Once you have built your custom report (you can review it in the article "Document and Signature Status - Exporter"), you can run it and download it in Excel format by applying specific date and document type filters. In this article you will learn how to manage your downloads from the "My Reports" section.
Prerequisites
- Having previously created and saved a report in theExporters.
- Permissions forAdministratoror access to theReporting / Exporters.
Contents - Step by Step
Follow these steps to obtain your .XLS file:
1. Location of the Saved Report
- Go to the side menu and selectReporting > Exporters.
- On the main screen, make sure you're on the"My Reports". Here you will see the list of all the reports you have previously built.
2. Download Settings
- Locate the report you want to obtain (e.g., "Issued Documents Status").
- Click theDownload(down arrow) located at the end of the report's row.
- A modal window titled"Download Report - Document Signature". Configure the following fields:
- From / To:Select the creation date range of the documents you want to audit.
- Limited by advanced filters:Check this option if you want the specific filters you configured when creating the report to be respected.
- Document type:Open the list to choose a specific type (Contract, Appendix, Settlement, etc.) or leave "All types" for a full sheet.
3. Execution and Retrieval of the File
- Click theDownload.
- The system will display a message indicating that the report is being generated.
-
Waiting options:
- You can wait on the screen until it finishes.
- Or, click"Send by email"to receive the download link directly in your inbox and continue with other tasks.
Important Considerations
- Included Variables:The Excel file will contain exactly the columns you selected during the report construction (such as Company Name, Document ID, Signature Status, etc.).
- Date Range:Make sure the From/To range covers the correct period; otherwise, the report could download empty if no documents were created in those dates.
- Notifications:If you decide not to wait, remember to check thenotification bellof the platform, where the download link will also appear once processed.
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🤖 This article was translated using artificial intelligence. View original article.