Signority Reports Overview

Signority’s Reports feature allows users and administrators to get insights into various aspects of their Signority Account.

Report Types

Signority offers various report types that allow users to quickly view information about their account. Users see information from their own account activity only. Account administrators see all account-level or team level-activity. There are three types of reports:

• Usage Report: Data on documents created and sent.

• Security Report: Data on login activities.

• Cancellation Report: Data on cancelled documents.

Below is a breakdown of each report and what is included:

Usage Report Details

Provides users with basic usage information for their accounts, including their team role, team usage, subteam usage, and individual usage. For Admins, it will also show the total usage of their team. Usage reports include:

1. User Name: The team member this information is relevant to.

2. User Email: The email address associated with the respective team member.

3. Document Storage: The amount of storage space used by the team member for storing signed documents.

4. Documents Sent: The total number of documents sent by the team member.

5. Average Time To Sign In: The average time it took for the team member to sign in to Signority.

Security Report Details

Signority’s Security Report shows you your team’s login activities. They allow administrators to monitor team login activities, including logins, logouts, password changes, and two-factor authentication modifications. It helps detect any unusual activities and ensures the security of the account. Security report includes:

1. User Name: The team member this information is relevant to.

2. Event: One of the events as listed above.

3. Event Time: The time that this event took place.

4. IP Address: The IP Address they completed the event from.

5. Visiting OS: The operating system on the device they were using. (Windows, Linux, etc.)

6. Visiting Browser: What internet browser was used for the event. (Chrome, Edge, Safari, etc.)

Cancelled Reports Details

The Cancelled Reports will help you see how many times your users have to cancel and resend a document. This can help you find areas in your workflow process that can save your organization time. Cancelled reports include:

1. Document total: The total number of documents that have been cancelled and then resent within the report timeframe.

2. Breakdown of every cancelled document:

   • Document Title: The name of the document package that was cancelled.

   • Sender: This will contain the email address (username) of the team member who sent the document and then cancelled it.

   • Recipient: This field contains the email address of the recipient the document was sent to for signature. If there was more than one signer in the workflow, this field would contain the email address of only the first signer.

   • Cancellation Reason: This contains the reason the sender documented as the reason for cancelling the document.

   • Last Time Modified: This is the date and time the document was cancelled.

Automatic Monthly Reports

Signority automatically generates a report at the end of every month, which will be titled "Monthly Report-"REPORT TYPE"-"MONTH YEAR" which can be found on their respective pages.

Custom Reports

If the monthly report are not covering everything you want out of the report, you can generate your own custom reports to get data for a specific timeframe for a more specific overview that monthly reports don’t cover. If you are running a Security Report, you can also customize which user and event type you want the report to show.

For more information on how to run a custom report, see: How to Run a Custom Report.

Viewing & Downloading Reports

Monthly & custom reports can be accessed at any time by going to one of the report pages and selecting the report you want to view. The report will open, and on this page, you can select the "Download" button to download a CSV, which can be opened in Google Sheets or Excel.

Renaming Reports

1. Select the checkmark next to the report

2. Click Rename

Further Reading

• How to Run a Custom Report