Shows graphs of workflow/transaction completion rates. This screen allows you to filter by text, location and created date range. The two graphs show the distribution of all status as well as completed vs. cancelled and closed transactions.
Basic Search Filter Bar
Advanced Search Filter Bar
Chart Definitions
All Statuses
This chart shows the ratio of each of the possible Transaction statuses. The statuses, their status ID, and explanation are listed below.
Pending (2):
This will filter the results with Transactions that are not completed, cancelled, closed, expired, or voided.
Completed (4):
This will filter the results with Transactions that are fully completed where all documents, participants, and tasks are signed, approved, and/or delivered.
Cancelled (8):
This will filter the results with Transactions that have been explicitly cancelled by a Participant during their signing/approval process.
Closed (7):
This will filter the results with Transactions that have been explicitly closed by either a permissions user in the status reports by click the red close button or via the API's CloseTransactions() method call.
Expired (9):
This will filter the results with Transactions that have expired by extending past the set expiration date for the Transaction. Any signed Documents or Tasks in an expired Transaction will also be considered non-valid and depending on configuration settings for the server, could also be purged from the system.
Voided (10)
This will filter the results with Transactions that have been voided. Voided Transactions were once "completed" Transactions that are no longer valid (possibly because they were replaced by another subsequent Transaction). To void a Transaction, you must click on the Void Transaction button in the status reports results.
Completed vs Cancelled/Closed
This chart shows the rate of completed Transactions vs Cancelled/Closed Transactions.
Completed (4):
This will filter the results with Transactions that are fully completed where all documents, participants, and tasks are signed, approved, and/or delivered.
Cancelled (8):
This will filter the results with Transactions that have been explicitly cancelled by a Participant during their signing/approval process.
Closed (7):
This will filter the results with Transactions that have been explicitly closed by either a permissions user in the status reports by click the red close button or via the API's CloseTransactions() method call.
Knowledge Base Authentication (KBA)
This chart shows the pass/fail rate of participant login into the system if using KBA as the authentication method.
Search Field Definitions
Search Location
This will include Transactions based on the selections identified below.
This Group:
This will include results with Transactions that were created in side the currently selected Group.
This Group + Sub Groups:
This will include results with Transactions that were created in side the currently selected Group plus any Sub Groups related to this Group if the Group you are in is a top-level Primary Group. If you are currently in a Sub Group, this setting will behave the same as the "This Group" value.
All Groups:
This will include results with Transactions that were created in any/all Groups to which you have permissions.
Date Type
This will determine if the results will filter based on the date the Transaction was created (available for all Transactions) or the date the Transaction was closed (only available for non-pending Transactions).
Date Range
This will filter the results with Transactions that were created/closed (depending on the Date Type setting below) inside the range you define. There are several shortcut date ranges to choose from, as well. (i.e. Today, Yesterday, Last Month, Last Quarter, This Year, etc.)
Search Text
Enter any text here that might be related to your transaction. You can search for words/phrases that might be in your Transaction's description or meta data, your Document's title or meta data, your Participant's name or email address, as well as any IDs related to the transaction.
Reset Filters
Clicking this button will return all fields and selections back to the original default state removing any custom filters you may have added.
Watch the tutorial below on how to review and search for Completion Rates.
