Overview
The Signature History report provides detailed information about document signatures across your portfolio. You can generate the report for the entire portfolio or apply filters to focus on specific properties, deals, or documents.
Key benefits / use cases
Track signature activity for all documents in your portfolio.
Filter by property, deal, or document name for targeted insights.
Analyze signature details such as signee type, status, and dates.
Export data for compliance or reporting purposes.
How to use the Signature History report
Apply filters
You can generate a signature history report for:
Entire portfolio
Specific property
Deal/tenant name
Document name
More filters include:
Status
Signee name
Action by
Last modified
Report details
The report displays:
Document name
Signee type
Signee name
Signee email
Status
Date
Action by
Tenant
Deal
Deal type
Stage and substage
Property
Export options
You can export the report in multiple formats:
Excel
CSV
PDF
Steps to export
Apply the desired filters to customize your report.
Click the black box icon on the right side of the screen.
Select or deselect columns to include in your export.
Choose your preferred export format (Excel, CSV, or PDF).
Tip: Use column selection to create a clean, relevant report before exporting.
FAQs
Can I filter by signee name or status?
Yes. You can filter by Signee name, Status, and other attributes under More filters.
What data does the Signature History report include?
It includes document details, signee type and name, email, status, date, action by, tenant, deal, deal type, stage, substage, and property.
Can I export the report?
Yes. You can export the report in Excel, CSV, or PDF formats.