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What's New
Get Started
- Quick start guide for administrators
- Quick start guide for users
- For Developers
- Video tutorial library
- FAQ
Administer
- Admin Console Overview
- User Management
- Adding users
- Create function-focused users
- Check for users with provisioning errors
- Change Name/Email Address
- Edit a user's group membership
- Edit a user's group membership through the group interface
- Promote a user to an admin role
- User Identity Types and SSO
- Switch User Identity
- Authenticate Users with MS Azure
- Authenticate Users with Google Federation
- Product Profiles
- Login Experience
- Account/Group Settings
- Settings Overview
- Global Settings
- Account tier and ID
- New Recipient Experience
- Self Signing Workflows
- Send in Bulk
- Web Forms
- Custom Send Workflows
- Power Automate Workflows
- Library Documents
- Collect form data with agreements
- Limited Document Visibility
- Attach a PDF copy of the signed agreement
- Include a link in the email
- Include an image in the email
- Files attached to email will be named as
- Attach audit reports to documents
- Merge multiple documents into one
- Download individual documents
- Upload a signed document
- Delegation for users in my account
- Allow external recipients to delegate
- Authority to sign
- Authority to send
- Power to add Electronic Seals
- Set a default time zone
- Set a default date format
- Users in Multiple Groups (UMG)
- Group Administrator Permissions
- Replace recipient
- Audit Report
- In Product Messaging and Guidance
- Accessible PDFs
- New authoring experience
- Healthcare customer
- Account Setup
- Add logo
- Customize company Hostname/URL
- Add company name
- Post agreement URL redirect
- Signature Preferences
- Well formatted signatures
- Allow recipients to sign by
- Signers can change their name
- Allow recipients to use their saved signature
- Custom Terms of Use and Consumer Disclosure
- Navigate recipients through form fields
- Decline to sign
- Allow Stamps workflows
- Require signers to provide their Title or Company
- Allow signers to print and place a written signature
- Show messages when e-signing
- Require signers to use a mobile device to create their signature
- Request IP address from signers
- Exclude company name and title from participation stamps
- Digital Signatures
- Electronic Seals
- Digital Identity
- Report Settings
- New report experience
- Classic report settings
- Security Settings
- Single Sign-on settings
- Remember-me settings
- Login password policy
- Login password strength
- Web session duration
- PDF encryption type
- API
- User and group info access
- Allowed IP Ranges
- Account Sharing
- Account sharing permissions
- Agreement sharing controls
- Signer identity verification
- Agreement signing password
- Document password strength
- Block signers by Geolocation
- Phone Authentication
- Knowledge-Based Authentication (KBA)
- Allow page extraction
- Document link expiration
- Upload a client certificate for webhooks/callbacks
- Timestamp
- Send settings
- Show Send page after login
- Require recipient name when sending
- Lock name values for known users
- Allowed recipient roles
- Allow e-Witnesses
- Recipient groups
- Required fields
- Attaching documents
- Field flattening
- Modify Agreements
- Agreement name
- Languages
- Private messages
- Allowed signature types
- Reminders
- Signed document password protection
- Send Agreement Notification through
- Signer identification options
- Content Protection
- Enable Notarize transactions
- Document Expiration
- Preview, position signatures, and add fields
- Signing order
- Liquid mode
- Custom workflow controls
- Upload options for the e-sign page
- Post-sign confirmation URL redirect
- Message Templates
- Bio-Pharma Settings
- Workflow Integration
- Notarization Settings
- Payments Integration
- Signer Messaging
- SAML Settings
- SAML Configuration
- Install Microsoft Active Directory Federation Service
- Install Okta
- Install OneLogin
- Install Oracle Identity Federation
- SAML Configuration
- Data Governance
- Time Stamp Settings
- External Archive
- Account Languages
- Email Settings
- Migrating from echosign.com to adobesign.com
- Configure Options for Recipients
- Guidance for regulatory requirements
- Accessibility
- HIPAA
- GDPR
- 21 CFR part 11 and EudraLex Annex 11
- Healthcare customers
- IVES support
- "Vaulting" agreements
- EU/UK considerations
- Download Agreements in Bulk
- Claim your domain
- Report Abuse links
Send, Sign, and Manage Agreements
- Recipient Options
- Cancel an email reminder
- Options on the e-signing page
- Overview of the e-sign page
- Open to read the agreement without fields
- Decline to sign an agreement
- Delegate signing authority
- Restart the agreement
- Download a PDF of the agreement
- View the agreement history
- View the agreement messages
- Convert from an electronic to a written signature
- Convert from a written to an electronic signature
- Navigate the form fields
- Clear the data from the form fields
- E-sign page magnification and navigation
- Change the language used in the agreement tools and information
- Review the Legal Notices
- Adjust Acrobat Sign Cookie Preferences
- Send Agreements
- Authoring fields into documents
- In-app authoring environment
- Create forms with text tags
- Create forms using Acrobat (AcroForms)
- Fields
- Authoring FAQ
- Sign Agreements
- Manage Agreements
- Manage page overview
- Delegate agreements
- Replace Recipients
- Limit Document Visibility
- Cancel an Agreement
- Create new reminders
- Review reminders
- Cancel a reminder
- Access Power Automate flows
- More Actions...
