All Time Transaction Overview
The Transaction Overview Report provides a complete statistical view of all document transactions since the account’s activation, offering businesses full transparency into their document workflow.
Overview
This table provides an overview of transaction statuses, showing the number of transactions currently in progress, completed, rejected, expired, and canceled. It also includes the count of documents without a transaction.
Metric | Description |
Total documents | The total number of all documents created in the application, regardless of whether they are part of a transaction or not. |
Documents without transaction | Documents that have been created but are not yet part of any transaction. These remain in the ‘Created’ status within the document overview and have not been sent for processing, approval, or signing. |
Consumed transactions | All initiated transactions, regardless of their current status |
In progress | All initiated transactions that are currently active and not yet completed, awaiting further actions such as approvals, signatures, or reviews. |
Completed | Successfully finished transactions |
Rejected | Transactions rejected by one of the recipients |
Expired | Transactions whose deadline expired before they could be successfully completed |
Cancelled | Transactions cancelled by the sender (owner of the document) |
Transaction All-Time Overview
Transactions per Status
This donut chart visually represents the distribution of document transactions based on their status.
Transaction Volume over Time
This bar chart displays the number of transactions consumed (initiated transactions) per year, providing insights into document workflow trends.
.
User Activity Overview
The User Activity Overview provides a detailed breakdown of document transactions initiated by each member of the organization, offering insights into individual usage patterns and transaction status (completed, rejected, other).
Metric | Description |
Total documents | The total number of all documents created by the user, regardless of whether they are part of a transaction or not. |
Documents without transaction | Documents that have been created by the user and are not yet part of any transaction. These remain in the ‘Created’ status within the document overview and have not been sent for processing, approval, or signing. |
Consumed transactions | The total number of transactions initiated by the user, representing documents that have been sent for processing, regardless of their current status (In Progress, Completed, Rejected, Expired, or Canceled). |
In progress | Transactions initiated by the user that are currently active and not yet completed, awaiting further actions such as approvals, signatures, or reviews. |
Completed | Successfully finished transactions that were initiated. |
Rejected | Transactions rejected by one of the recipients |
Expired | Transactions whose deadline expired before they could be successfully completed |
Cancelled | Transactions cancelled by the sender (owner of the document) |
