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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.

An example of a monthly report.