- How search works
- View an agreement
- Create a template from an agreement
- Hide/Unhide agreements from view
- Upload a signed agreement
- Modify a sent agreement's files and fields
- Edit a recipient's authentication method
- Add or modify an expiration date
- Add a Note to the agreement
- Share an individual agreement
- Unshare an agreement
- Download an individual agreement
- Download the individual files of an agreement
- Download the Audit Report of an agreement
- Download the field content of an agreement
- Audit Report
- Reporting and Data exports
- Overview
- Grant users access to reporting
- Report charts
- Data Exports
- Rename a report/export
- Duplicate a report/export
- Schedule a report/export
- Delete a report/export
- Check Transaction Usage
Advanced Agreement Capabilities and Workflows
- Webforms
- Reusable Templates (Library templates)
- Transfer ownership of web forms and library templates
- Power Automate Workflows
- Overview of the Power Automate integration and included entitlements
- Enable the Power Automate integration
- In-Context Actions on the Manage page
- Track Power Automate usage
- Create a new flow (Examples)
- Triggers used for flows
- Importing flows from outside Acrobat Sign
- Manage flows
- Edit flows
- Share flows
- Disable or Enable flows
- Delete flows
- Useful Templates
- Administrator only
- Agreement archival
- Webform agreement archival
- Save completed web form documents to SharePoint Library
- Save completed web form documents to OneDrive for Business
- Save completed documents to Google Drive
- Save completed web form documents to Box
- Agreement data extraction
- Agreement notifications
- Send custom email notifications with your agreement contents and signed agreement
- Get your Adobe Acrobat Sign notifications in a Teams Channel
- Get your Adobe Acrobat Sign notifications in Slack
- Get your Adobe Acrobat Sign notifications in Webex
- Agreement generation
- Generate document from Power App form and Word template, send for signature
- Generate agreement from Word template in OneDrive, and get signature
- Generate agreement for selected Excel row, send for review and signature
- Custom Send workflows
- Share users and agreements
Integrate with other products
- Acrobat Sign integrations overview
- Acrobat Sign for Salesforce
- Acrobat Sign for Microsoft
- Other Integrations
- Partner managed integrations
- How to obtain an integration key
Acrobat Sign Developer
- REST APIs
- Webhooks
Support and Troubleshooting
Overview of Data Exports and Report Charts
The new Reports experience empowers users in the enterprise and business tiers of service to build, save, and manage their own custom reports and data exports in a personalized view.
Reports are templates that return one or more graphs with a summary of the agreement data as defined by the user. The number and type of reports available to the user are dictated by the user's authority level in the system and the permission scope applied to their userID.
Data exports provide a method for users to extract specific field data from the agreements within their authority scope. Users can apply filters to focus the returned data set by user, group, workflow, or agreement name.
Within the set of agreements filtered, the user can define the individual fields to be exported into a CSV file, decluttering the export from any transactional data they don't need.
Report types include:
- Agreements (All users) - Agreement reports return the metrics for agreement activity such as completion rates, time to complete, workflow usage, volume trends, and sender/group trends. There are eleven Agreement charts.
- Transaction consumption (In development) - Returns the transaction volume through the system by user, group, workflow, or overall volume trend. There are four Transaction Consumption charts.
