User Guide Cancel

Create 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

Creating Exports

Data exports allow for the data mining of completed agreements without having to sift through columns of data that aren't meaningful to your needs at the moment.

This is where applying a useful Name value to your fields pays off.

To create a new data export:

Click New Export
Select the data export type.
Define your filters:
- Select a date range for the export (evaluated based on the Last Modified date of the agreement).
- Optionally add one or more workstream filters to limit the data set to only targeted agreements.
  
  If no filters are selected, all agreement data within the selected date range are returned.
When the filter is properly configured, click Select columns in the upper-right corner of the window
Select the fields that you want to export to the CSV
- Each field selected is a column on the table
- Each row of the table represents one recipient record
  
  Agreements with multiple recipients may have multiple rows.
The available fields are listed under four categories:
- Agreement - Fields germane to the agreement transaction
  
  Agreement external ID - External IDs are added via API or integration.
  
  Agreement status - Complete, In Progress, Expired, etc
  
  Agreement name - The name provided for the agreement when it was created
  
  Agreement Id - The internal Acrobat Sign ID assigned to the transaction.
  
  Created Date - The time/date stamp of when the agreement was created
  
  Transaction Date -
  
  Last Event Date - The last time the agreement was modified
  
  Workflow - The ID number for the workflow used to send the agreement
  
  Type - The type of template used to create the agreement
- Signer - Fields relevant to the recipients of the agreement
  
  Signer first name - The first name value as input by the recipient
  
  Signer last name - The last name value as input by the recipient
  
  Signer email - The email value of the recipient
  
  Signer account - the accountID of the recipient (if one exists)
- Sender
  
  Sender first name - The first name of the sending user
  
  Sender last name - The last name of the sending user
  
  Sender email - The email address of the sending user
  
  Sender account - The accountID of the sending user
- Form Field - These are the custom fields authored on the agreements.
To add fields to your exported dataset:
- Select a category and single-click a field to select it
- Click the Add link at the top of the column (or the arrow pointing to the right) to add the field to the list of returned values
  
  If you need to remove a field from the returned dataset, select it with a single click and then click the Remove link at the top of the column (or click the left pointing arrow)
The option to Select All fields is available in both columns, and selects all of the available fields in the column to move as needed.
When the field-level data to export is defined, click Save.
Provide a File name for the data export and click Save.

This file name is what is used to identify the export on your Exports filter page.
The page refreshes to the Exports filter with the new data export at the top.

The status column will indicate the export is building for some amount of time. If the dataset is quite large, this could take a few seconds.
Once the export status converts to Ready, mouse over the export record, and select the Download quick action (Or select Download from the actions menu).
Provide a File name for the downloaded CSV.

This is the actual name of the file after it is downloaded.
Click Download

A success message displays and the CSV is downloaded to your local system.
The downloaded CSV is named as defined, containing the fields selected: