Reports in GetAccept
Reports in GetAccept have been enhanced to provide greater clarity and functionality. Below is a guide on how to access and understand the updated metrics and features:
How to Filter Reports
Each report section allows filtering by:
Date Range: Use predefined ranges (e.g., 30 days) or custom ranges.
Users or Teams: Narrow down data for specific users or groups.
Tags: Filter based on tags assigned to documents.
Click Apply Filter to generate customized reports.
Summary Tab
The Summary Tab provides an overview of key metrics related to document activity within the selected time period:
Sent Documents: Total number of documents sent.
Sent Value: The total value of all types of documents sent out.
Deals Sent: Number of sales documents sent.
Deals Value: Value of all sales documents sent out.
Signed Documents: Number of documents signed.
Signed Value: Value of all signed documents.
Lost Documents: Number of documents marked as lost.
Expired Documents: Documents that have reached their expiration date.
Recalled Documents: Documents that were recalled during the selected time frame.
Document Performance
At the bottom of the Summary tab, you will see:
Won Deals: Total deals won during the selected period.
Hit Rate: The percentage of signed documents compared to total documents sent.
Average Time to Close a Deal: Average duration between sending and signing a document.
Hit Rate Insights Tab
This tab focuses on the performance of sent documents, showing:
Sent and signed documents.
Values associated with signed deals.
Hit rate percentages calculated for the selected time period.
The Hit Rate Chart visualizes the monthly performance, offering an at-a-glance understanding of how many documents are signed versus sent.
Activity Report Tab
The Activity Report gives detailed insights into user activity:
Number of documents sent, signed, and their values.
Total logins and videos created by users.
Admins can filter the data based on teams or individuals using the filter panel.
Organization Report Tab
The Organization Report provides a bird’s-eye view of activity across multiple entities:
Total documents sent and signed.
User login activity.
Video usage and overall hit rate for each entity.
Export Data Tab
Export data reports for your entity or specific teams and users:
Select Export Entity Data or choose specific users/teams.
Filter by predefined or custom date ranges.
Choose data types to export:
All Documents
Expired Documents
Signed Documents
Contacts
Download the data as a CSV file for detailed analysis.
