Content reporting can be used to find out how many times your templates and content library items have been used for your PandaDoc documents. This includes any templates that you use for your CRM integrations with PandaDoc. You can search by date ranges and provide a list of the content names, times used and who the content was created by.
Accessing content reporting
You can find reporting by clicking on the “Reports” icon on the left side of your PandaDoc account.
If you do not find the icon, ask your Account Owner to enable it in the Add-on Store (found in the bottom left of your account).
On the left side, you can choose reporting options for “Templates” and “Content Library Items”.
Understanding content reporting
In the top left, you will see “Dates”. Click on this to access the Calendar option to choose the date range you want to get a report for.
Within a selected time period, you will see a list of items with the following information: Title, Times Used, Percentage of Usage and who Created it.