Audience: Organizations
Audience: NSTs
The short answer: Export and download your transactions as a .CSV file to calculate volume, conversion rate, and other statistics to help you make data-driven decisions for your business.
How it works
When you export transactions, the file downloads as a .CSV. The following columns are included:
- id — Transaction identification number
- account_id — Your organization identification number
- name — Transaction name
- status — Transaction status
- detailed_status
- transaction_type and type — Type of transaction (e.g., eSign, notarization, heloc)
- source — How the transaction was generated (notarize, notarize_api, resware, or other integrations)
- external_id — The external ID if provided during transaction creation
- customer_name
- customer_email
- created_at — Date and time the transaction was created
- sent_at — Date and time the transaction was sent
- scheduled_at — Date and time of activation, if the transaction was scheduled
- scheduled_at_timezone — Time zone of the time in the scheduled_at field
- completed_at — Date and time the transaction was completed
- last_updated_at — Date and time the transaction was last interacted with
- archived_at — Date and time the transaction was archived, if applicable
- cost_center — Selected cost center for the transaction (Command Center customers only)
Export transactions
Log in to your Proof account to complete the steps below.
- Select Transactions from the navigation menu on the left.
- Check the box next to the transactions you want to export, or use filters to narrow your selection.
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Select Export to the right of the bar at the top of the transactions list.
- Select Export all transactions or Export currently selected filters.
- Select Export CSV.
The file will download to your computer.
Summary Checklist
- Select transactions or apply filters, then select Export → Export CSV.
- Choose Export all transactions or Export currently selected filters.
- The export includes 18 columns — from transaction ID and status to timestamps and cost center.
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Still unsure? Contact Proof Support for help.
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