Rollup Report: Monthly Totals by Site
Contact your Customer Success Manager and ask for a subscription to view this report in your portal.
The Rollup Report: Monthly Totals by Site provides a summary of the following information for your Sertifi account:
- Account - the name of your Sertifi portal.
- Total Admins - the total number of Admin+ roles for a particular account.
- Folders - the total numbers of files created for a particular month.
- Documents - the total number of documents added to files for a particular month.
- Signed Docs - the total number of signed documents for a particular month.
- Partially Signed Docs - the total number of partially signed documents for a particular month.
- Reference Docs - the total number of reference documents attached to files for a particular month.
- Payments Sent - the total number of payments sent out for a particular month.
- Payments Received - the total number of received payments for a particular month.
- Amount Requested - the total dollar amount requested in an account for a particular month.
- Amount Received - the total dollar amount received in an account for a particular month.
- Stream Comments - the total number of comments left in the signing room.
You can export this report into the following formats by clicking 
, and then selecting from the following export options:
- Word
- Excel
- PowerPoint
- TIFF
- MHTML
- CSV
- XML file with report data
- Data Feed
You can also click 
to refresh the report results.
You can also use the blue arrows to navigate through various pages of the report, or enter in search terms next to the pagination arrows. Click Find or Next to scroll through the report based on your search criteria.
You can also use the additional search fields on the report to filter your data. If enter in any search terms or cut off dates or times, you must click View Report to update your results.
