Reports Overview

Reports can be run on the status of documents, which show various statistics related to them.

To begin searching for a document, select from one of the available reporting methods listed below. When looking for a specific document, the quickest method is to use either the Document Search or the Completed Documents reports. When results are returned, click on the Document Name to view document details, document tasks, signatories, and document history.

Available Reports

• Classic Template Usage - Displays classic template usages totals for a specified date range.

• Completed Documents - Displays a list of documents marked as completed based on the search criteria.

• Daily Envelope and Document Totals - Displays the daily total for envelopes for a specified date range.

• Document Search - Displays a list of documents based on the search criteria.

• Envelope Search - Displays a list of document envelopes for a specified date range.

• Envelope Statistics - Displays a list of document envelope information for a specified date range.

• Document Statistics - Display a list of document information for a specified date range.

• Sub Account Document and Envelope Totals - Displays sub account daily document or envelope totals for a date range.

The following video contains information on the Reporting feature of Nintex eSign.

 

Interpret Reports and History Log

You also have the ability to view the some specific statistics and the history log for a specific document or envelope. For more information on how to interpret these statistics, refer to Interpret Reports.

Simple View and Advanced View

Simple View

Allows users to the run reports based on a specific time frame.

The From Date defaults to one week prior to the current date and the To Date is the current date, but it can be changed to reflect the date range desired.

• Enter a date range and click Submit.

• Click Excel or CSV to save the report to recall for later use.

• If the report is multiple pages, click on the left and right arrows to advance to another page.

Advanced View

Allows users to run the report based on more specific search criteria. Note that some options are only available depending on what report is being run:

• Dates:

  • Creation Date

  • Start Date

  • Completion Date

  • Scheduled Expiration Date

• Document\ Envelope Id

• Order Number

• Document Name

• Signatory Name

• Account(s)

• User Name

• Status

• Document Template