Availability: Enterprise plan, this feature is in closed beta.
Warning:Bundled documents are counted in the reporting as a single document.
Note:Only the owner of the account and users with an Admin, Manager, or a custom role with permission to ‘access reporting’ can see the Reporting data. If a user has a Manager role in ‘Workspace A’ and has a Member role in ‘Workspace B’, then only data from the ‘Workspace A’ will be available for them.
Reporting gives you useful insight into your team’s performance to make data-informed decisions on your strategy. This article covers 'Workflow overview' and 'Data analytics' tabs under Reporting. Now let's dig deeper into each.
Note:The date range includes only Editor 2.0 documents created (from templates and from scratch/upload) during the selected timeframe.
Workflow overview charts can give you helpful insights into your document funnel. The data in charts can be filtered by the specific time period and by workspace.
Note:By default, in the document overview tab, you see the data for last month’s performance in all workspaces of the account.
Note, documents are included in charts based on when they were created regardless of when they were sent or completed.
For example, you picked the date range of November 1st to December 1st, 2021.
10 documents were created, sent, and completed within the time range you selected, 3 documents were created before November 1st but were completed within the chosen time period, so the metric will show 10 in total.
Note:The default date range for the chart is one month, you can filter the time frame for your reporting and select workspaces to be included in the reporting.
Document progress chart allow you to easily check how many documents created by your team were sent and completed.
By hovering over the curve you can see the detailed info per day:
- The gray curve shows the number of documents created. (from templates and from scratch/upload)
- The blue curve shows how many of the created documents were sent
- The green curve shows the number of sent documents were completed by recipients within a selected date range.
This funnel shows the process of moving documents from Created > Sent > Completed. It also shows the transition between statuses in percentage.
Close rate shows you the percentage of the documents that were sent and completed by recipients within a selected date range.
Status transition time
This chart allows you to understand how much time documents spend between the core statuses. The time is calculated by the median formula.
By hovering over the curve you can see the data per day/week/month depending on the date range you choose above charts.
Note:If the document status was changed manually, only the first and the last statuses in the succession will be counted – those in between will not be included in charts and the ‘Document analytics’ table.
Median status transition time
This chart helps you to understand how much time does it take for your team to prepare and send a document, and how long does it take for the recipients to complete it.
The chart shows the summary of the Status transition time for a selected date range.
Note:By default, you see the data for last month’s performance in all workspaces of the account in the document overview tab.
Document analytics table allows you to see detailed data on your document efficiency, customize it up to your needs, save and export your custom reports.
You can customize the data with the help of Filters and Customize table section (rows and columns).
Allow you to set the basis of your reporting: Workspace, Creator, Template, or Document name. Once you choose a row, the data in the table will be recalculated.
With the help of the Columns section, the specific columns can be included in or excluded from the table. There is no option to reorder rows or columns in the table, however, all of the rows, except ‘Document name’ and ‘Creator’ can be sorted in Ascending/Descending order.
Using filters you can include/exclude information from Document analytics. You can add/remove workspaces, document creators (users on your account), templates used to create documents, or document names you’d like to see in the table.
Select a filter you need, then check/uncheck the options you need, and click Done.
Once you customize your report, you can save it to easily navigate through the required data in the future. To do this select Save at the top right, then name your new report, add a description under ‘Caption’ (optional) and select Save report. Once saved, it will appear under ‘Data analytics’.
You can apply some changes to your custom report and select Save to update it. Saved reports can be renamed and deleted.
You can’t delete or rename the following default reports: Leaderboard, Document efficiency, and Template efficiency.
How to export document analytics
You can export a report on document activity within a certain date range in a CSV file format.
The following information is included in a report:
- User Name
- User Email
- Document Name
- Template Name
- Template Folder
- Document Recipient
- Document Status
- Created Date (UTC+0)
- Updated Date (UTC+0)
- Approved Date (UTC+0)
- Sent Date (UTC+0)
- Completed Date (UTC+0)
- Paid Date (UTC+0)
- Expired Date (UTC+0)
- Declined Date (UTC+0)
- Removed Date (UTC+0)
- Grand Total
- Grand Total Currency
- Status Changed Manually
- Signed In Person
- Document URL
Details on statuses in the documents analytics table
Created - number of documents created within the chosen date range.
Approved - number of documents approved within the chosen period.
Sent - number of documents sent within the chosen date period. If the document was sent, then moved back to Draft and then moved forward to Sent again only the first ‘Sent’ status will be counted.
Completed - Documents completed by all recipients. It includes documents in “Paid” and “Waiting for Payment” status.
Expired - Send documents that are expired according to the selected expiration time.
Paid - Documents in Paid status. To appear in this status, the document necessarily must be paid - it can be moved here manually.
Approval rate - Percentage of approved documents among all documents created within a specific date range.
Send rate - Percentage of all sent documents among all documents created within the chosen date range.
Completion rate - Percentage of completed documents among sent documents that had been created within the chosen date range.
Declined rate - Percentage of documents in ‘Declined’ status among sent documents that had been created within the chosen date range.
Expired rate - Percentage of documents in the 'Expired' status among sent documents that had been created within the chosen date range.
Template rate - Percentage of documents created from templates among all documents created within the chosen time.
Time to send - Median time between creating and first sending documents within a specific date range.
Time to complete - Median time it takes documents to move from “Sent” to “Completed” status within a specific date range.