Reports allow you to view a letter or signer’s status and the number of letters with exceptions. Reports can be reviewed during a Certification process or after it has been completed.
To view reports:
- Click on the Processes tab.
- Click on the name of your current process to display the dashboard.
- Now click Reports. Certification provides two report types: Letters Reports and Exceptions Reports. By default the Letters Report page is active.
- To switch views, click the Responses Report tab in the upper-right area of the page.
In the Letters Report, you can filter letters by status—unsent, unsigned, unapproved, or approved—or by signer or approver name.
To fine-tune the Letters Report, select the filters you want to apply to the view in the Reports settings available on the left.
The Letters Report information includes whether there have been any alerts or exceptions. For example, whether a signer responded with an unexpected answer or comment. You can investigate those further by switching to the Exceptions Report page.
The Responses Report gives you all unexpected answers and comments as well as the person who signed. You can use this for record keeping while a process is in progress, and then verify that all exceptions were resolved after the process is completed.
The Reports settings on the left enable you to filter report data by exception, alert, approval status, and by signer and approver.
You can export a report as a file to have a permanent record of the status of the process. To generate a file, do any of the following:
Click the Export All Letters button in the upper-right to generate a printable PDF of all signings for archiving purposes.
Click Export PDF in the lower-right for the Letters or Exceptions Report which is preset columns.
Click Export CSV in the lower-right to format the report data in a comma-delimited, tabbed format. This is a neutral format that is compatible with many spreadsheet and other programs. It works well if you have a large report that you want to view in the tabular format.