Admins and managers on Standard and Premium plans can use reports to get insights on their team’s activity.
To access reports:
- Log in to your admin account.
- Click Team in the left sidebar.
- Click Download a report.
- Select Compliance or Usage.
- Click Submit.
The report will be processed and a link to a CSV file will be sent to your email address.
Compliance report
Compliance reports provide account status for each user, including:
- Email address
- First and last name
- Account locked status
- Last login date
Usage report
Usage reports provide details for each user’s activity for the past 6 months, including:
- First and last name
- Email address
- Templates owned
- Total requests sent by month
- Total documents signed by month
