How to generate report by envelopes?¶
In this section you will know how to generate report by envelopes
If you want to get xlsx file with report byt envelopes you have to do the following:
Open platform
Got to mailbox page
Open tab with envelopes filter you need or filter data manually
Click on button with document icon (button called “Generate envelopes report”)
After click you will see the message that report will be send after generation to you email address
Follow to email address
Open email you got
Click on button “Download”
Now you can open the file on your computer
File structure¶
File structure contains two lists:
Filter details - there is you will see filter configuration you set on the web to make report
Report data - there is you will see envelopes list according to the filters above (similar data you see on Web)
Filter details structure¶
Report date - date of the report generating (server time)
Status - the list of statuses which has been applied to the report
Period - period of time which has been applied to the report
Sender - the list of senders which has been applied to the report
Template - the list of templates which has been applied to the report
Subject - subject which has been applied to the report
Archive - status of the envelope archive or not which has been applied to the report
Labels - the list of labels which has been applied to the report
Expiration - period of expiration time which has been applied to the report
Scope - the scope on envelopes (inbox/outbox)
Report data structure¶
Subject - subject of the envelope
Template - template name of the envelope
Stage - stage on which envelope is in
Status - status of the envelope
Sender - name of the sender mailbox
Receive date - date of receiving an envelope