- Users (In development) - User reports focus on the user metrics such as users/groups created, user/group growth trends, and user activity. There are six User charts.
The Transaction and Users report types are included in this documentation for awareness, but are currently under development and not available in the current release.
The default dashboard (Overview)
When the new Reports experience is first opened, the default dashboard is loaded.
The dashboard automatically loads an overview of the agreement traffic from the previous seven days containing a summary at the top, and three charts displaying the percentage of agreements completed, the total agreement volume trend, and the average time for an agreement to complete.
Two buttons are available to the user for creating new report/export content:
- New Export - A new export request allows the user to define a range of agreements, and then export field level values from those agreements.
- e.g., An RSVP form attached to an event where responders can select a choice of meal and list special considerations
- The webform creator can then select the agreements (filtered by the web form name) and extract the fields from the form (Name, meal preference, notes, etc) into a CSV file
- New Report - A new report allows the user to produce a dashboard of agreement data that includes one or more graphs. Different graph types are used depending on the context:
- Agreements completed is a dial graph
- Time to complete trend is a line graph
- Agreements by sender or group is a bar graph
- Agreement completion by sender is a scatter graph
- Agreements completed is a dial graph
Both exports and reports allow the user to save the template for future use in their personal list of exports and reports.
Only exports allow the user to download a CSV file of the data requested.
The left rail of the screen provides links to view the content of the user's reports and data exports. The rail has up to five clickable links:
Overview - Brings the user to the view of their agreement data over the prior seven calendar days. Essentially reloads the default dashboard on the landing page.
Report Types - The three types of reports (Agreements, Transaction Consumption, and Users) each have their own clickable link to open the full list of reports for that report type. Note that Reports always collect the current data for their filter settings (e.g. Last 30 days) when opened to view.
- The number after the report type denotes the total number of reports available for that type.
- Reports are listed with the most recently modified at the top.
- Each report type has two default reports that are always at the top of the list, and may not be deleted:
- {Type} for the week - Displays a compilation of all available type-specific charts for the previous seven days.
- {Type} for the month - Displays a compilation of all available type-specific charts for the previous 30 days.
- {Type} for the week - Displays a compilation of all available type-specific charts for the previous seven days.
Each report type listing has the same page format with three columns:
- Report Name - The name as supplied by the report creator.
- Date Created - The time/date stamp of when the report was created. The time zone shift is predicated on the set time zone for the user's primary group.
- Last Viewed - Indicates the time/date stamp for when the report was last viewed.
- Duplicate - Makes a copy of the report that can then be edited and saved with a new name (as needed).
- Rename - Opens an editing field to change the name of the report.
- Delete - Deletes the report. This action is irrevocable.
- Open - Opens the report for viewing.
- Same functionality as the Open quick action button.
- It is also possible to edit the configuration of an opened report and save it under the existing name.
- If a new name is desired, the report should be duplicated first.
- If a new name is desired, the report should be duplicated first.
Exports (N) - Provides a list of all data exports created and saved by the user. Note that a data export is a static report once generated and must be explicitly refreshed to update the data.
The Exports page layout contains five columns:
- Export Name - The export name as defined by the user when created.
- Status - The current status of the export. When an export is first created, the compilation of the data can take some time.
- Ready - When the export has been fully built, a Ready status is displayed. Only exports that are Ready can be downloaded.
- When an export is still building, a processing bar is displayed until the export is Ready.
- Ready - When the export has been fully built, a Ready status is displayed. Only exports that are Ready can be downloaded.
- Data Type - Identifies the type of data the export contains (Agreement, Transaction Consumption, or User)
- Date Created - The time/date stamp of when the report was created. The time zone shift is predicated on the set time zone for the user's primary group.
- Last Viewed - Indicates the time/date stamp when the report was last opened. This timestamp does not require that the export be altered and resaved to update.
Note that mousing over any export record exposes two quick action buttons: Open and Download.
Additionally, there are several options to manage the report, accessed by selecting the ellipsis on the far right of the record. Those options are:
- Refresh - Refreshes the content included in the export to the most current data. If the report has not been refreshed, the previous data is presented.
- Duplicate - Makes a copy of the report that can then be edited and saved as needed.
- Rename - Opens an editing field to change the name of the report.
