Generating custom reports

[bvl80008358]

I want to generate a report for a date range that will include the following fields:

Name of signer

Email of signer

Name of document signed

Date signed

I need this for our metrics.

How can I do this?

[Anubha_Goel · Accepted solution]

Hi BV Littlefield,

If you wish to generate an audit report for a particular transaction, then please follow these steps:

• Go to Manage page
• Choose the desired document
• Click on History tab on the right side of the page
• Then, choose Audit Report to run the report (find screenshot below):

Let me know if you need further assistance.

Regards,

Anubha