User Guide Cancel

Report charts and data exports

Last updated on May 7, 2023

Welcome to Adobe Acrobat Sign for Government
Configure Acrobat Sign
1. Configuration Overview
2. System requirements
3. Branding
4. User access to features
5. User experience within the application
6. Recipient experience when interacting with agreements
7. Transaction security
8. Compliance information
  1. GDPR
  2. HIPAA
  3. eVaulting Chattle paper
  4. IVES
Administrator processes
1. Admin guide overview
2. Users
  1. Manage users in the Gov CloudCreating users
  2. Add users to a group
  3. Remove a user from group membership
  4. Update users in bulk
  5. Users in Multiple Groups (UMG)
    1. Overview
    2. Differences in UMG enabled accounts
3. Groups
4. Templates
  1. Edit shared templates
  2. Transfer template ownership
5. Custom workflow designer
  1. Create a custom workflow
6. GDPR deletion processes
  1. Delete a user
  2. Delete agreements
7. Sandbox
User environment and processes
1. Support resources
2. Transaction limits
3. Page layouts
4. Configure your profile
5. Send agreements
  1. Compose an agreement to send for signature
  2. Recipient signing order
  3. Written signatures
  4. Send an agreement to yourself only
  5. Send in Bulk
  6. Sending from a template on the Manage page
  7. Sign agreements
  8. Fill and Sign a document
  9. Self Signing
  10. Signing a document from an email link
  11. Sign a document from the Manage page
6. Custom workflow designer
7. Manage agreements
8. Reporting
  1. Create a report with classic reporting
  2. Report charts and data exports
    1. Overview
    2. User permissions for report charts and exports
  3. Data Exports
  4. Report Charts
9. API
  1. API Swagger documentation
  2. Webhooks

Overview of Data Exports and Report Charts

The new Reports experience empowers users in the enterprise and 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 the system and the permission scope applied to their userID.

Data exports provide a method for users to extract specific field data from the agreements within their authority scope. Users can apply filters to focus the returned 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.

Report types include:

Agreements (All users) - Agreement reports return the metrics for agreement activity such as completion rates, time to complete, workflow usage, volume trends, and sender/group trends. There are eleven Agreement charts.
Transaction consumption (In development) - Returns the transaction volume through the system by user, group, workflow, or overall volume trend. There are four Transaction Consumption charts.
Users (In development) - User reports focus on the user metrics such as users/groups created, user/group growth trends, and user activity. There are six User charts.

Note:

The Transaction and Users report types are included in this documentation for awareness, but are currently under development and not available in the current release.

The default dashboard (Overview)

When the new Reports experience is first opened, the default dashboard is loaded.

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.

Two buttons are available to the user for creating new report/export content:

New Export - A new export request allows the user to define a range of agreements, and then export field level values from those agreements.
- e.g., An RSVP form attached to an event where responders can select a choice of meal and list special considerations
- The webform creator can then select the agreements (filtered by the web form name) and extract the fields from the form (Name, meal preference, notes, etc) into a CSV file
New Report - A new report allows the user to produce a dashboard of agreement data that includes one or more graphs. Different graph types are used depending on the context:
- Agreements completed is a dial graph
- Time to complete trend is a line graph
- Agreements by sender or group is a bar graph
- Agreement completion by sender is a scatter graph

Both exports and reports allow the user to save the template for future use in their personal list of exports and reports.

Only exports allow the user to download a CSV file of the data requested.

The left rail of the screen provides links to view the content of the user's reports and data exports. The rail has up to five clickable links:

Overview - Brings the user to the view of their agreement data over the prior seven calendar days. Essentially reloads the default dashboard on the landing page.

Report Types - The three types of reports (Agreements, Transaction Consumption, and Users) each have their own clickable link to open the full list of reports for that report type. Note that Reports always collect the current data for their filter settings (e.g. Last 30 days) when opened to view.

