What questions can the Pending Transactions Report answer?

Understanding and optimizing document workflows is crucial for improving efficiency, ensuring compliance, and maintaining seamless operations. Circularo’s reporting and analytics capabilities provide deep insights into transaction performance, user activity, security, and document management.

This section highlights key analytical questions that our advanced reports can help answer, covering areas such as transaction efficiency, user engagement, security compliance, and system performance. By leveraging these insights, organizations can identify bottlenecks, streamline approval processes, and enhance overall productivity.

Transaction Status & Monitoring

1. What is the distribution of transactions across different statuses (e.g., completed, canceled, pending)?

2. How many transactions expire before completion?

3. How many transactions get rejected by recipients?

4. What proportion of transactions require multiple reminders before completion?

5. How many transactions are currently in progress?

User & Recipient Activity

1. Who are the most active senders of transactions?

2. Who are the most frequent signers or approvers?

3. How often do users delegate actions instead of processing them?

4. Which users have the most pending actions?

5. How many transactions were self-signed by the initiator?

6. How many users are currently delaying the completion of transactions?

Workflow & Document Processing

1. How many actions are performed per transaction on average?

2. How many transactions follow a sequential vs. parallel workflow?

3. How many documents are typically processed per transaction?

4. What are the most common verification methods used for transactions?

5. How often are documents shared with external users for signing?

6. How many transactions require re-signing due to errors or changes?

7. What is the success rate of transactions based on signing template usage?

Security & Access Control

1. How many documents have restricted access?

2. How often do users modify access permissions for documents?

3. How often are transaction logs accessed for auditing?

4. How many recipients use multi-factor authentication for verification?

5. How frequently are documents assigned shared labels?

Reminders & Notifications

1. How often are reminders sent before an action is completed?

2. How long do users take to complete an action after receiving a reminder?

3. How many actions remain unprocessed even after reminders are sent?

4. How many transactions fail due to recipient inactivity?

5. How effective are reminders in expediting transaction completion?