Monthly Reports
The Monthly report provides a summary of the files created, documents sent, and signed documents for any given day in a calendar view.
At the top of the report, select the month and year you want to view from the dropdown.
The Month Totals populate to show you the following:
- How many files were created
- How many documents were attached to files
- How many documents were completed
- How many payments were sent
- How many payments were received
- How much was requested for payments
- How much in total was received
The calendar populates to show on which days files were created, documents were sent, and documents were signed. For example:
