Transaction Reports

Updated on 08 Nov 2024
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Transaction Reports are created by the system. They provide customers with data about transactions on their account (e.g., information about senders, signers, and key events)

To access Transaction Reports:

From the Navigation Bar, click the Reports menu and select Transaction Reports. The Transaction Reports page appears.
If you want to open a Transaction Report, click its name. The table below describes the parameters that appear in a Transaction Report.
If you want to download or delete a Transaction Report, select the report and click the download or delete icon.
If you want to download or delete multiple Transaction Reports at the same time, select their check boxes before you click the download or delete icon.

Parameter	Description
account name	Name of the account
account uid	The account's unique identification number
account email	Email address of the sender’s account
account company	Name of the company associated with the account
transaction uid	The transaction's unique identification number
transaction status	Status of the transaction Possible values: DRAFT — The transaction has been created, but has not yet been sent. SENT — The transaction has been distributed for signing, but has not yet been completed. COMPLETED — The transaction has been signed by all recipients. OPTED OUT — The transaction has at least one recipient who has opted out of signing the document(s). DECLINED — The transaction has at least one recipient who has declined to sign the document(s). EXPIRED — The transaction has expired (its expiry date is in the past). ARCHIVED — The transaction has been archived.
transaction deleted	Flag that indicates if the transaction has been deleted Possible values: TRUE FALSE
transaction origin	Product that originated the transaction Possible values: OSS Fasttrack Bulk Api
transaction start date	Date on which the transaction was created
transaction sent date	Date on which the transaction was sent for signing
transaction updated date	Dates on which the transaction was updated after being sent
transaction completed date	Date on which the transaction was completed
in person transaction	Flag that indicates if this is an in-person transaction Possible values: TRUE FALSE
virtual room transaction	Flag that indicates if this is a Virtual Room transaction Possible values: TRUE FALSE
transaction name	Name of the transaction
transaction minutes from creation to sending	Number of minutes between when the transaction was created and when it was sent for signing
transaction minutes from creation to completing	Number of minutes between when the transaction was created and when it was completed
transaction declined	Flag that indicates if the transaction’s status is DECLINED Possible values: TRUE FALSE
transaction declined reason	Declared reason why the transaction was declined
transaction scheduled purge date	Date on which the transaction is scheduled to be purged from the OneSpan Sign databases
transaction purge date	Date on which the transaction is purged Note: This parameter is not available yet.
transaction expire date	Date on which the transaction expires
transaction external archival	The external archive used to store this transaction.
transaction size after signing	The size of the transaction after all documents have been signed.
sender department	Department to which the sender belongs The value is entered in a Custom Field named department, which could be used as metadata.
sender uid	The sender's unique identification number
sender firstname	The sender’s first name
sender lastname	The sender’s last name
sender email	The sender’s email address
document count	Number of documents in the transaction
page count per document	Number of pages in each document
document name	Name of the document Note: When a transaction has multiple documents, their delimiter is a vertical bar. For example, if a transaction had two documents named ABC and XYZ, the correct value for this parameter would be \|ABC\|XYZ
signer uid	A signer's unique identification number Note: When a transaction has multiple signers, their delimiter is a vertical bar “\|”. This convention applies to this parameter, and to all parameters below this one in this table.
signer email	Signer's email address
signer firstname	Signer’s first name
signer lastname	Signer’s last name
signer sms phone number	Signer’s phone number to which SMS messages will be sent
signer sms phone number country	Country of the signer’s SMS phone number
signer company	Company to which the signer belongs
signer minutes from first access to completing	Number of minutes between when the signer first accessed the transaction and when they completed it
signer title	Signer’s title
signer order	Order in which multiple signers will sign Note: The value 0\|0 means that no order is being imposed on two signers.
signer status	Signer’s status Possible values: CURRENT_SIGNER FUTURE_SIGNER REVIEWER COMPLETED OWNER_FINISHER
signer has declined	Flag that indicates if the signer has declined to sign one or more documents Possible values: TRUE FALSE
signer declined reason	Declared reason why the signer declined to sign
signer open transaction date	Date on which the signer opened the transaction
signer accept econsent date	Date on which the signer accepted the electronic Consent Form
signer start signing date	Date on which the signer started signing the transaction’s documents
signer completed date	Date on which the signer completed the transaction
signer is locked	Flag that indicates if the signer is locked out of the transaction Possible values: TRUE FALSE
signer has attached mandatory files	Number of required attachments the signer has uploaded to the transaction Example: The value 1/1\|2/3 indicates that the first signer attached their only mandatory file, while the second signer attached two of their three mandatory files.
signer has attached all files	Number of all attachments the signer has uploaded to the transaction Example: The value 1/2\|0/0 indicates that the first signer attached one of their two requested files, while the second signer wasn’t asked to attach any files.
signer sms authentication	Flag that indicates if the signer must use the SMS authentication method Possible values: TRUE FALSE
failed sms authentication	Number of times the signer tried but failed to authenticate themselves via SMS
signer sms attempts	Number of attempts the signer made to authenticate themselves using the SMS method
signer kba authentication	Flag that indicates if the signer must use the KBA authentication method Possible values: TRUE FALSE
signer qna authentication	Flag that indicates if the signer must use the Q&A authentication method Possible values: TRUE FALSE
signer idv authentication	Flag that indicates if the signer must use the ID Verification authentication method Possible values: TRUE FALSE
count of documents signed	Number of documents signed
method of signing	The signing method used (e.g., PCC)
start datetime of virtual room session	Date and time when a past Virtual Room session started
end datetime of virtual room session	Date and time when a past Virtual Room session ended
virtual room session duration	Duration in minutes of a past Virtual Room session
number of participants in virtual room session	Number of participants in a past Virtual Room session
virtual room composition created time	Date and time when a "composition" of Virtual Room recordings was created. In this context, a composition is a file that contains all the tracks that were recorded during a Virtual Room session.
virtual room composition start time	Start time for the first recording within a Virtual Room recording composition
virtual room composition end time	End time for the last recording within a Virtual Room recording composition
virtual room composition duration	Duration in seconds of a Virtual Room recording composition
virtual room composition number of participants	Maximum number of participants in a Virtual Room recording composition
start datetime of co-browsing session	Date and time when a co-browsing session started
end datetime of co-browsing session	Date and time when a co-browsing session ended
co-browsing duration	The duration of a co-browsing session
type of document verification	Type of ID Verification Possible values: Document Verification Only Document Verification with Facial Comparison
successful idv attempts	Number of times the signer successfully authenticated themselves using ID Verification
failed idv attempts	Number of times the signer tried but failed to authenticate themselves using ID Verification
idv attempts total	Number of attempts the signer made to authenticate themselves using ID Verification

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