Reports
Availability: Business and Enterprise editions
Circularo provides a suite of powerful reports to give businesses full visibility into document transactions, user activity, and workflow efficiency. All reports can be exported into Microsoft Excel and CSV formats.
Transaction Consumption Report - Tracks all transactions, including completed, rejected, expired, and canceled workflows, with date-based filtering and user activity insights.
All-Time Transaction Overview - Provides a historical record of all transactions since account activation, including visual reports on transaction status and user activity.
Transaction Success Report - Analyzes completion rates, failure reasons, and workflow efficiency, helping businesses identify bottlenecks and optimize processes.
Transaction Detail Report (available as an Add-On) - Delivers a granular view of every transaction, tracking approvals, user actions, and compliance metrics.
Pending Transactions Report (available as an Add-On) - Monitors documents awaiting action, tracking pending users and workflow progress in real time.
These reports enhance decision-making, improve workflow efficiency, and ensure transparency in digital transactions.
They provide access to various reports on documents, users, and transactions within your organization.
Access permissions are required to view reports - if you believe you should have access, please contact your organization’s admin.
Each report is categorized under different tabs, detailing the insights they provide. In the top right corner of every report, you will find an Export button, allowing you to download the report in .xlsx format exactly as displayed on the screen.
Understanding Key Terms in Reports
Before diving into the reports, it’s important to understand key terms used throughout.
Transaction - In Circularo, a transaction is a single, unique request made by a user to process a document within the organization’s environment. It can be a simple self-signing action or a complex multi-recipient workflow. A transaction is counted as consumed once initiated, regardless of whether it is completed, rejected, canceled, or expired.
Completed Transaction - A transaction where all required actions have been successfully completed, and the workflow has finished.
Failed Transactions - Transactions can fail for three reasons:
Canceled - The sender (document owner) manually stops the transaction.
Rejected - One of the recipients declines the request.
Expired - The transaction deadline passes before completion.
Documents - Refers to files uploaded or created in Circularo. Simply uploading a document does not consume a transaction unless it is processed through a workflow (e.g., signing, approval). Therefore, the number of documents in the system may be different from the number of consumed transactions.