What questions can the Transaction Detail 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.

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

Transaction Performance & Efficiency

1. What is the average transaction duration from start to completion?

2. How many transactions were completed, canceled, rejected, or expired over a given period?

3. What percentage of transactions are still pending and require action?

4. How long does it take for recipients to complete their assigned actions on average?

5. Which recipients or groups take the longest to process transactions?

6. Which transactions have the shortest completion time on average?

User & Sender Insights

1. Which users are initiating the most transactions?

2. How often is the sender involved in the transaction process beyond initiation?

3. Are there any patterns in transaction failures related to specific senders?

4. Which users or teams have the highest and lowest completion rates?

Workflow & Recipient Behavior

1. How many total recipients are typically involved in each transaction?

2. How many recipients are still pending, and what are the most common blockers?

3. Which action types (sign, approve, review, accept) take the longest to complete?

4. How many transactions were delegated, and how does delegation impact completion time?

5. Are there any recipients who frequently reject or delay transactions?

6. What is the average number of actions taken on a document?

Pending and Overdue Transactions

1. Which users have the most pending transactions?

2. Which transactions have been pending with a specific user for more than 10 days?

3. Which transactions have been waiting for action from external recipients the longest?

4. Which transactions have been in progress for more than 30 days?

Compliance & Security

1. How often are verification methods (e.g., OTP, digital signature) used in transactions?

2. How many documents were viewed but not processed?

3. How many transactions expired before recipients could take action?

4. Are any recipients frequently delegating actions instead of completing them?

5. What is the average time between document creation and first action execution?

Delegations

1. Which transactions were completed by a delegated user instead of the original recipient?

2. Which transactions have been delegated more than twice?

3. Which delegated transactions are still pending completion?

4. Who is the most frequent user delegating transactions?

Metadata & Custom Labeling

1. How are document labels used to categorize transactions?

2. Which metadata fields are most commonly associated with transactions?

3. Do certain labels correlate with longer processing times?

4. Are transactions using specific signing templates more likely to be completed or delayed?

Reminders & Expirations

1. How often are action reminders sent, and do they improve completion rates?

2. What is the average time between a reminder being sent and the action being executed?

3. How many transactions were completed before their expiration date?

4. Are transactions with short expiration periods completed faster?

5. Which transactions expired without completion in the last 30 days?

6. How many transactions were canceled before their expiration date?