Reports & Exports

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.