How to Generate Document Activity Reports

Beyond individual requests lies the aggregate picture: how much is your team sending, how fast is it completing, and where is it stalling? Reports (Business plan) answer at that level. 

Steps 

1.  Open Reports in the sidebar. 

 2.  Pick your date range — a month, a quarter, custom. 

3.  Apply filters: team member, status, folder. 

4.  Read the results: volume sent, completion rate, and trends across the period. 

Reports Worth Running Monthly 

•  Volume by member — workload distribution across the team. 

•  Completion rate by folder — which document types sail and which stall. 

•  This month vs. last — is the process getting faster? 

Note: Reports are a Business-plan feature; other plans see an upgrade notice on this page.