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 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”

Report file will be downloaded after this.

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 wasn applied to the report
Period - period of time which was applied to the report
Sender - the list of senders which was applied to the report
Template - the list of templates which was applied to the report
Subject - subject which was applied to the report
Active role - filter by current active role which was applied to the report
Archived - status of the envelope archive or not which was applied to the report
Create date - date of envelope creation filter which was applied to the report (server time)
Deleted - status of the envelope deleted or not which was applied to the report
Expire date - period of expiration time which was applied to the report
Labels - the list of labels which was applied to the report
Recipient - filter by envelope recipient which was 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