sign. I imagine most have you have been requested by your employers for specific details on how Adobe Acrobat Sign is being utilized. And you’ve likely had to say, “Sorry, don’t have that kind of report.” Even worse, you’ve been asked to get a report of all your transactions and use excel to create that report on your own. I think you’ll find that you’re for the most part not going to have to do that any longer. And with upcoming new reports, we’ll have you covered completely. (soft upbeat music) Welcome to today’s Acrobat Sign Skill Builder! My name is Chad Keesling, and I’m a principal technical marketing manager with Adobe. Today I’m going to be discussing new reporting and data export capabilities in Adobe Acrobat Sign. Okay, before we get too deep, we have a quick poll for you. Thanks for your responses. I would like to start out with an easy poll. What’s your experience level with Adobe Acrobat Sign? Adobe Acrobat Sign’s new reporting empowers users in the enterprise and the business tiers of service to build, save, and manage their own custom reports and data exports in a personalized view. Reports are templates that return one or more graphs with a summary of the agreement data as defined by the user. The number and type of reports available to the user are dictated by the user’s authority level in this system and the permission scope applied to their user IDs.

In addition, new data exports provide a method for users to extract specific field data from the agreements with their authority scope. Users can apply filters to focus the return data set by user, group, workflow, or agreement name. Within the set of agreements filtered, the user can define the individual fields to be exported into a CSV file, decluttering the export from any transactional data they don’t need. Today, I will be showing you agreement reports. In development for a future release, Adobe will include transactional consumption reports that return the transaction volume through the system by user, group, workflow, or business volume trend. There are four transaction consumption charts. Also in development for future release are user reports that focus on the user metrics such as users, groups created, user, group growth trends, and user activity. There will be six user charts. Let’s dive in and show you what the new experience looks like. Before we go into what the user experience looks like, let’s go in and see what’s required to set up the new reporting. First, as an admin, you’ll have access to the account tab. Let’s go there and under account set up, you’ll see report settings. From there, you’ll first need to enable the new report experience and click save. And then to enable the specific users, you’ll go into the actual user settings. Let’s go look at Sarah Rose’s settings. Under there, you select Sarah, you’ll see that we have a new option here, report options. Here are the different choices. Based upon what you specify here is what kind of reports can be seen by this user. You have the options of users own data and any data from groups they are an admin for, users own data and data from groups they are members of or data for the whole account. If we’re looking at a system administrator, you’ll have the option of specifying whether or not they can see report data from the entire account. I’ll go to the Adobe Acrobat signed dashboard, click on the reports tab, and for the reports tab, you’ll see that there’s a new option here to switch to the new experience. The dashboard automatically loads an overview of the agreement traffic from the previous seven days, containing a summary at the top, and three charts displaying the percentage of agreements completed, the total agreement volume trend, and the average time for an agreement to complete. Over on the left, you see an overview, which is the page I’m on now, and the reports that I’ve created. I’ve got three agreement reports and one export. I also, at the bottom, have a recent reports list. I’m going to go down here and open one of my existing reports. All charts are built with the same layout and functionality. The name of the saved chart is displayed at the top. If I click all charts, it shows me all of the charts that are included in this specific report. I can identify the date range, the filters that are currently included, the numerical summary of all the agreements based on status, the actual graphical charts. For each chart, I’m able to click and view the chart details. I can view the data table that shows me all of the statics specifically around the time to compete, number of agreements and the actual dates. Finally, I can actually view the raw data. This is great because I can take from the report and I can drill down into the actual agreements that make up the detail of each of these reports. Let’s go back to our reports homepage. We just took a look at one of the reports that we just recently created. Now let’s take a look at our exports. I’ve got an export that I’ve created out there already. I’ve called it, All Data. It’s ready. I’ll talk about that in a minute. Let’s take a look at the output. Click on download. That will download a CSV file that you can inspect. Let’s take a look at that CSV file. Here you go. Here’s an example of what the output from the extract looks like. I’ve got all the columns and all the data, and this is an aggregation of all of the agreements that I’ve selected through the creation process. Now we’re going to take you back and show you actually how to create the reports and the extracts. Let’s go back again to our reports homepage. Notice I’ve got two buttons. I’ve got, New Report and New Export. Let’s start with creating a new report. A new report allows users to produce a dashboard of agreement data that includes one or more graphs. Different graph types are used depending upon the context. We have agreements completed in a dialgraph, we have time to complete in a line graph, agreements by sender or group is a bar graph, and agreement completion by sender is a scatter graph. These are the different types of charts that you can include in your report. The availability of the report chart is dependent on the user’s authority level in the Acrobat system. There are 11 agreement charts, including agreements completed, average time to complete, agreements by workflow, agreement completion by workflow, time to complete trend, agreement volume trend, and agreement completed time. These are available to all users. Agreements by sender and agreements completion by sender are available to group admins and account admins only if the user granted access to the data from groups they are a member of. Agreements by group and agreement completion by group are available to account admins only if the user has granted access to the data for the whole account. Let’s select a few of these and create a report. I want to include time to complete trend, agreement volume trend, agreement completed time, and agreements by sender. I’ll click continue. Here I can specify the date range, I’ll go ahead and specify last 12 months, and I can apply filters. I can apply workflow filters, sender, agreement name, and our group. Let’s look at each of these. For a workflow, it dynamically goes out and looks for all the workflows that I currently have in my account, allows me to filter by them. Same thing with sender, all the various senders over the past 12 month period. Agreement names, and also groups. I’ll just leave them all blank, so it selects all the agreements. I’ll click view report. It was actually pretty fast. You can see all the charts dynamically created. From there, then I can click save, and give it a name. Now you can see down on the recent reports list, here’s my new report. From here, I can open it. I also have the options of duplicating it, renaming it, or deleting it. Now let’s move on to new export. A new export request allows the user to define a range of agreements and then export field level values from those agreements. The field level export is selected explicitly at the time the export is created and can be edited at any time. Data exports allow for the data mining of completed agreements without having to sift through the columns of data that aren’t meaningful to your needs at the moment. That is where applying a useful name to the field pays off. Just like with reports, I’m given the option to set a date range. We’ll go ahead and do the last 12 months again, and add filters just like before. Workflow, sender, agreement name and group. After I’ve set my filters, I can select columns. From the column screen, I can select the type of columns that I want included in my export. I’ve got the various agreement element types, sender, recipient, and also the form fields and the document themselves. Let’s add some. To add them, I can select them from the list. I’ll just show you a select all, and add those into my export columns. I wanted to also include agreement information.

