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: Enabled for Enterprise plan by default. This feature is available in our in Add-on Store. Please go to the “Add-on Store” found on the bottom left of your account to locate and enable. Click here to learn more about the Add-on Store.

Step 1:  Accessing reporting and choose a reporting option. Once your account has gained access, you can find reporting by clicking on the “Reports” icon on the left side of your PandaDoc 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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