Box Sign Report

Box Sign reports give you an overview of the progress you're making across your organization with signature requests. Reports are exported as .csv files to your Box Reports folder when complete.

You must define filters for the Box Sign report before you can run it. See Box Sign Report Filters for more information.

Sign Aggregation Report data columns

This section describes the data columns that are generated in the Sign Aggregation report.

Metric

The action type measured in the report, which includes:

• Sign Document Created
• Sign Document Declined
• Sign Document Cancelled
• Sign Document Completed

See the Sign section in User Activity Report Action Types for definitions.

 

Service Name

The service is used when handling the signature documents. Examples include Salesforce, Box app, or a custom built application.

Value

The number of Sign events that occurred within the row's date range.

Signature Request Report

Signature Request and Sign Aggregation report details

• File format: comma-separated value (.csv) file
• Filename format: sign_aggregation_run_on_YYYY-MM-DD__HH-MM-SS-[A|P]M.csv
• Folder name format (each report run is placed in its own folder):Sign Aggregation run on YYYY-MM-DD HH-MM-SS
• Filename and folder name time zone: the local date and time of the admin who ran the report or who set up the report schedule.

Signature Request and Sign Aggregation report information

The Signature Request and Sign Aggregation Report include the following information, with additional details on data columns:

Enterprise Name

The name of your company in your Box Settings.

Enterprise ID (EID)

The unique identifier for your organization in Box.

Report Start Date

The date, in UTC, of the first records in the report.

Report End Date

The date, in UTC, of the last records in the report, which is the day before the report was run.

Box Sign API Add on

The number of documents the company has purchased for their Sign Account.

Signature Request Report data columns

This section describes the data columns that are generated in the Signature Request report.

Request ID

The request ID is the unique identifier that is assigned to each signature request initiated in Box Sign.

Request title

The title specified for a particular signature request initiated in Box Sign.

Creation date

The date that a user within the EID initiated and sent a signature request.

Request origin ID

The API service ID, if any, from which the signature request was initiated.

Number of documents

The number of documents added by the Sender to a Signature Request.

Sender ID

The user ID of the user who sent or initiated the signature request.

Sender name 

The name of the user who sent the signature request as defined by the user profile settings.

Request flow 

The specific signature request flow. This can be either standard request or 21 CFR Part 11

Request type

The type of Signature Request initiated. This can be any of the following:

• Ready Sign Links
• Batch Send
• Signature Request
• Sign Myself

Request Status

The status of the signature request. The following statuses are available

• In Progress
• Completed
• Expired
• Declined
• Cancelled
• Sent

Last activity

The date and timestamp based on last action taken up by recipients or sender in tandem with the request status.

Completion time

The amount of time taken to complete the signature request (i.e., the time when the last recipient signed or approved the request) from the date and time that the signature request was sent.

Signer emails

The emails of those recipients who are assigned as signers or approvers to the signature request.

Template name

The name of the template from which the signature request is initiated and sent.

Template Creator

The user ID of the creator of the template from which the signature request is initiated and sent.

Number of recipient groups

The number of recipient groups added to the signature request.

Number of recipients

The total number of recipients within a signature request.

Number of signers

The total number of recipients assigned as signers to a signature request.

Number of CAC/PIV signers

The total number of recipients assigned as signers with CAC/PIV specified as additional verification method within a Signature Request.

Box Sign reports - Filters

This section describes the filters that you can configure to run Box Sign reports.

Date Range

The date range in which Box Sign was used. Select from:

• Last Day (default)
• Last Week 
• Last Month
• Last Years (and then select a number of years from 1 to 7 or All Time, which is as long as you have had an account tariff with reporting access)
• Custom Range (and then select a start and/or end date)

Last day/week/month/year(s) values mean the previous day/week/month/year(s) from the date the report was run.

Group By

How the data is organized in the report. Select from:

• Day (default)
• Month
• Year

Additional Signature Request report filters:

Users or Groups

Users or Groups correspond to the senders of the signature request. In this filter, multiple users or groups may be set out to get a specified detailed report.

Request ID(s)

Request ID(s) is a unique identifier that is assigned to each Signature Request initiated in Box Sign.

Affected Folders

Folder(s) may be selected containing Signature Requests for the purposes of generating the report.