Agreement Reports

Answered

Follow

Michael Jones

• 13 March 2025 00:35

In order to integrate Axcelerate Agreements into a company policy we need a check and balance system whereby we can easily check the status of all agreements via a report.

There is a report available that returns signature requests but it makes no distinction between multiple signatures in the same agreement, or one signatory across multiple agreements.

This data is already in the system as you can see in the pending signatures widget and in the agreements section on the contact page, but neither is exportable, and the signatures requested report does not export enough data.

Specifically, we need agreement document ID, agreement template ID, number of signatures requested, number of signatures obtained, linked enrolments, due date, expiry date, etc.

2

• Official comment

  

  Jack Christensen

  • 04 June 2025 00:18

  Hey Michael,
  
  We do have a report for Agreements called the Agreement Signature Requests Report, which has most of the fields you requested.
  
  Would you be able to use that report, or are items like the specific ID's required for your workflow?
  
  Thanks,
  Jack

  Comment actions Permalink

Please sign in to leave a comment.