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.

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Sign Aggregation Report data columns

This section describes the data columns that are generated in the Sign Aggregation report. This column shows the range of dates during which signature request actions occurred. It includes all actions for a given sign request that fall partially or fully within the report’s start and end dates. For example: If the report start date is Dec 1 and the end date is Dec 30, a document created on Nov 29 and completed on Dec 2 will be included. The date range for that request will display as Nov 29 – Dec 2.

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Signature Request Report

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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.

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Signature Request and Sign Aggregation report information

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

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Signature Request Report data columns

This section describes the data columns that are generated in the Signature Request report. The request ID is the unique identifier that is assigned to each signature request initiated in Box Sign. The title specified for a particular signature request initiated in Box Sign. The date that a user within the EID initiated and sent a signature request. The API service, if any, from which the signature request initiated. The API service ID, if any, from which the signature request was initiated. The number of documents added by the Sender to a Signature Request. The user ID of the user who sent or initiated the signature request. The name of the user who sent the signature request as defined by the user profile settings. The specific signature request flow. This can be either standard request or 21 CFR Part 11 The type of Signature Request initiated. This can be any of the following:

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

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

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

The date and timestamp based on last action taken up by recipients or sender in tandem with the request status. 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. The emails of those recipients who are assigned as signers or approvers to the signature request. The name of the template from which the signature request is initiated and sent. The user ID of the creator of the template from which the signature request is initiated and sent. The number of recipient groups added to the signature request. The total number of recipients within a signature request. The total number of recipients assigned as signers to a signature request. The total number of recipients assigned as signers with CAC/PIV specified as additional verification method within a Signature Request.

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Box Sign reports - Filters

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

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Additional Signature Request report filters:

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) is a unique identifier that is assigned to each Signature Request initiated in Box Sign. Folder(s) may be selected containing Signature Requests for the purposes of generating the report.