Transaction Detail Report

This report is available as an add-on. Contact our sales team for more information.

This tabular report provides a comprehensive breakdown of all document transactions, tracking their progress, participants, and actions performed. There are 22 different fields users can choose from, ensuring flexibility in reporting. It is always updated to reflect the most current status of all transactions.

This report shows the number of different transaction statuses during a selected period of time, by default during current subscription. Users can customize the report by selecting a specific date range.

Commonly Used Options:

This Subscription Period (default)
Today, Yesterday
This Week, Last Week
This Month, Last Month
This Year, Last Year
Custom Range

At the top of the report you can define a time period for the transactions (based on start date of the transaction) and choose a specific sender or transaction status to filter the transactions further.

The columns with different transaction details can be changed and adjusted. How to adjust columns is detailed on the page about Status overview.

The columns shown in the default table include:

Column Name	Description
Name	Title of the document being processed.
Sender	The name of the user who initiated the transaction.
Start date	Date when the transaction began.
End date	Date when the transaction ended.
Duration	Total time taken to complete the transaction.
Finish State	Reason for ending the transaction (e.g., completed, canceled).
Progress	Details the current status of the transaction, which action were already processed and by whom, and which actions are pending or queued and who their assigned recipient is.

Other columns that are available in the column settings:

Column Name	Description
Document ID	Unique identifier for the document / transaction.
Created by	The name of the document creator aka owner.
Request status	Current status of the action request (e.g., In Progress, Completed, Rejected, Expired, Cancelled).
Total recipients	Total number of recipients involved in the transaction.
Created at	Date and time when the document was created.
Last action	Is this the last performed action? (TRUE/FALSE).
Template	ID of the signing template used, if applicable.
Waiting for	Date of sharing the document to the recipient, their required action and email address.
Total actions	Total number of requested and processed actions on the document.
Processed action count	Number of actions that have been processed on the document.
No. of pending recipients	Number of recipients currently required to process the document, i.e execute their assigned actions.
Expiration	Deadline for completing the transaction.
Recipients	Name and email address of all recipients of the document.
View rights	List of users with read permissions for the document.
Edit rights	List of users with edit permissions for the document.

Exporting the report

When you export the table to either an excel or CVS file, the data has to be “flattened” to transform it into the file. This means that to properly showcase all the information that you can see in the application, a transformation takes place that causes the export to appear very differently to the application view. Each recipient involved in one transaction has their own row in the export, which means that a transaction with three recipients will be broken down over three rows, not just one. To identify which rows are related to one transaction, you can check out the Document ID column.

Below, we have prepared a table that contains all the columns you can find in the export along with an explanation of what each column represents. Because of said data flattening, the export contains more columns than the application and they may look different, but the information they contain is the same.

Column Name	Description
Name	Title of the document being processed.
Document ID	Unique identifier for the document / transaction.
Created by	The email of the document creator aka owner.
Created at	Date when the document was created.
Total recipients	Total number of recipients involved in the transaction.
No. of pending recipients	Number of recipients currently required to process the document, i.e execute their assigned actions.
No. of processed recipients	Number of the recipients who already processed the document.
Total actions	Number of all the document actions, including document signs, document shares for sign, document shares for edit/view and share delegations.
No. of unique processed recipients	Total number of unique recipients who have already processed the document. (Recipients who repeat in the workflow are counted just once.)
Request ID	Unique identifier representing the requested action ID.
User email	Email address of the user whose row is detailed.
Requested action type	Type of action requested (e.g., sign, approve, review, accept).
Self signed	Document has been signed by the initiator (TRUE/FALSE).
Last action	Is this the last performed action? (TRUE/FALSE).
Delegated request	Has the action been delegated? (TRUE/FALSE).
Date of action request	Date when the request was sent to the recipient.
Date of action execution	Date and time the action was executed.
Verification method	Method used to verify the identity of the action recipient.
Action duration (milliseconds)	Duration of the action - from receiving the request to executing the action; in milliseconds.
Position in sequence	Position of the recipient in a sequential workflow.
Recipient Rights	Permissions assigned to the recipient (e.g., read, edit).
Expiration Date	Deadline for completing the transaction.
Reminder Date	Date when a reminder was sent for the action.
Request seen	Indicates whether the recipient has viewed the document (TRUE/FALSE).
Request status	Current status of the action request (e.g., Processed, Active ,Waiting for turn, Unused, Delegated).
Recipient of delegation	Email of the user to whom the request was delegated.
Delegated to request ID	Identifier of the new delegation request.
Transaction status	Overall status of the transaction (e.g., completed, canceled).
Shared with	Email of the user to whom the document has been shared.
Sender	The email of the user who initiated the transaction.
Transaction start date	Date when the transaction began.
Transaction end date	Date when the transaction ended.
Finish state	State of the transaction upon finishing (i.e. Completed, Cancelled, Rejected, Expired)
Transaction duration (milliseconds)	Total time taken to complete the transaction.
User view rights	List of users with read permissions for the document.
User edit rights	List of users with edit permissions for the document.
Group view rights	List of groups with read permissions for the document.
Group edit rights	List of groups with edit permissions for the document.
Labels	Shared labels or tags assigned to the document.
Signing template ID	ID of the signing template used, if applicable.
List of metadata	Metadata associated with the document.