What is content reporting and how can I use it?

Content reporting can be used to find out how many times your templates and content library items have been used for your PandaDoc documents. This includes any templates that you use for your CRM integrations with PandaDoc. You can search by date ranges and provide a list of the content names, times used and who the content was created by.

Feature availability: Enterprise plan

Step 1:  Accessing reporting and choose a reporting option. You can find reporting by clicking on the “Reports” icon on the left side of your PandaDoc account. 

If you do not find the icon, ask your Account Owner to enable it in the Add-on Store (found in the bottom left of your account).

On the left side, you can choose reporting options for “Templates” and “Content Library Items”.

Step 2: Date filters. In the top left, 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”. 

Step 4: Details included in the report. Within a selected time period, you will see a list of items with the following information: Title, Times Used, Percentage of Usage and who Created.

Related FAQs:
– Creating a Template in PandaDoc: https://www.pandadoc.com/faqs/create-first-template-via-pandadoc-editor/

– Content Library Items in PandaDoc: https://www.pandadoc.com/faqs/content-library-use/

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  3. Choose Submit Help Request option

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