Last modified: 2024-04-12

OneSpan Sign for Salesforce Reports

OneSpan Sign for Salesforce provides several reports that can be used to view account and signing activity. These reports are:

  • e-Signing Status Report: Provides a general overview of all transactions.
  • Oldest Incomplete e-Sign Transactions: Lists transactions that have not yet been signed by all recipients.
  • Recent e-Signing Activity Report: Provides information on recent activity involving your transactions.
  • Top 5 Oppty with Completed Transactions: A sample report of the completed OneSpan Sign transactions that are associated with the high-value Open Opportunities.
  • Top 5 Oppty with Unsigned Transactions: A sample report of the unsignedOneSpan Sign transactions that are associated with the high-value Open Opportunities.
  • Users e-Signing Activity Report: Lists all of the users in the account along with the statuses of transactions with which they are associated.

To view OneSpan Sign for Salesforce reports:

  1. Click Reports in the OneSpan Sign for Salesforce menu. The Reports & Dashboards page appears.
  2. In the Report section on the left, click All Reports.
  3. Click one of the OneSpan Sign report names.

To modify, filter, or generate reports, consult the Salesforce help.

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