- Delete - Deletes the export data. This action is irrevocable.
- Download - Downloads a CSV of the export content. The user is prompted to provide a file name prior to the download.
- Same functionality as the Download quick action button.
- Open - Opens the export for reconfiguring the field values to be included in the CSV.
- Same functionality as the Open quick action button.
The display stage contains the report summary and chart(s):
At the bottom of the page is a scrolling list of the last used/created reports, with the most recent near the top.
The two default reports (per report type) are pinned to the top of the list and cannot be edited, renamed, or deleted. They are:
- {Report Type} for the month - Creates a full dashboard view of the logged-on user's agreement data for the previous 30 calendar days.
- {Report Type} for the week - Identical to the above report, excepting the time span only covers the previous seven calendar days.
Mousing over any report or export record exposes the quick action buttons:
- Open - Depending on the record type (Report or Export):
- Reports open a view of the report. The report chart and filters can be changed and the port saved with the new configuration.
- Exports open the field configuration for the export, allowing the export to be reconfigured and saved.
- Reports open a view of the report. The report chart and filters can be changed and the port saved with the new configuration.
- Download (Exports only) - Queues a downloadable CSV file.
Additionally, there are several common options to manage the recent exports/reports, accessed by selecting the ellipsis on the far right of the record. Those options are:
- Refresh (Exports only) - Refreshes the content included in the export to the most current data. If the report is not refreshed, the previous data is presented.
- Duplicate - Makes a copy of the report that can then be edited and saved as needed.
- Rename - Opens an editing field to change the name of the report.
- Delete - Deletes the export data. This action is irrevocable.
- Download (Exports only) - Downloads a CSV of the export content. The user is prompted to provide a file name prior to the download.
- Same functionality as the Download quick action button.
- Open - Functions are the same as the quick action buttons. Depending on the record type (Report or Export):
- Reports open an editable view of the report.
- Exports open the editable field configuration for the export.
Filtering for Exports and Reports
Most accounts generate enough volume to require limiting the agreement dataset to return only the values for a select time frame, event, or workstream.
Both exports and reports use the same primary filtering system to limit the number of agreements being included in the returned dataset.
You can limit the dataset by:
- Date Range - Limits the returned data set to a time box based on the Creation Date of the agreement
- Workstream filters - Limits the returned data set based on known workstream values relative to the agreement.
- If no filter is selected, all agreements within the data range are returned.
- Workstream filters are additive. All agreements that fit any one (or more) of the filters are included in the returned dataset.
- The filtering categories are:
- Sender - Filtering based on the sending users in your account
- Workflow - Filters based on the workflow used to send the agreement
- Agreement Name - Filter on the name of the agreements. Good for agreements from web forms and other sources that use a common agreement name
- Group - Filtering agreements based on the group(s) they were sent from
- Sender - Filtering based on the sending users in your account
- If no filter is selected, all agreements within the data range are returned.
When selected, workstream filters expose a sub-filter to allow the user to explicitly select from values within that filter type known to the user (using a multi-select drop-down list).
The user can type a string into the field to produce a list of values that match.
Multiple values can be selected.
Data Exports
Data exports are available to all users and allows for the field-level export of agreement data.
Each Export is a static download of the data available at the time the export is created. To update the data in an Export, the data must be refreshed first.
Exports can be created to retrieve data in the context of Agreements, transaction consumption, and User.
The field data exported is selected explicitly at the time the Export is created and can be edited at any time.
Report Charts
The availability of report charts is dependent on the users' authority level in the Acrobat Sign system.
