How to Generate Document Activity Reports
Reports help you understand how your document requests are moving through the signing process. Use filters to narrow the data, compare activity over time, and spot trends that matter.
The Report View
1. Choose a report — Switch between Workflow Trends and Progress & Status Distribution, depending on what you want to measure.
- Workflow Trends shows how document activity changes over time.
- Progress & Status Distribution shows how requests move through the signing process and where they currently stand.
2. Filter the data — Use the Status filter to focus on specific request states, such as Sent, Opened, Pending, or Completed.
3. Select a date range — Choose the period you want to analyze. Every chart updates automatically based on your selected dates.
Reading Your Reports
Workflow Trends
This chart plots document activity over time, making it easy to identify busy periods, sudden spikes, or days with little activity. Compare multiple statuses in a single view to see how requests progress throughout the selected date range.
Total Document Progress
This report follows your signing funnel—from documents sent, to opened, to completed. The completion rate provides a quick measure of how many requests successfully reached the finish line.
Request Status Distribution
See how your requests are divided across different statuses at a glance. If one status begins to dominate, it may highlight documents that need follow-up or attention.
Make Reports Work for You
The most useful reports answer one question at a time. Start with a date range, apply the status filters you need, and compare the results. Whether you're checking this week's activity or reviewing the past month, the reports help you understand where requests are progressing smoothly—and where they're slowing down.