Using Reports - why can't I see it as an option and what does it do
I am trying to find out about the Reports function. I am currently doing a trial and have 8 days left of that to run. I have set up a test document (using Mega sign). What I want to know is more about the Reports side. I don't currently see the Reports tab (only Home, Send, Manage and Account). So firstly, I want to know, is the Report tool not available on the trail set up? I am trailing the Small Business set up... if I purchase that, will I have access to Reports.
And what options are there with Reports. What I'd like is to be able to export specific field data from the template on everyone I've sent the document to and whether they have signed or not, so that I can flow this back into my internal central database.
