Focus: The focus of this self-help article is to information about PandaDoc Reporting feature.
What is PandaDoc Reporting?: Reporting is split out into two ways.
Activity can be used to provide specific details about the activity in your account. Consists of Documents Completed, Revenue generated, Close rate, Time to Close and Document funnel.
Content reporting can be used to find out how many times your templates and content library items has been used for your documents. You can search by date ranges and provides a list of the content names, times used and how the content was created by.
Team member access: Owners, Admins and Managers have access to “Reporting”. Member team permissions do not. However on the PandaDoc Enterprise, you can also setup custom permissions and enable “Reporting”. See Step 5 below.
Feature Availability: Only available for the Enterprise plan. If you would like to try this feature, please contact us by using the Green Help button found on the bottom right side of your account.
Please note: you can set a default currency in your PandaDoc Settings. Click here for more information for about default currency.
Step 1: Accessing reporting. Once your account has gained access, you can find reporting by clicking on the “Reporting” icon on the left side of your PandaDoc account.
Step 2: Select which type of Reporting Found on the left, you can choose between Activity, Content Reporting for Templates and Content Library options.
Step 3: Date Filters
- Content Reporting for Templates and Content Library items.
Step 3A: Date filters for Activity. On the left side, you will see “dates”. Click on this to access the Calendar options. On the left side is the “from” and the right side is to”. For this example, we will be searching for items used between January 1st, 2017 – October 17th, 2017.
Step 3B: Date filters for content reporting. On the left side, you will see “dates”. Click on this to access the Calendar option. On the left side is the “from” and the right side is to”. For this example, we will be searching for items used between Sun April 3rd 2016 to Tuesday May 3rd 2016.
Step 4: Details included in the report
- Content Reporting
Step 4A: Activity Reporting Details. For Activity, you can see the following information about your PandaDoc account.
- Documents completed (Total # of docs completed within a selected date range)
- Revenue generated (Total of all Document.Grand Totals of all documents in Completed status within a particular date range)
- Close rate (Ability to see conversion rate (%) from Sent to Completed documents)
- Time to close (Average time between Sent to Completed document status)
- Document funnel (Conversion rates, # and $ in each stage: Sent → Viewed → Completed)
Leader board: A New Feature as of 11/27/2017. Here you can review your team members and see the following information:
- Number Sent Documents:
- Number Viewed Documents:
- Number Completed Documents:
- Sent Documents, showing pricing table totals:
- Viewed Documents, showing pricing table totals:
- Completed Documents, showing pricing table totals:
On the Top right, you also have the option to choose which “columns”, you wish to show on the Leader board.
Step 4B: Content Reporting Details. Once you have selected your dates, if will provide a list of the following information. “Name”, “Times used – with percentage” and who “Created” the item.
Step 5: Team Member Access — Using Custom Team Permissions, you can also control the access who has access to Reporting. Access Custom Team permissions, by reviewing this FAQ.
Once found, use the following permission to provide access to your custom permission and the “Reporting” module.