Doc. Number | Article Title | Effective Date | Version |
FHC-XX | Clixsign Reporting | January 21, 2025 | 0.4 |
This article was developed to describe the function of the Clixsign Report, available via the Reports tab within the Forth CRM. The Clixsign Report allows management to keep track of all Clixsign document signature requests sent from the system.
- From the Reports tab, click ClixSign.
- Select one of the following report views to display your data:
- Signings Over Time to view signings over a selected time.
- Compare Users to view signings by user.
- Compare Companies to view signing rates between companies in the CRM.
- Sign Rate to view completed document rates.
- Signings Over Time to view signings over a selected time.
- To download any of the charts shown above, go to the Downloads dropdown, located to the right of the chart title, to select the format (i.e., PNG, JPEG, or PDF) that you wish to download.
- Select the appropriate options to filter the report by:
- Company: Allows for filtering by company in your CRM.
- Sent By: Allows for filtering based on the user that sent the Clixsign request.
- Status: Allows for filtering based on the Clixsign document request status.
- Campaign: Allows for filtering based on Campaign.
- Template: Allows for filtering based on Template.
- Sign Date / Sent Date: Allows for filtering based on sign date or sent date.
- Start / End Date: Allows for filtering based on a date range.
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Select one of the following to export your data:
- Export Current View to export only what's displayed on the screen. into a CSV file (for use on a spreadsheet such as Microsoft Excel or Google Sheets.
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Export Full Report to export the full table. An email is sent to the user which includes a link to the full report in the CRM.
NOTE
This report can also be accessed in the Reports tab, under My Exports. It remains for seven (7) days and then is automatically deleted.Article Version History:
Version Effective Date Description Basic 02/27/2019 Initial Release 0.1 8/12/2022 Formatting and Screenshot Tweaks - no subject matter updates. 0.2 01/25/2023 Added header and version control footer; Refreshed screenshots to ensure the latest user interfaces are represented. 0.3 01/23/2024 Refreshed screenshots to improve legibility. No subject matter changes were made. 0.4 01/21/2025 Refreshed the initial screenshot to improve readability and made minor grammatical updates.