- Welcome to Adobe Acrobat Sign for Government
- First steps for new accounts
- Claiming an email domains
- Connecting Okta to a federated identity solution
- Manually create/edit users in Okta
- First steps for new accounts
- Configure Acrobat Sign
- Configuration Overview
- System requirements
- Branding
- User access to features
- User experience within the application
- Recipient experience when interacting with agreements
- Transaction security
- Compliance information
- Configuration Overview
- Administrator processes
- Admin guide overview
- Users
- Groups
- Templates
- Custom workflow designer
- GDPR deletion processes
- Sandbox
- User environment and processes
- Support resources
- Transaction limits
- Page layouts
- Configure your profile
- Send agreements
- Compose an agreement to send for signature
- Recipient signing order
- Written signatures
- Send an agreement to yourself only
- Send in Bulk
- Sending from a template on the Manage page
- Sign agreements
- Fill and Sign a document
- Self Signing
- Signing a document from an email link
- Sign a document from the Manage page
- Compose an agreement to send for signature
- Custom workflow designer
- Manage agreements
- Search for agreements
- View Agreements
- Activity history and Audit Report
- Add a note to an agreement
- Set a reminder
- Cancel a reminder
- Add an expiration date
- Modify/Delete an expiration date
- Modify the files of a sent agreement
- Replace the current recipient
- Upload a signed agreement
- Share an individual agreement
- Download an agreement
- Download the individual files of an agreement
- Download the audit report
- Download the signer identity report
- Download the field data from an agreement
- Cancel an agreement
- Hide an agreement from view
- Reporting
- Create a report with classic reporting
- Report charts and data exports
- Data Exports
- Report Charts
- API
Classic Reports page overview
The report feature lets you check on how your account is using Acrobat Sign. Build your own reports and gain complete visibility into your document signing process, while seeing how individual groups or users are doing.
Creating a new report
To create a new report, select the Reports tab, then click on the Create a new report link.
The four preconfigured reports under the Create a new report link are samples of the types of reports you can run.
All four can be edited for your use if you like, and the bottom three can be deleted.
As you create and save new reports, they are listed in this area for easy access.
When setting up a report, multiple parameters can be set to customize the results. All the parameters described below are available.
Creation Date
The creation date is the time frame you want the report to encompass. This can be one of the four predetermined time frames (this week, last week, this month, last month) or enter a custom date range.
Users & Groups
This parameter lets you run the report on specific users or groups. One or more can be chosen for either, or you can run the report against all users in the account.
Documents & Workflows
Specific documents can be chosen to include in the report with this option. The documents listed in this field are the library documents used throughout the account. Individual, one-off documents will not be listed here.
Document Name
Specific documents can be chosen to include in the report with this option. The documents listed in this field are the library documents used throughout the account. Individual, one-off documents will not be listed here.
Send in BulkSend in Bulk
Enabling this parameter includes Send in Bulk agreements in the resulting report. If not checked, they are not included.
Performance Goals
You can set thresholds for performance, using the Performance Goal view. The gauges reflecting performance are displayed in the resulting report.
Benchmark
By default, the benchmark parameter is disabled for reports. Click the report settings link to enable it.
Benchmarking provides an expanded method for keeping track of agreement progress and signing rates.
Graph Agreements By
Each enabled option (by Date, Sender, Group, Form, Workflow, and Signature Type) provide a different type of graph on the report.
Et Cetera
The parameters in this section are for altering the graphics on the resulting report. Changing these from the default parameters can speed up the report process.
Once you click the Run Report button, the report will be generated based on your parameters. There are multiple actions you can take with your report.
Update Report with Current Data
Clicking this link is like refreshing the page. The new report will include recent transactions and activity.
Save Report
Saving the report allows you to run this report again in the future.
Share Report
Sharing allows you to send the report results to someone else. You just need to enter their email address and a message.
Schedule Report
Setting a schedule for this report will run it with the same parameters at the frequency you define.
Export Report Data
Clicking this link will prompt you to open or save a .CSV file. CSV files can be opened in Excel and all transaction information for the agreements in the report, will be categorized in the various columns.
Printer-Friendly Version
Clicking this link will open a printer-friendly version of the report.
Edit Settings
This link will open and permit editing of the configured parameters for the report.