Titan Sign Documents by Status (FQ)
For more information on the dashboard for the Titan Sign Analytics for Salesforce, click here.
Click here for more information on Salesforce reports and dashboards.
On this dashboard panel, you can see all the documents by status for the current and previous fiscal years. The status is shown in the top right corner. The graph shows the Record Count and the number of documents.
- Click on the View Report (Titan Sign Documents By Status (FQ)) link to open the report.
- Use the Filters at the top right of the report to filter the results as follows:
- Show Me
- Titan Sign Document: Date
- Scroll down on the report to see more information.
Note:
- Sort columns from A-Z or form Z-A by using the arrow on a column name.
- Click on a link in a column to view more information.
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