ShareFile

Reporting and Statistics Available with RightSignature

To access RightSignature’s reporting suite:

Note:

All users have access to the Overview Report, Efficiency Report, and Cycle Time Report. To access the Data Exporter, Enterprise, and New Usage Report the user must have the Manage Employees permission (For accounts with ShareFile) or the Manage Users permission (For RightSignature only accounts).

Overview Report

The Overview Report shows the total number of documents sent and signed each month. The report also provides the average number of documents sent, viewed, and signed. The report also ranks users based on the number of documents sent each month.

Reporting Statistics 1

Efficiency Report

The Efficiency Report compares the number of signed documents and the total number of documents sent each month. This ratio, presented as a percentage, reflects how efficiently each user collects signatures when sending documents.

Reporting Statistics 2

Cycle Time Report

The Cycle Time Report shows the average amount of time required to view and sign each users’ documents. These figures reflect how quickly recipients are to execute each users’ documents on a monthly basis.

Reporting Statistics 3

Data Exporter

Using the Data Exporter, you can export the signing data from every copy of a Reusable Template, or every document with a shared tag. The data can be exported as a CSV file. After clicking the Generate CSV button it will change to Export CSV. Right-click on Export CSV and select “Save link as…”

By default, users can only run a Data Exporter report for templates they are the creator of. Users with the Manage E-Signature Templates permission (For accounts with ShareFile) or the Manage Templates permission (For RightSignature only accounts) can run a Data Exporter report for templates created by all users.

Note:

The Data Exporter only pulls data from documents completed from the latest version of a template. Editing a template creates a new version so the Data Exporter will not return data from documents completed before the template was edited.

Reporting Statistics 4

Enterprise Report

The Enterprise Usage Report gives Admin users the ability to export a complete list of all of the documents sent during a particular month. The data can be exported as a CSV file. After clicking the Generate CSV button it will change to Export CSV. Right-click on Export CSV and select “Save link as…”

Reporting Statistics 5

New Usage Report

The User Usage Report gives Admin users the ability to export the number of sent and signed documents, as well as the median cycle time, for each user. The reports show data for a particular month and can be exported as a CSV file. After clicking the Generate CSV button it will change to Export CSV. Right-click on Export CSV and select “Save link as…”

Reporting Statistics 6

Reporting and Statistics Available with RightSignature