Report Overview

Available with: All Team Plans

Usage reports provide 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: Signority provides users with various comprehensive reports that allow users to gain valuable insights into their account activities so that businesses and individuals can manage and monitor their accounts effectively. 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. There are three types of reports — security, usage, and cancellation reports — which can be accessed under the “Reports” dropdown on the left navigation menu.

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

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.)

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.

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.

Running a Custom Report

Monthly reports not covering everything you want out of a report? Run a customized report with specific dates that better fit your needs. If you are running a Security report, you can also customize which user and event type you want the report to show. Reports are run each night and will be ready by 8:00am EST time the next morning. Otherwise, your report may take up to an extra 24 hours.

To customize the timeframe you want the report to cover, you can either use one of Signority’s default timelines or specify a custom timeframe you require and then select “Generate” to run the report. If you want to customize the user and event type for security reports, use the dropdowns above the timeline fields before selecting “Generate.”

Your report will be generated, and an email will be sent to you when the report is ready. Once you receive the email, go back to the report page, and you will find the report under “Saved Reports.” Select the report to view. If you wish to download a copy of the report, you can export it into a CSV file using the “Download” button.

To rename a report, you can select the checkmark next to the report and then click “Rename.”

Filtering Reports by Date

When running a report, you can use the Filter Results dropdown to filter your reports by a Signority’s default timelines. The preset time periods are:

1. Yesterday: The day prior
2. Last 7 Days: The previous 7 days
3. Last 30 Days: The previous 30 days
4. Quarter to Date: Quarters are based on the calendar year, Jan-Feb, March-May, June-Sept, and Oct-Dec. For example, if you are running this report on August 8th you will receive a report for the dates of June 1 to August 7th
5. Last Quarter: The quarter prior to the one you are currently in
6. Year to Date: From January 1st to the day before running the report
7. Subscription Period to Date: From your subscription start date (or last renewal date) to the day before you are running the report (If you are paying monthly, you will receive only up to the previous 30 days. If you are yearly, it will go back up to 364 days, depending on when you are running it.)

Note: When you run one of these filters the results will not include the day you are making the request.