Retrieving transaction reports using REST API
Monday, January 24, 2022 at 01:42pmHi Duo,
Happy New year greetings to you and your family!
I have a question about retrieving transaction reports, I am retrieving a completion report of transactions in status ‘All’ for the following date range: 01/01/2021 to 01/23/2022, I am using the GET API call through Postman: https://sandbox.e-signlive.ca/api/reports/completion?status=&from=2021-01-01Z&to=2022-01-23Z, I am able to retrieve the report successfully, please find it attached for your reference, but is there a way I can add/remove columns from the report? For e.g., for declined transactions, I would like to see a column for ‘Declined Reason’ in the report which isn’t there. Otherwise, too, I would like to know whether there is a way to customize your own report based on your need versus just retrieving a pre-defined one, please advise.
Thank you,
Rajiv
Reply to: Retrieving transaction reports using REST API
Monday, January 24, 2022 at 01:43pm.csv file attached
Reply to: Retrieving transaction reports using REST API
Monday, January 24, 2022 at 03:48pmHey Rajiv,
It's always nice to hear from you!
Not sure if you are aware of a new feature "In-App Report" which was introduced in 11.41, which is a valuable tool for customers, for it enables them to easily:
Track account-related costs (e.g., transactions, documents, KBA, SMS), so they can better manage their budgets.
Calculate their Return on Investment, which can be used to champion the solution and thus increase its adoption.
Track the adoption rate, which could provide insights into actionable improvements.
Track the Transaction Cycle Time, which could enable customers to improve process efficiency and thereby lower costs and increase revenue.
Calculate the Transaction Completion Rate, which could enable customers to increase the completion rate and thereby increase sales.
Monitor the status of transactions for follow-up with signers, which should lower the Transaction Cycle Time.
With all these advantages, this report also includes a column of decline reason. I've also attached an example for your reference.
Duo
Duo Liang OneSpan Evangelism and Partner Integrations Developer
Reply to: Retrieving transaction reports using REST API
Monday, January 24, 2022 at 05:02pmThank you very much Duo for your prompt response! Likewise, it is always nice to hear from you.
I am in the account's dashboard, I am looking at the reports tab, I am just seeing the usage summary, transaction reports, and account reports, I am not sure if this new feature is enabled for the account I am working on. Is it enabled by default or does OSS support enable it for a customer based on request?
Also, I need to retrieve it using REST API, I am using the GET API call through Postman: https://sandbox.e-signlive.ca/api/reports/, can you please provide me with the exact REST API call for this new feature?
Reply to: Retrieving transaction reports using REST API
Tuesday, January 25, 2022 at 08:14amHi Rajiv,
If you can find the "transaction reports" and "account reports" options, I believe the feature has turned on in your account. Select Transaction Report and you'll find a list of reports there:
From API's perspective, you can first retrieve a list of available reports, then download them in csv format with this call.
Duo
Duo Liang OneSpan Evangelism and Partner Integrations Developer