The number after the report type denotes the total number of reports available for that type.
Reports are listed with the most recently modified at the top.
Each report type has two default reports that are always at the top of the list, and may not be deleted:
- {Type} for the week - Displays a compilation of all available type-specific charts for the previous seven days.
- {Type} for the month - Displays a compilation of all available type-specific charts for the previous 30 days.

Each report type listing has the same page format with three columns:

Report Name - The name as supplied by the report creator.
Date Created - The time/date stamp of when the report was created. The time zone shift is predicated on the set time zone for the user's primary group.
Last Viewed - Indicates the time/date stamp for when the report was last viewed.

Note that mousing over any report record exposes an Open button that can be used as a quick action to view the report.

Additionally, there are several options to manage the report, accessed by selecting the ellipsis on the far right of the record. Those options are:

Duplicate - Makes a copy of the report that can then be edited and saved with a new name (as needed).
Rename - Opens an editing field to change the name of the report.
Delete - Deletes the report. This action is irrevocable.
Open - Opens the report for viewing.
- Same functionality as the Open quick action button.
- It is also possible to edit the configuration of an opened report and save it under the existing name.
  - If a new name is desired, the report should be duplicated first.

Exports (N) - Provides a list of all data exports created and saved by the user. Note that a data export is a static report once generated and must be explicitly refreshed to update the data.

The Exports page layout contains five columns:

Export Name - The export name as defined by the user when created.
Status - The current status of the export. When an export is first created, the compilation of the data can take some time.
- Ready - When the export has been fully built, a Ready status is displayed. Only exports that are Ready can be downloaded.
- When an export is still building, a processing bar is displayed until the export is Ready.
Data Type - Identifies the type of data the export contains (Agreement, Transaction Consumption, or User)
Date Created - The time/date stamp of when the report was created. The time zone shift is predicated on the set time zone for the user's primary group.
Last Viewed - Indicates the time/date stamp when the report was last opened. This timestamp does not require that the export be altered and resaved to update.

Note that mousing over any export record exposes two quick action buttons: Open and Download.

Additionally, there are several options to manage the report, accessed by selecting the ellipsis on the far right of the record. Those options are:

Refresh - Refreshes the content included in the export to the most current data. If the report has not been refreshed, the previous data is presented.
Duplicate - Makes a copy of the report that can then be edited and saved as needed.
Rename - Opens an editing field to change the name of the report.
Delete - Deletes the export data. This action is irrevocable.
Download - Downloads a CSV of the export content. The user is prompted to provide a file name prior to the download.
- Same functionality as the Download quick action button.
Open - Opens the export for reconfiguring the field values to be included in the CSV.
- Same functionality as the Open quick action button.

The display stage contains the report summary and chart(s):

At the bottom of the page is a scrolling list of the last used/created reports, with the most recent near the top.

The two default reports (per report type) are pinned to the top of the list and cannot be edited, renamed, or deleted. They are:

{Report Type} for the month - Creates a full dashboard view of the logged-on user's agreement data for the previous 30 calendar days.
{Report Type} for the week - Identical to the above report, excepting the time span only covers the previous seven calendar days.

Mousing over any report or export record exposes the quick action buttons:

Open - Depending on the record type (Report or Export):
- Reports open a view of the report. The report chart and filters can be changed and the port saved with the new configuration.
- Exports open the field configuration for the export, allowing the export to be reconfigured and saved.
Download (Exports only) - Queues a downloadable CSV file.

Additionally, there are several common options to manage the recent exports/reports, accessed by selecting the ellipsis on the far right of the record. Those options are:

Refresh (Exports only) - Refreshes the content included in the export to the most current data. If the report is not refreshed, the previous data is presented.
Duplicate - Makes a copy of the report that can then be edited and saved as needed.
Rename - Opens an editing field to change the name of the report.
Delete - Deletes the export data. This action is irrevocable.
Download (Exports only) - Downloads a CSV of the export content. The user is prompted to provide a file name prior to the download.
- Same functionality as the Download quick action button.
Open - Functions are the same as the quick action buttons. Depending on the record type (Report or Export):
- Reports open an editable view of the report.
- Exports open the editable field configuration for the export.

