Reports
Completion, turnaround, funnel, and compliance scoring across every envelope — exportable for auditors.
Envelopes (90d)
0
Completion rate
—
No envelopes in range
Avg signing time
—
No completed envelopes yet
Compliance score
—
0/1 components scored
Completion rate over time
No envelopes in range
Widen the date range or send envelopes to see this trend.
Funnel by status
No envelopes in range
Funnel breakdown appears once envelopes exist in the selected window.
Top documents by volume
No documents sent
Send envelopes to see which documents are used most.
Compliance score breakdown
Only components backed by real data are scored.
Not available from this view — check Administration → Security for per-user MFA enrollment.
AI recommendations
Generated from the metrics above — never fabricated figures.
No recommendations yet
Generate recommendations grounded in this workspace's real completion, turnaround, and compliance figures.
Pending & stalled envelopes
Open envelopes with no activity in 3+ days or a passed due date.
Nothing pending
Every envelope in range is completed, declined, or voided.
Per-recipient turnaround
Time from send to each recipient's signing action.
No recipients in range
Recipient turnaround appears once envelopes are sent.
API usage & storage
This report reads envelope, recipient, and audit data available in this workspace view. API request volume and document storage totals live in Administration → Developers and Administration → Billing, which are scoped to an authenticated tenant session and are not fabricated here.
No data source in this view
Open Developers for API key usage or Billing for storage and plan usage counters.
Completed records by category
Credential expiration watchlist
Re-attest before a clinician falls out of compliance.
| Worker | Document | Remaining |
|---|---|---|
| Alicia Moreno, RN | RN License Verification (demo).pdf | 20647d overdue |
| Marcus Webb | Facility Services Addendum (demo).pdf | 20412d overdue |
| Devon Pierce, CNA | TB Attestation (demo).pdf | 20322d overdue |