DRTE Overview Dashboard: End User Guide

Published on November 4, 2026 DRTE

DRTE Overview Dashboard: End User Guide

The DRTE Overview Dashboard shows the status of e-signature requests and Mass Merge jobs on one page. Use it to quickly find requests that need follow-up.

Where to Find It

  1. Open the Dashboards tab.
  2. Search for DRTE Overview.
  3. Click Refresh for current numbers. The "As of" time under the title shows when the data was last updated.


Top Row: The Six Numbers

Each tile is a count of requests in that state. Click a tile to open its report.

TileMeaningWhat to Do
Total RequestsAll e-signature requestsContext only
Pending SignaturesSent and waiting for a signatureSend a reminder if it has waited too long
Sent, Never ViewedSent but never openedCheck the email address or resend
Expired and UnsignedPast the expiry date without a signatureCreate a new request
DeclinedThe signer rejected itRead the reason and follow up
CancelledCancelled by a userCheck who cancelled it and why
Tip: A tile should read 0 or stay low. A higher number means more follow-up work.

Charts

  1. Requests by Status: the share of requests in each status.
  2. Requests Sent by Month: volume over time, to spot busy or quiet periods.
  3. Requests by Owner: who owns the most requests, so you can see workload.
  4. Reminders Sent: how many reminders requests have received. Requests at 0 may need a nudge.
  5. Mass Merge Items by Status: the outcome of bulk document-generation jobs.
Tip: Hover over a chart for exact values. Click a bar or slice to open the report behind it.

Tables

Work through these in order:

  1. Pending Signatures and Sent But Never Viewed: oldest first. Start at the top.
  2. Expired and Unsigned: requests that need a new send.
  3. Declined Signatures: latest first, with the signer's rejection reason.
  4. Cancelled Requests: latest first, with who cancelled and when.
  5. Mass Merge Failed Items: latest first, with the failure reason.

Click a request name to open the record.

Suggested Daily Routine

  1. Refresh the dashboard.
  2. Check the Expired and Never Viewed tiles.
  3. Work down the Pending table, oldest first.
  4. Read new Declined reasons.
  5. Check Mass Merge failures.

Using the Reports

The dashboard reads from reports in the DRTE Reports folder.

  1. Open a report from a tile or chart, or from the Reports tab.
  2. You can filter and export it, but don't save changes to the shared version.
  3. If you need a different view, use Save As to make your own copy.

Troubleshooting

  1. "This report cannot be used as the source": tell your admin. The report needs to be a Summary report.
  2. "Table has no numeric column", or a blank component: the report changed or you lack access to its fields. Tell your admin.
  3. Numbers look old: click Refresh.
  4. Missing records: the dashboard shows data as the running user, so you may see fewer records than a colleague.

For Admins

  1. The dashboard is the 12-column DRTE_Overview file.
  2. The five problem tiles need Summary reports: Pending, Never Viewed, Expired, Declined and Cancelled.
  3. Tables use FlexTable, so they work on any report format.
  4. Keep the report API names unchanged. The dashboard refers to them by name.

Knowledge Article Number: KA-00492

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