I can do the same thing there. Recipient and sender. I can select save.

I’ll give a report name. While it’s being generated, we’re going to see the status bar continue to be updated. After it’s ready, you’ll get a ready indicator, and then from there, I can download the report like we showed you before. The options for my export include refresh to get a refresh of the data, duplicate, rename, delete, open, and download.

For example, an RSVP form attached to an event where responders can select a choice of meal and list special considerations. The web form creator can then select agreements, filter by the web form name, and extract the fields from the form. Name, meal, preference, notes, et cetera, into a CSV file. Data exports are available to all users and allows for the field level export agreement data. Each export is a static download of the data available at the time the export is created. To update the data in the export, the data must first obviously be refreshed. Exports can be created to retrieve data in the context of agreements. In the future, it will also include transaction consumption and user. Let’s recap what I went through today. We learned the structure of the new reports as well as the new extract. We also learned how to create new reports and extracts, who has the authority to create each kind of report, and all the ways in which you can filter and pull out only the data that you are looking for. As a reminder, this session is being recorded and will be available on-demand in 24 hours, And we’ll also be sending you an email reminder. So, before we get to the live Q&A, let me point you to a few resources you can bookmark to help you find answers to any questions we aren’t able to get to today. We’ll drop the links in the Q&A pod for you. The first is the Adobe Help Center where you’ll find user guides, tutorials and can use the search function to find what you’re looking for. Next is Adobe Experience League. Here you can access a vast library of learning content and courses, get personalized recommendations, and connect with fellow learners. The Acrobat Sign Support Community is another great resource where you can view past discussions, join current ones or start your own. These monthly Skill Builder Webinars and Past On-Demand Webinars are a great place to learn new skills or brush up on existing. You can register for future events and watch past webinars on demand. And finally, the Acrobat Sign Resource Hub is a one-stop shop for everything Acrobat Sign and includes tips and tricks, tutorials, customer stories, and the latest integrations and more. We’re always updating and adding to it, so check back frequently. I have one last poll for you. Love to know if you learned anything new from today’s session.

Thanks for joining. It’s been great to be with you, and I’m excited to see what you come up with. I’m Chad Keesling, and thanks again for joining me today for this Acrobat Sign Skill Builder. Well, with that, let’s go ahead and jump over to the Q&A.