How to Generate Reports on Document Activity

Need to track how many documents were signed last month, or review who hasn’t completed their part? SELISE Signature makes it easy to generate comprehensive activity reports for audit, compliance, or management purposes. Here’s how to generate and export document activity reports.

Step 1: Access Reporting as an Admin

Only administrators can generate reports.

1. Click your profile icon in the top-right.
2. Select Signature Settings.
3. Click on Export Report in the upper right corner.

Step 2: Choose the Time Range

On the Export Report modal, you can set:

• Time range (using the calender function or manually putting in dates).

Step 3: Export the Report

Click Export once your filters are applied. The report will be generated and downloaded as an Excel file, including the following data:

• Number of signatures used for each signature type
• Number of documents processed with current status (e.g., completed, pending)
• Number of participants for processed documents with current status
• Number of users and Admins

Step 4: Use Reports for Insights and Auditing

With reports, you can:

• Monitor the number of open and executed signatures.
• Create documentation for audits or internal review.