Filtering for Exports and Reports

Most accounts generate enough volume to require limiting the agreement dataset to return only the values for a select time frame, event, or workstream.

Both exports and reports use the same primary filtering system to limit the number of agreements being included in the returned dataset.

You can limit the dataset by:

Date Range - Limits the returned data set to a time box based on the Creation Date of the agreement
Workstream filters - Limits the returned data set based on known workstream values relative to the agreement.
- If no filter is selected, all agreements within the data range are returned.
- Workstream filters are additive. All agreements that fit any one (or more) of the filters are included in the returned dataset.
- The filtering categories are:
  - Sender - Filtering based on the sending users in your account
  - Workflow - Filters based on the workflow used to send the agreement
  - Agreement Name - Filter on the name of the agreements. Good for agreements from web forms and other sources that use a common agreement name
  - Group - Filtering agreements based on the group(s) they were sent from

When selected, workstream filters expose a sub-filter to allow the user to explicitly select from values within that filter type known to the user (using a multi-select drop-down list).

The user can type a string into the field to produce a list of values that match.

Multiple values can be selected.

Data Exports

Data exports are available to all users and allows for the field-level export of agreement data.

Each Export is a static download of the data available at the time the export is created. To update the data in an Export, the data must be refreshed first.

Exports can be created to retrieve data in the context of Agreements, Transaction Consumption, and User.

The field data exported is selected explicitly at the time the Export is created and can be edited at any time.

Report Charts

The availability of report charts is dependent on the users' authority level in the Acrobat Sign system.

Currently available charts:

Eleven Agreement charts

In development:

Four Transaction Consumption charts
Six User charts

Report Type	Chart	Users	Group Admins	Account Admins
Agreement	Agreements completed	Yes	Yes	Yes
Agreement	Average time to complete	Yes	Yes	Yes
Agreement	Agreements by workflow	Yes	Yes	Yes
Agreement	Agreement completion by workflow	Yes	Yes	Yes
Agreement	Time to complete trend	Yes	Yes	Yes
Agreement	Agreement volume trend	Yes	Yes	Yes
Agreement	Agreement completed time	Yes	Yes	Yes
Agreement	Agreements by sender	No*	Yes	Yes
Agreement	Agreement completion by sender	No*	Yes	Yes
Agreement	Agreements by group	No**	No**	Yes
Agreement	Agreement completion by group	No**	No**	Yes

In development
Transaction Consumption	Transaction volume trend	No**	No**	Yes
Transaction Consumption	Transactions by sender	No**	No**	Yes
Transaction Consumption	Transactions by group	No**	No**	Yes
Transaction Consumption	Transactions by workflow	No**	No**	Yes
Users	Users created per day	No	No	Yes
Users	Groups created per day	No	No	Yes
Users	Total users over time	No	No	Yes
Users	Total groups over time	No	No	Yes
Users	Unique senders per day	No	No	Yes
Users	User login activity	No	No	Yes

*These reports are enabled if the user is granted access to the data from groups they are a member of.

** These reports are enabled if the user is granted access to the data for the whole account.

Chart format

All charts are built with the same layout and functionality:

The name of the saved chart is displayed at the top
The filters currently applied to the generate the chart as shown. All of the filters can be edited:
- All Charts - Dictates the chart(s) displayed. One or more charts can be added, and the original can be removed.
- Date range - The date scope for the agreements used to generate the chart can be updated.
- Filters - Add or change the filter for Worflow, Sender, Agreement name or Group.
The numerical summary of agreements based on status.
The graphical chart.
Table data - Allows access to:
- View the chart details - A larger view of only the chart itself.
- View data table - A table based representation of the chart.
- View raw data - A table listing of the individual agreements used to generate the chart.

Note:

Editing and saving an existing report does not allow the report to be renamed under the new configuration.

If you want to create a new variant of a report, Duplicate the report first, and name the duplicate in accordance with the nature of the new report.