Availability: Business* and Enterprise plans
* - feature is available as a paid add-on.
Warning:
Bundled documents are counted as a single document in reporting.
Note:
Only account owners, as well as users with an Admin, Manager, or custom role with permission to access reporting, can view reporting data. If a user has a Manager role in Workspace A and a Member role in Workspace B, data from only Workspace A will be available to them.
Reporting offers valuable insights into your team’s performance, as well as your workflows within workspaces, documents, and templates, allowing you to make data-informed decisions.
Watch an overview video:
Note:
Only Editor 2.0 documents are included in reporting.
Skip to:
To access reporting, click on Reports on the left panel.
Workflow overview
Workflow overview charts help you better understand your document funnel. Data in charts can be filtered by specific time period and workspace.
Note:
By default, data for last month’s performance in all account workspaces is visible in the Workflow overview tab.
Documents are included in charts based on when they were created, regardless of when they were sent or completed. For example, if you select 11/1/2021-12/1/2021 as the date range, your results would include:
10 documents created, sent, and completed
3 documents created before 11/1/2021 and completed within the time period
Because of this, your report will show 10 documents in total, not 13.
Document progress
Note:
The default date range for a chart is 1 month. However, you can filter by time period and select workspaces to include in a report.
Document progress allows you to view how many created documents have been sent and completed.
Hover over lines in the chart to view these details by date:
The gray line shows the number of documents created (from templates and scratch/upload)
The blue line shows how many created documents have been sent
The green line shows the number of sent documents completed by recipients within a selected date range
Total document progress
Total document progress shows the process of moving documents from Created > Sent > Completed. It also shows the transition between status by percentage.
Close rate shows the percentage of documents that have been sent and completed by recipients within a selected date range.
Status transition time
Status transition time allows you to understand how much time documents have spent between one core status and another. This figure is calculated by a median formula.
Hover over the line to view data by day, week, or month, depending on the date range you’ve selected.
Note:
If a document’s status was changed manually, only the first and the last status in the succession will be counted. Any status in between will not be included in charts and Document analytics table.
Total status transition time
Total status transition time shows the amount of time it takes for your team to prepare and send a document, and also how long it takes recipients to complete it.
Note:
The chart will show “0” if a status transition time is less than 1 minute.
The chart shows the summary of the status transition time for a selected date range.
Data analytics
Note:
By default, data for last month’s performance in all account workspaces is visible in the Document Overview tab.
Data analytics allows you to view detailed data on your document efficiency and customize it to your needs. You can also save and export a full CSV report in this tab.
The data in the table can be based on created, sent, or completed documents within a selected date range.
You can view document analytics by:
Workspace
Document creator
Template used to create documents
Document name
You can customize data through filters, as well as by using the Customize section.
Filters
Filters allow you to include or exclude information from a report. You can add or remove any workspaces, document creators (users on your account), templates used to create documents, or document names you’d like to see in a report.
Select a filter, check or uncheck your preferred options, then select Done.
Customize
With the help of the Customize section, specific columns can be included in or excluded from the table. Although there’s no option to reorder rows or columns within the table, all rows other than Document name and Creator can be sorted by either ascending or descending order.
Saving reports
Once you’ve customized your report, you can save it to easily access anytime.
Select Save, then give your new report a title. Next, add an optional description under “Caption,” and select Save report. Once saved, it will appear in your Data analytics tab.
You can apply changes to your customized report and select Save to update it. Saved reports can also be renamed and deleted.
You can’t delete or rename the following default reports: Leaderboard, Document efficiency, and Template efficiency.
How to export document analytics
You can export a report on document activity within a specific date range as a CSV file.
Information included in the full CSV report
Workspace
User name
User email
Document name
Template name
Template folder
Document recipients (recipients who completed the document are noted with a green checkbox)
Document status
Created date (UTC+0)
Updated date (UTC+0)
Approved date (UTC+0)
Sent date (UTC+0)
Viewed date (UTC+0)
Completed date (UTC+0)
Paid date (UTC+0)
Expired date (UTC+0)
Declined date (UTC+0)
Removed date (UTC+0)
Total
Paid
Total currency
Time to sent (seconds)
Time to view (seconds)
Time to complete (seconds)
Viewed to completed (seconds)
Status changed manually
Signed in person
Document URL
Details on status in the documents analytics table
Metric | Calculation rule |
Created | The number of created documents within the chosen time frame (if the table is based on the “Created” option) or the number of Sent/Completed documents (if the table is built upon “Sent” or “Completed”). |
Approved | The number of documents approved by all approvers. If there was no approval flow, or the document has not gone through it, then “0” is shown. |
Sent | The number of documents sent to recipients.
If the table is based on:
|
Viewed | The number of sent documents viewed by at least one recipient. |
Completed | The number of documents completed by all recipients. It includes documents in “Paid” and “Waiting for Payment” status. |
Expired | The number of documents that were not completed before the expiration date. |
Paid | The number of documents in Paid status. It includes documents moved to "Paid" manually. |
Send rate | Percentage of documents sent to recipients among all created documents. If the table is built upon “Sent” or “Completed” options, the “Send rate” will always be 100%. |
Completion rate | Percentage of documents completed by all recipients.
If the table is based on…
|
Decline rate | Percentage of declined documents among all sent documents. The number of sent documents depends on the option the table is based on (“Created,” “Sent,” or “Completed”). |
Expired rate | Percentage of documents that were not completed before the expiration date among all sent documents. The number of sent documents depends on the option the table is based on (“Created,” “Sent,” or “Completed”). |
Template rate | Percentage of documents created from a template among all created documents. The number of created documents depends on the option upon which the table is based (“Created,” “Sent,” or “Completed”). |
Time to send | The median time between document creation and sending. |
Time to view | The median time between sending and first recipient view. |
Viewed to completed | The median time between first recipient view and completion by all recipients. |
Time to complete | The median time between sending and completion by all recipients. |
Document value | The total of all filtered documents. Currency is not converted and corresponds to document settings, not the default workspace currency set up. |
Content library
Content library reporting shows how many times your content library items have been used in your PandaDoc documents.
To enter a date range for your report, select the dates in the top left.
Within a selected time period, you’ll see a list of items with the following information: title, times used, percentage of usage, and who created it.
Note:
Unlike the Workflow overview and Data analytics tabs, the Content library tab doesn't collect data from all your workspaces — only data from your current workspace is visible.
Document data
Note:
As we’re gradually releasing this functionality to our customers, you might not see it within your account right away.
Document data reports allow you to use the Data fields to create custom reports. Data fields can be used to configure a report's columns and filter the records in a report.
Note:
You can only use Document data reports with PandaDoc’s new look and feel.
Go to Reports
Select Document data report or Create new report under the ‘Document Data’ section
Select Customize at the top right to configure columns of the report. You can select any number of Data fields and Document type
Select More to choose which Data fields you want to filter the records of your report by
Save your report by selecting three vertical ellipses at the top right > Save as new
Select Export CSV from the dropdown to download it as a CSV file.