Overview
ZiaSign provides a real-time analytics dashboard and a custom report builder to help you track signing activity, monitor team performance, and export data for stakeholders.
Analytics Dashboard
Navigate to Analytics in the sidebar to access the dashboard.
Executive Overview
Four summary cards show key metrics at a glance:
| Metric | Description |
|---|---|
| Action Required | Documents waiting for your action |
| Waiting for Others | Documents sent and pending signatures from others |
| Completed | Total completed signing requests |
| Turnaround | Average time to complete a signing request |
Insights
Three insight cards highlight important trends:
- Completion Rate — Percentage of sent documents that reach completion
- Peak Activity Day — The day of the week with the most signing activity
- Top Template — Your most frequently used template
Signing Pipeline
A visual funnel shows documents flowing through each stage:
Draft → Sent → In Progress → Completed
Each stage displays its count and a proportional bar to visualize throughput.
Completion Breakdown
A ring chart shows the distribution of document statuses: Completed, In Progress, Expired, and Cancelled, with the overall completion percentage displayed in the center.
Weekly Activity
A bar chart shows signing activity for each day of the past week. Hover over any bar to see the exact count for that day.
Recent Activity Feed
A unified activity feed merges three types of events:
- User Activity — Your actions across the platform (uploads, signs, reviews)
- AI Conversations — Recent interactions with ZiaSign AI
- Envelope Updates — Signing request status changes (sent, completed, etc.)
AI Assistant Summary
A panel summarizes your AI assistant usage:
- Total chats and messages
- Most recent conversation with a link to continue
- Quick action to start a new AI conversation
Plan Usage
A usage block shows consumption against your plan limits:
- Documents, Envelopes Sent, Templates, Team Members, Storage, API Calls, AI Credits
- Visual progress bars show usage percentage for each feature
- Plan usage reflects the limits that apply to your current plan
Quick Actions
Shortcut buttons for common tasks:
- Upload & Sign — Jump to the send-for-signature flow
- Ask AI — Start an AI conversation
- Templates — Browse your template library
- Invite — Invite team members to your workspace
Reports
Navigate to Reports in the sidebar to build custom reports.
Building a Report
- Date Range — Select a start and end date (defaults to the last 30 days)
- Metrics — Choose one or more metrics to include:
| Metric | Description |
|---|---|
| Requests Sent | Number of signing requests sent |
| Requests Completed | Number of completed requests |
| Requests Cancelled | Number of cancelled requests |
| Completion Rate | Percentage of requests completed |
| Completion Time | Average time to completion in minutes |
-
Group By — Choose how to segment the data:
- By Day — One row per day
- By Team — One row per team
- By Template — One row per template
-
Click Run Report to generate results.
Results Table
Results display in a table with columns: Timestamp, Metric, Value, and Metadata.
CSV Export
Click Export CSV to download the report. The export includes all rows with properly escaped metadata fields — ready for spreadsheets or BI tools.
Reports run against finalized analytics data. Regenerating a report does not change historical numbers.
Next Steps
- Set up templates to track which templates perform best
- Configure webhooks to stream signing events to external analytics
- Explore bulk send to scale up and track high-volume campaigns
Frequently asked questions
What metrics does the analytics dashboard show?
The dashboard displays action-required documents, documents waiting for others, completed requests, average turnaround time, completion rate, peak activity day, top template, signing pipeline funnel, weekly activity chart, and plan usage.
Can I export reports as CSV?
Yes. The Reports page lets you build custom reports with date ranges, metrics, and group-by dimensions. Click Export CSV to download the results as a spreadsheet-ready file.
What metrics can I include in a report?
You can select from: Requests Sent, Requests Completed, Requests Cancelled, Completion Rate, and Completion Time (in minutes). Group results by day, team, or template.
Does the dashboard show AI assistant usage?
Yes. The analytics dashboard includes an AI assistant panel showing total chats, total messages, your most recent conversation, and a quick link to start a new AI conversation.
Related documentation
Sending Documents for Signature
Upload, prepare, and send documents to one or multiple signers with full control over the signing experience.
Bulk Send
Send a template to multiple recipients at once using CSV upload for high-volume signing workflows.
Document Templates
Create reusable templates with pre-placed fields to send documents faster and maintain consistency.