Analytics
This is a paid feature. If you cannot access this feature per the instructions below, please reach out to your account manager or our sales department at sales@penneo.com.
The account usage overview gives your company access to an adjustable dashboard. You can tailor it to see the information about your company’s usage of Penneo more relevant for you.
How to locate your account usage overview
As an administrator, you can find the usage report at the very bottom of the left hand side menu. Simply click on Configure and then Analytics.
How to customize the dashboard
Filters
You can choose among a few filters in the top left corner of the dashboard.
In Choose reference date, you can choose between two options:
-
Sent shows all the case files sent out, which are the case files with the following statuses:
- Completed
- Pending
- Rejected
- Expired
- New (drafts)
- Signed
- Deleted
- Anonymized (permanently deleted case files)
- Completed displays all the case files which have been signed and completed.
This setting affects all the report’s results.
The Choose date interval filter affects the time range the results refer to. You can choose between:
- 1 year
- 6 months
- 3 months
- 1 month.
The interval starts at your current date.
This setting affects all the results shown in the report.
In Choose key indicator, you can choose between:
- Number of case files
- Number of signatures
- Average day(s) of completion
- Signature(s) per case file.
This setting affects the results displayed under Case file types, Document types, Users, and Monthly overview.
The Account name filter is specific to customers with multiple accounts in Penneo. If you have more than one account in Penneo, you can choose which account’s data you want to view. You can view the data about all of your company’s accounts at once, one by one, or by selection.
Overview of results
Number of signatures displays each individual signature line that has been signed. This number will change depending on your reference date. Note that, if you selected Sent as a filter, the number will also take into account the signatures in case files that are not completed.
Number of case files is the total number of case files that have been sent out with your selected reference date. Hover over the number to see the precise number of case files by status.
Number of documents is the total number of documents that have been sent out within the case files.
Number of active users displays how many users in your account are currently active. Active users are all the users on your account that have access to log into Penneo, regardless of their actual activity.
Detailed activity
Here, you will be able to more closely analyze how your company uses Penneo by viewing data on the case file types (signing flows) chosen, the document types used, and the activity of each user in your account.
You can filter your activity by selecting one or multiple case file types. You can select a case file type by clicking on the bar next to it. To select multiple bars, hold down CTRL and click on the bars you wish to select. Your selection affects the entire dashboard.
To deselect the bars, you simply need to click on them again.
Hover over a bar to see the other key indicators, without changing the filter itself.
Case file status(es)
The donut graph allows you to review case files classified by case file status.
By clicking on one of the statuses in the circle chart, you can filter the detailed activity section of the report to that specific status. To select multiple statuses, hold down CTRL and click on the statuses you wish to select.
To deselect a status, you simply click on the status again.
Monthly overview
The monthly overview is controlled by the key indicator filter. Hover over the line, and you will see the respective amount of the key indicator for that month. In other words, you will be able to review the following data per month:
- Amount of case files created
- Number of signatures
- Average day(s) of completion
- Signature(s) per case file
If you want to adjust the monthly overview, you can hover to the bottom left corner. A plus and minus sign will appear.
The starting point will show the statistics for the previous 6 months.
By clicking on the minus symbol once from the starting point, you will be able to see an overview per quarter. By clicking on it twice, you will be able to see an overview per year.
Clicking on the plus from the starting point, you will be able to see an overview per week (still referring to the past 6 months). And by clicking on the symbol twice, you will be able to see a daily overview of the same 6-months period.
Exporting data from the report
To export data from the report, you need to go to the view called Export Usage Overview. To change views, click on the arrow at the top right corner of the report.
Filters
You can choose among a few filters in the top left corner of the dashboard.
Moreover, you can choose whether you want to include or exclude your selections in the following filters:
- Choose user
- Filter case file
- Filter case file status
- Account name
By default, the report will include the selected values.
Hover over the filter you wish to change, and an arrow will appear to the far right of the filter name.
In Choose reference date, you can choose between two options:
-
Sent shows all the case files sent out, which are the case files with the following statuses:
- Completed
- Pending
- Rejected
- Expired
- New (drafts)
- Signed
- Deleted
- Anonymized (permanently deleted case files)
- Completed displays all the case files which have been signed and completed.
The Choose date interval filter affects the time range the results refer to. You can choose between:
- 1 year
- 6 months
- 3 months
- 1 month.
The interval starts at your current date.
Choose user allows you to select a specific user to include or exclude from the report.
Filter case file allows you to select the case file types (signing flows) to include or exclude from the report.
Filter case file status allows you to select which case files statuses to include or exclude from the report.
The Account name filter is specific to customers with multiple accounts in Penneo. If you have more than one account in Penneo, you can choose which account’s data you want to view. You can view the data about all of your company’s accounts at once, one by one, or by selection.
Sorting the list view
To sort the list view, hover over the name of the column that you want to sort by, and an icon will appear at the top right corner. Click on the icon to sort the report by the value of the corresponding column - for example, Number of signatures - in either ascending or descending order.
It is possible to sort the report by:
- Number of case files
- Number of signatures
- Signatures per Casefile
- Avg. day(s) of completion.
Expand or minimize the levels of the report
When hovering over Name of case file and Account Name, which are the default columns, a plus and minus symbol will appear.
By clicking on the plus symbol, the report will show more details - while, by clicking on the minus symbol, the details will be reduced. The detail levels work as shown below, starting from the least detailed to the most detailed version of the report:
- Account
- Case file types (signing flows)
- Case file status per case file type
- Name of case file creator by case file status
- Case file ID per creator
- Case file title for respective case file ID
- Document types by respective case file
- Document ID for respective document type
- Title of document for respective document ID
How to export data
There are two ways to export data from the report.
The first way is to go to the Export usage overview and adjust the filters, as explained below:
- Once you have adjusted the filters and columns to your needs, click on the download symbol, which resembles an arrow pointing down at a box.
- The selected sheet should be Table: Hierarchy. If not already selected, select Table: Hierarchy.
- Choose which format you would like to export the report to (Excel or CSV).
- Click on Download.
- Your report has now been downloaded and is ready for use.
The second way to export data is by making a bar selection in the usage overview as described here.
- After a selection has been made, one end of the selected bar will be marked with a black circle. Hover over the black circle and the details for your selected bar will appear.
- Below the details, a link will become visible. Click on the link Go to export.
- The link will take you to the export usage overview, which is already customized to export the data you selected in the usage overview.
- To download the report, follow the steps described above.