Currently available charts:
- Eleven Agreement charts
- Four Transaction Consumption charts
- Six User charts
Report Type | Chart |
Users | Group Admins | Account Admins |
---|---|---|---|---|
Agreement | Agreements completed | Yes | Yes | Yes |
Agreement | Average time to complete | Yes | Yes | Yes |
Agreement | Agreements by workflow | Yes | Yes | Yes |
Agreement | Agreement completion by workflow | Yes | Yes | Yes |
Agreement | Time to complete trend | Yes | Yes | Yes |
Agreement | Agreement volume trend | Yes | Yes | Yes |
Agreement | Agreement completed time | Yes | Yes | Yes |
Agreement | Agreements by sender | No* | Yes | Yes |
Agreement | Agreement completion by sender | No* | Yes | Yes |
Agreement | Agreements by group | No** | No** | Yes |
Agreement | Agreement completion by group | No** | No** | Yes |
In development |
||||
Transaction Consumption | Transaction volume trend | No** | No** | Yes |
Transaction Consumption | Transactions by sender | No** | No** | Yes |
Transaction Consumption | Transactions by group | No** | No** | Yes |
Transaction Consumption | Transactions by workflow | No** | No** | Yes |
Users | Users created per day | No | No | Yes |
Users | Groups created per day | No | No | Yes |
Users | Total users over time | No | No | Yes |
Users | Total groups over time | No | No | Yes |
Users | Unique senders per day | No | No | Yes |
Users | User login activity | No | No | Yes |
*These reports are enabled if the user is granted access to the data from groups they are a member of.
** These reports are enabled if the user is granted access to the data for the whole account.
Chart format
All charts are built with the same layout and functionality:
- The name of the saved chart is displayed at the top
- The filters currently applied to the generate the chart as shown. All of the filters can be edited:
- All Charts - Dictates the chart(s) displayed. One or more charts can be added, and the original can be removed.
- Date range - The date scope for the agreements used to generate the chart can be updated.
- Filters - Add or change the filter for Worflow, Sender, Agreement name or Group.
- All Charts - Dictates the chart(s) displayed. One or more charts can be added, and the original can be removed.
- The numerical summary of agreements based on status.
- The graphical chart.
- Table data - Allows access to:
- View the chart details - A larger view of only the chart itself.
- View data table - A table based representation of the chart.
- View raw data - A table listing of the individual agreements used to generate the chart.
Editing and saving an existing report does not allow the report to be renamed under the new configuration.
If you want to create a new variant of a report, Duplicate the report first, and name the duplicate in accordance with the nature of the new report.
Bar, Line, and Scatter graphs provide details when the pointer hovers over a chart data element.
Agreement chart examples
Transaction Consumption chart examples (In development)
User chart examples (In development)
Creating Exports
Data exports allow for the data mining of completed agreements without having to sift through columns of data that aren't meaningful to your needs at the moment.
This is where applying a useful Name value to your fields pays off.
To create a new data export:
-
-
Select the data export type.
-
Define your filters:
- Select a date range for the export (evaluated based on the Last Modified date of the agreement).
- Optionally add one or more workstream filters to limit the data set to only targeted agreements.
- If no filters are selected, all agreement data within the selected date range are returned.
- If no filters are selected, all agreement data within the selected date range are returned.
- Select a date range for the export (evaluated based on the Last Modified date of the agreement).
-
When the filter is properly configured, click Select columns in the upper-right corner of the window
-
Select the fields that you want to export to the CSV
- Each field selected is a column on the table
- Each row of the table represents one recipient record
- Agreements with multiple recipients may have multiple rows.
- Agreements with multiple recipients may have multiple rows.
The available fields are listed under four categories:
- Agreement - Fields germane to the agreement transaction
- Agreement external ID - External IDs are added via API or integration.
- Agreement status - Complete, In Progress, Expired, etc
- Agreement name - The name provided for the agreement when it was created
- Agreement Id - The internal Acrobat Sign ID assigned to the transaction.
- Created Date - The time/date stamp of when the agreement was created
- Transaction Date -
- Last Event Date - The last time the agreement was modified
- Workflow - The ID number for the workflow used to send the agreement
- Type - The type of template used to create the agreement
- Agreement external ID - External IDs are added via API or integration.
- Signer - Fields relevant to the recipients of the agreement
- Signer first name - The first name value as input by the recipient
- Signer last name - The last name value as input by the recipient
- Signer email - The email value of the recipient
- Signer account - the accountID of the recipient (if one exists)
- Signer first name - The first name value as input by the recipient
- Sender
- Sender first name - The first name of the sending user
- Sender last name - The last name of the sending user
- Sender email - The email address of the sending user
- Sender account - The accountID of the sending user
- Sender first name - The first name of the sending user
- Form Field - These are the custom fields authored on the agreements.
To add fields to your exported dataset:
- Select a category and single-click a field to select it
- Click the Add link at the top of the column (or the arrow pointing to the right) to add the field to the list of returned values
- If you need to remove a field from the returned dataset, select it with a single click and then click the Remove link at the top of the column (or click the left pointing arrow)
The option to Select All fields is available in both columns, and selects all of the available fields in the column to move as needed.
-
When the field-level data to export is defined, click Save.
-
Provide a File name for the data export and click Save.
This file name is what is used to identify the export on your Exports filter page.
-
The page refreshes to the Exports filter with the new data export at the top.
The status colum will indicate the export is building for some amount of time.If the dataset is quite large, this could take a few seconds.
-
Once the export status converts to Ready,mouse over the export record, and select the Download quick action (Or select Download from the actions menu).
-
Provide a File name for the downloaded CSV.
This is the actual name of the file after it is downloaded.
-
Click Download
A success message displays and the CSV is downloaded to your local system.
-
The downloaded CSV is named as defined, containing the fields selected:
Creating Reports
Agreement reports allow the user to create a view of agreements within a defined time frame and represented in a numerical summary table with at least one chart (the type of chart depends on the report you run).
To create a new agreement report:
-
Select New Report
-
Provide a Report name and click Save.
This report name is what is used to identify the report on your Reports filter page.
Supporting functionality
Open a report to view or edit the chart
-
Log in to Acrobat Sign as the owning account and navigate to the Report Type filter (Agreements, Transaction consumption, or Users).
Alternatively, you can access the report from the Recent Reports section at the bottom of the default Overview dashboard.
-
Mouse over the report record you want to view/edit, and click the Open button.
You can also click the ellipsis on the righthand side of the report record, and select Open from the menu.
-
The report opens to display the chart and the selected filters.
- Reports always update the report content when they are opened based on the filters applied.
- You can freely adjust the selected filters including the chart(s) selected.
-
When done, Save the edits.
Edit an export to reconfigure the exported fields
To edit the fields included in a configured export:
-
Log in to Acrobat Sign as the owning account and navigate to the Exports filter.
Alternatively, you can access the export from the Recent Reports section at the bottom of the default Overview dashboard.
-
Mouse over the export record you want to edit, and click the Open button.
You can also click the ellipsis on the righthand side of the export record, and select Open from the menu
-
The export opens to the field selection interface.
You can freely adjust the selected fields and filters.
-
When done, Save the edits.
Refresh an export
When an export record is create, the data collected remains available for later downlowd. If you want to view fresh data, you must refresh the export record before you download it.
-
Log in to Acrobat Sign as the owning account and navigate to the Exports filter.
Alternatively, you can access the export from the Recent Reports section at the bottom of the default Overview dashboard.
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Click the ellipsis on the righthand side of the export record you want to update, and select Refresh from the menu.
-
The page refreshes and returns to the Export filter.
- A Download is being prepared message indicates the successful updating of the export and the building of the new CSV.
- The Status of the export will indicate the data is being collected.
-
When Status is Ready, the CSV is ready to be downloaded.
Download an export CSV
-
Log in to Acrobat Sign as the owning account and navigate to the Exports filter.
Alternatively, you can access the export from the Recent Reports section at the bottom of the default Overview dashboard.
-
Mouse over the export record you want to edit, and click the Download button.
You can also click the ellipsis on the righthand side of the export record, and select Download from the menu
-
Provide a File name for the downloaded CSV.
This is the actual name of the file after it is downloaded.
-
Click Download
A success message displays and the CSV is downloaded to your local system.
-
The downloaded CSV is named as defined, containing the fields selected:
Duplicate an export or report
To clone an existing report:
-
Find the report you want to duplicate and click on the ellipsis on the right-hand side of the record.
Select Duplicate from the resulting drop-down menu.
Rename an export or report
Delete an export or report
To delete a report:
-
Log in to Acrobat Sign as the owning account and navigate to the Export or Report Type filter (Agreements, Transaction consumption, or Users).
Alternatively, you can access the export/report from the Recent Reports section at the bottom of the default Overview dashboard.
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Find the report you want to delete and click on the ellipsis on the right-hand side of the record.
Select Delete from the resulting drop-down menu.
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A overlay panel with the current name of the report is presented. Click Delete.
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The page refreshes to show the list without the deleted record.
A success message is displayed at the top of the page indicating the record was deleted.