Transaction Reports are created by the system. They provide customers with data about transactions on their account (e.g., information about senders, signers, and key events).
To access Transaction Reports:
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From the Navigation Bar, click the Reports menu and select Transaction Reports. The Transaction Reports page appears.
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If you want to open a Transaction Report, click its name. The table below describes the parameters that appear in a Transaction Report.
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If you want to download or delete a Transaction Report, select the report and click the download or delete icon.
If you want to download or delete multiple Transaction Reports at the same time, select their check boxes before you click the download or delete icon.
| Parameter | Description |
|---|---|
|
account name |
Name of the account |
|
account uid |
The account's unique identification number |
|
account email |
Email address of the sender’s account |
|
account company |
Name of the company associated with the account |
|
transaction uid |
The transaction's unique identification number |
|
transaction status |
Status of the transaction Possible values:
|
|
transaction deleted |
Flag that indicates if the transaction has been deleted Possible values:
|
|
transaction origin |
Product that originated the transaction Possible values:
|
|
transaction start date |
Date on which the transaction was created |
|
transaction sent date |
Date on which the transaction was sent for signing |
|
transaction updated date |
Dates on which the transaction was updated after being sent |
|
transaction completed date |
Date on which the transaction was completed |
|
in person transaction |
Flag that indicates if this is an in-person transaction Possible values:
|
|
virtual room transaction |
Flag that indicates if this is a Virtual Room transaction Possible values:
|
|
transaction name |
Name of the transaction |
|
transaction minutes from creation to sending |
Number of minutes between when the transaction was created and when it was sent for signing |
|
transaction minutes from creation to completing |
Number of minutes between when the transaction was created and when it was completed |
|
transaction declined |
Flag that indicates if the transaction’s status is DECLINED Possible values:
|
|
transaction declined reason |
Declared reason why the transaction was declined |
|
transaction scheduled purge date |
Date on which the transaction is scheduled to be purged from the OneSpan Sign databases |
|
transaction purge date |
Date on which the transaction is purged Note: This parameter is not available yet. |
|
transaction expire date |
Date on which the transaction expires |
| transaction external archival | The external archive used to store this transaction (for example, Trust Vault. |
| transaction size after signing | The size of the transaction after all documents have been signed. |
|
sender department |
Department to which the sender belongs The value is entered in a Custom Field named department, which could be used as metadata. |
|
sender uid |
The sender's unique identification number |
|
sender firstname |
The sender’s first name |
|
sender lastname |
The sender’s last name |
|
sender email |
The sender’s email address |
|
document count |
Number of documents in the transaction |
|
page count per document |
Number of pages in each document |
|
document name |
Name of the document Note: When a transaction has multiple documents, their delimiter is a vertical bar. For example, if a transaction had two documents named ABC and XYZ, the correct value for this parameter would be |ABC|XYZ |
|
signer uid |
A signer's unique identification number Note: When a transaction has multiple signers, their delimiter is a vertical bar “|”. This convention applies to this parameter, and to all parameters below this one in this table. |
|
signer email |
Signer's email address |
|
signer firstname |
Signer’s first name |
|
signer lastname |
Signer’s last name |
|
signer sms phone number |
Signer’s phone number to which SMS messages will be sent |
|
signer sms phone number country |
Country of the signer’s SMS phone number |
|
signer company |
Company to which the signer belongs |
|
signer minutes from first access to completing |
Number of minutes between when the signer first accessed the transaction and when they completed it |
|
signer title |
Signer’s title |
|
signer order |
Order in which multiple signers will sign Note: The value 0|0 means that no order is being imposed on two signers. |
|
signer status |
Signer’s status Possible values:
|
|
signer has declined |
Flag that indicates if the signer has declined to sign one or more documents Possible values:
|
|
signer declined reason |
Declared reason why the signer declined to sign |
|
signer open transaction date |
Date on which the signer opened the transaction |
|
signer accept econsent date |
Date on which the signer accepted the electronic Consent Form |
|
signer start signing date |
Date on which the signer started signing the transaction’s documents |
|
signer completed date |
Date on which the signer completed the transaction |
|
signer is locked |
Flag that indicates if the signer is locked out of the transaction Possible values:
|
|
signer has attached mandatory files |
Number of required attachments the signer has uploaded to the transaction Example: The value 1/1|2/3 indicates that the first signer attached their only mandatory file, while the second signer attached two of their three mandatory files. |
|
signer has attached all files |
Number of all attachments the signer has uploaded to the transaction Example: The value 1/2|0/0 indicates that the first signer attached one of their two requested files, while the second signer wasn’t asked to attach any files. |
|
signer sms authentication |
Flag that indicates if the signer must use the SMS authentication method Possible values:
|
|
failed sms authentication |
Number of times the signer tried but failed to authenticate themselves via SMS |
|
signer sms attempts |
Number of attempts the signer made to authenticate themselves using the SMS method |
|
signer kba authentication |
Flag that indicates if the signer must use the KBA authentication method Possible values:
|
|
signer qna authentication |
Flag that indicates if the signer must use the Q&A authentication method Possible values:
|
|
signer idv authentication |
Flag that indicates if the signer must use the ID Verification authentication method Possible values:
|
| count of documents signed | Number of documents signed |
| method of signing | The signing method used (e.g., PCC) |
| start datetime of virtual room session | Date and time when a past Virtual Room session started |
| end datetime of virtual room session | Date and time when a past Virtual Room session ended |
| virtual room session duration | Duration in minutes of a past Virtual Room session |
| number of participants in virtual room session | Number of participants in a past Virtual Room session |
| virtual room composition created time | Date and time when a "composition" of Virtual Room recordings was created. In this context, a composition is a file that contains all the tracks that were recorded during a Virtual Room session. |
| virtual room composition start time | Start time for the first recording within a Virtual Room recording composition |
| virtual room composition end time | End time for the last recording within a Virtual Room recording composition |
| virtual room composition duration | Duration in seconds of a Virtual Room recording composition |
| virtual room composition number of participants |
Maximum number of participants in a Virtual Room recording composition |
| start datetime of co-browsing session | Date and time when a co-browsing session started |
| end datetime of co-browsing session | Date and time when a co-browsing session ended |
| co-browsing duration | The duration of a co-browsing session |
| type of document verification |
Type of ID Verification Possible values:
|
| successful idv attempts | Number of times the signer successfully authenticated themselves using ID Verification |
| failed idv attempts | Number of times the signer tried but failed to authenticate themselves using ID Verification |
| idv attempts total | Number of attempts the signer made to authenticate themselves using ID Verification |