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Pulling report by Completed date and not Created dated

New Here ,
Jul 01, 2020

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I need to be able to pull a report of documents based on the date the document was completed, not on the date the document was created.

 

Is there any way to do this.  It just seems like common sense to me, so I'm not sure what it is not an option when I go to create a report.

 

Thanks,

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Pulling report by Completed date and not Created dated

New Here ,
Jul 01, 2020

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I need to be able to pull a report of documents based on the date the document was completed, not on the date the document was created.

 

Is there any way to do this.  It just seems like common sense to me, so I'm not sure what it is not an option when I go to create a report.

 

Thanks,

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Manage documents

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Jul 01, 2020 0
Adobe Employee ,
Jul 02, 2020

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Hello, thank you for your post.

 

The Report duration is by creation date, that is correct. To see a list of your documents by completion date, you can export the report as a .CSV file:

SignCSM_Shannon_0-1593716869057.png

 

 

 

Choose your duration: I chose the past 12 months. On the next page click "Export Report Data".  Once this is downloaded you can then sort your file by "Agreement Status" and then by "Last Transaction Date". This will show you all signed (and other agreement status') transactions with the date of completion along with all other important metadata like Agreement Name, Recipient Email, etc. 

 

I hope this was helpful. 

~ Shannon 

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Jul 02, 2020 0
New Here ,
Jul 02, 2020

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Thank you for the info.  I will say that I have never seen a program with the limited reporting capabilities that adobe sign has.  I think that just the most basic program ever allows to you chose what fields you want to run a report on.  I wish there was a way to automatically export cerain fields from echo sign based on the signed date. I mean we can't even select the fields that we want to see in the report.  This really needs to go back to the drawing board.

 

 

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