Download transaction data as a CSV file

The CSV file includes transaction, recipient, status, method, pricing, and flow information based on the transactions included in your export.

Before you start

The CSV file includes the transaction data available at the time you download it.

Before downloading the file, select the date range and filters you want to use in Overview.

Only transactions that match the selected date range and filters are included in the CSV file.

Some fields may be empty if the information is not relevant to the transaction, or if the feature was not used.

Download the CSV file

Go to Overview.
Select the date range you want to export.
Click the small gear icon next to Reset filters to choose which filters are available in Overview.

Note: This is not the Settings icon in the blue top bar. Use the small gear icon next to Reset filters when you want to adjust filters in Overview.
Apply the filters you want to use, for example Group, Sender, Recipient, or Status:

Use the small gear icon next to Reset filters to choose which filters are available in Overview. This is different from the Settings icon in the blue top bar.
Click Download CSV:

Download the CSV file from Overview after selecting the relevant date range and filters.
Open the file in Excel or another spreadsheet tool.

How filters affect the CSV file

When you download a CSV file, the columns in the file stay the same.

Filters only control which transactions are included in the export.

The filters available in Overview are controlled from the small gear icon next to Reset filters. These filters only affect the transaction list and the CSV export. They do not change account settings.

Date range filter

Use the date range selector to choose the period you want to export.

Only transactions within the selected period are included in the CSV file.

By default, Overview shows transactions from the last 30 days.

My signings

If multiple users share the same account, you can enable My signings to only show transactions that you created or sent yourself.

When My signings is enabled, the CSV export only includes the transactions shown in Overview.

What is a CSV file?

A CSV file is a spreadsheet file where each row represents a transaction or recipient entry, and each column represents a specific data field.

You can open the file in Excel or another spreadsheet tool to sort, filter, and review the exported data.

The contents of the CSV file

The CSV file includes the columns listed below.

The field names are exported exactly as shown. Field names should stay the same in both English and Danish articles, because they match the column headers in the CSV file.

Transaction and recipient details

Field name	Description
RecipientId	The unique ID for the recipient in the transaction.
Status	The current status of the transaction or recipient.
SigningReference	The reference connected to the signing, if a reference was added.
RecipientName	The name of the recipient.
RecipientEmail	The recipient’s e-mail address.
Receipt	The receipt setting used for the recipient, if applicable.
SigningStart	The date and time when the signing started.
SigningExpires	The date and time when the signing expires.
SigningName	The name of the signing.
TemplateUsed	The template used for the transaction, if a template was used.
NotificationMethods	The notification method or methods used for the recipient.
SigningMethod	The signing method used for the recipient.
AuthenticationMethod	The authentication method used for the recipient.
DistributionMethods	The distribution method or methods used for the documents.
DistributionType	The type of distribution used for the transaction.
LatestUpdateDate	The date of the latest recorded update.
LatestUpdateTime	The time of the latest recorded update.
PIN	The PIN value registered for the transaction, if present.
VATIN	The VAT identification number registered for the transaction, if present.
Sender	The name of the sender.
SendersEmail	The e-mail address of the sender.
Group	The group connected to the transaction.
SigningRecipientsCount	The number of recipients connected to the signing.
SigningId	The unique ID for the signing.
Credits	The total number of credits used for the transaction.
AuthenticationPrice	The price or credit usage for authentication.
SigningPrice	The price or credit usage for signing.
DistributionPrice	The price or credit usage for distribution.
NotificationPrice	The price or credit usage for notifications.
FlowPrice	The price or credit usage for the signing flow.
DocumentPrice	The price or credit usage for documents.
SigningState	The current state of the signing.
SigningType	The type of signing.
IsPublicForm	Shows whether the transaction was created from a public form.

If a field is empty

A field can be empty if the information was not used or registered on the transaction.

For example, a transaction may not have a value in TemplateUsed if no template was used, or in VATIN if no VAT identification number was registered.

Empty fields do not necessarily mean that something is wrong with the transaction.

Use the CSV file for review

You can use the CSV file to review transaction data outside Addo Sign.

For example, you can:

Filter transactions by Status
Search for a specific RecipientName or RecipientEmail
Find a transaction by SigningId
Review which TemplateUsed was used
Compare credit usage across Credits and price fields

Before contacting support

Before contacting Addo Sign Support, you should check:

Whether you selected the correct date range in Overview
Whether you applied any filters before downloading the CSV file
Whether the small gear icon next to Reset filters was used to make the relevant filters available
Whether My signings was enabled when the CSV file was downloaded
Whether the field is empty because the feature was not used on the transaction
Whether you can identify the transaction using SigningId
Whether the transaction status in Addo Sign matches the value in Status