Octiv Reports provide you with information on current Documents, Templates, Content, and Users in your account.

Document Activity Report

You can track information from all documents created within an Octiv environment. This report delivers a comprehensive view of document information including timestamps for creation, publish and last view for all document types.

Document Engagement Report

You can track information from your documents that have been engaged by recipients. Within this report, all of your documents that have been viewed by at least one recipient will be displayed with related analytics. You can see when documents were created, published, and last viewed.

Template Activity Report

You can track information from Templates. Under the Templates reporting tab, you will have a comprehensive view of all your Templates. It will show Templates that have been created, published, viewed, accepted, and shared with clients. Because this report displays Close Rates for Templates, you will be able to identify which Templates are the most effective.

Page Activity Report

The goal of the page activity report is to provide visibility into which content is being used the most, and which content is viewed the most by document recipients. You can see the page, the last view, total number of views, how many individual viewers, and total time spent viewing.

User Activity Report

You can track data about your account users. This report is based off all of your users, even those that are deleted. This effectively allows you to view your most active and efficient users. With the recent updates, we have added the following the following columns to be selectable in this report:

  • Average Time to publish (published_at – created_at)
  • First Document Creation Date
  • Email
  • Mobile
  • Company
  • Title
  • Address
  • City
  • State
  • Zip

To view and select columns to be included in your report, click on the All Columns drop down.

Background Jobs Report

The goal of this report is to provide increased visibility into the errors associated with the documents in your account.

Report Export

You can quickly export a report to be viewed and shared offline. To export a report, simply click the download button (download is a CSV file).

Report Filters

Filters can be helpful in improving the view’s initial performance by reducing the amount of data the report returns by default.

Each standard report includes pre-built filters to analyze data by time frame and document type and downloaded offline. You’ll find these options at the top of each page. Below are some available filters:

Document Filter: This filter allows you to display All Documents in the account, OR select Proposals, Presentations or Contracts. It will be set to All Document by default.

Date Filter: Select a specific date range if you want to refine the data shown. You can filter the reported data by:

  • Today
  • Yesterday
  • Last 30 Days
  • Last 60 Days
  • This Month
  • Last Month
  • Set a Custom Date Range

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