Monthly Reports
The Monthly report provides a summary of the files created, documents sent, and signed documents for any given day in a calendar view.
At the top of the report, select the month and year you want to view from the dropdown.
The Month Totals populate to show you the following:
How many files were created
How many documents were attached to files
How many documents were completed
How many payments were sent
How many payments were received
How much was requested for payments
How much in total was received
The calendar populates to show on which days files were created, documents were sent, and documents were signed.
