Reports & Exports

Coming Soon

Organisation accounts require the Elite plan, which is not yet open for subscriptions. This guide documents what will be available when Elite launches. To register your interest, email [email protected].

Elite organisations can export three types of CSV report from Dashboard → Organisation → Reports.

All exports support an optional date range filter (from / to). Click Export to download the CSV file directly to your browser.

Session Summary

One row per session across all org members.

Columns include:

• Session ID and date
• Notary name
• Client name (anonymised if deleted)
• Document type(s)
• Session status
• Gross notarisation fee
• Platform service charge
• Net fee paid to the organisation
• Payout status

Use this report for financial reconciliation and billing summaries.

Full Audit Trail

One row per signing event, payment event, or compliance action.

Columns include:

• Timestamp (WAT)
• Event type (e.g. client_signed, seal_applied, payment_confirmed, session_completed)
• Session ID
• Notary name
• Document name and SHA-256 hash
• TSA timestamp (where applicable)
• IP address and user agent of the actor
• Intent confirmation flag

Use this report for legal submissions, external audits, and compliance evidence.

Notary Performance

One row per notary member — aggregated metrics.

Columns include:

• Notary name and SCN
• Total sessions (all time and in selected period)
• Completed sessions
• Completion rate (%)
• Cancelled sessions
• Net earnings contributed
• Average client star rating
• Lifetime session total

Use this report for practice management, performance reviews, and resource planning.

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All CSV exports follow RFC 4180 format with a header row, quoted values, and CRLF line endings — compatible with Excel, Google Sheets, and standard data tools.