The Reports feature allows users and administrators to run, customize, schedule, and download and print reports for their account. Report data is generated continuously, and reports contain near real-time data from document activity.
When users run reports, they see information from their own user activity only. Account administrators see all account-level activity. Reports run in the application can return up to 5000 rows of data.
Reports Overview
The Reports Overview provides a look at key metrics on your sent document activity. Use the Overview to quickly see overall document status, time to complete, and volume over time for the documents you send. The Overview covers document activity for the past 12 months and is available to all account users.
Standard Reports
Beyond the Overview, there are several standard reports provided to quickly view information about your account. These reports are categorized as follows:
l Document - available to all users; includes data on the documents you send
l Recipient - available to all users; includes data on the recipients of the documents you send
l Usage - for account administrators only; reflects activity and usage for the entire account
By default, all reports run with the following filters:
l Date Range: Month to Date
l Document Status: Any
l Sent By: Any
Custom Reports
You can alter the report filters to modify the information returned in the report. Set filters to create custom reports and save them for later use.Learn more...
Schedule Reports
Finally, you can schedule reports to run automatically, download report data to a CSV file, and print reports.Learn more...
Note: Some advanced features and options are supported only in certain DocuSign plans. Your account plan might not support some options discussed in this help topic. For more information about which options are available for your account, check your account plan or contact your Account Manager.
View and Modify Reports
When you select a report to view from the Reports list, the default report data is shown. From
account. You can also export a report to a CSV file, or print your report for further use and analysis.
EXAMPLE — User Activity Report
You're the administrator for your company's DocuSign account and you want to find out if the users on the account are taking full advantage of this great productivity and money-saving business tool. You select the User Activity Report and modify the date range to select Year to Date. You want to see everything, so the default report filter of any sender works for you.
Examining the report data, you can see the activity for every DocuSign user in your company, including how many documents each person sent. You export the data and later you'll reach out to the low-usage users to see if they need some additional training or other help with DocuSign.
You can also create your own, customized reports. Starting from a standard report, select the criteria, such as date range or filters, and define how to display the results. Once you save your custom report, you can access it any time you want. You can save up to 100 custom reports at a time.
What would you like to do next?
l Modify report criteria to show a particular set of data
l Create or edit a custom report and save it for future use
l Learn about scheduling reports or how to download a report To modify report criteria
1. From the Reports page, select a report to view.
2. In the Report Details view, modify the report criteria to display the data you want, using any of the following:
l Date Range. Use the drop-down to select a date range for your report. You can choose to filter by either Sent or Completed Date, and then select one of the predefined ranges, or select Custom Date Range and enter your own range.
l Edit Filters. Modify the filter criteria to focus on the information you want to see.
Different reports offer different filters. Depending on the report, you can enter criteria to select particular senders, document status, document subject, or recipient names. Enter your criteria and click DONE. The report data updates to reflect your changes.
l Edit Columns. Add or remove the columns displayed in the report. Reorder columns by selecting the drag handles and dragging the column to the desired place in the order. Click DONE to save your changes and update the report display.
The report data updates to reflect your changes.
To create and save a custom report
1. From the Reports page, select a report to start with.
2. In the Report Details view, modify the report to display the desired information by select-ing the date range, filters, and columns to apply to your custom report.
3. To save the custom report, click SAVE AS....
Note: If you started with a custom report, you can save your changes to the existing custom report (click SAVE), or save as a new custom report (click SAVE AS...).
4. In the Save as Custom Report dialog box, provide a unique report title and a description, and click SAVE.
Your custom report is saved and appears on the Reports list under Custom.
5. To edit an existing custom report, select your report from the Reports page:
l To edit the title or description of your custom report, click the pencil icon to the right of the title:
Schedule, Download, or Print Reports
You can set up a recurring schedule to automatically run reports. You can set a schedule for any report, and, optionally, have the report sent by email as a zipped CSV file to yourself and other recipients. You can schedule both standard and saved custom reports. Scheduled reports start running at midnight, based on the time zone setting for your account.
You can also download or print reports, either from the Report Details view or from the history of a previously scheduled report.
Note: If you choose to send the report by email, be aware that many email providers and firewalls reject emails with a .zip attachment.
Limits
The following limits apply to reports:
l You can have up to 20 scheduled reports
l You can set schedule start and end dates for up to 365 days from the current date
l The History for a scheduled report contains the last 10 report instances
l Report instances are retained in the History for up to two years from the run date
l A scheduled report can contain up to 100,000 rows - additional data is truncated
To download or print a report
1. From the Reports page, select a report to view.
2. In the Report Details view, modify the report to display the desired information.
3. To download the report, click .
The report data displayed downloads as a CSV file to your specified downloads folder.
4. To print the report, click .
To schedule or edit a report schedule
1. From the Reports page, select a standard or a saved custom report to view.
2. In the Report Details view, to schedule the report, click . If a report is already sched-uled, the schedule icon is blue, and you can edit the schedule details.
3. In the Schedule Report dialog, set up or edit the schedule details:
a. Set the report frequency (e.g., Weekly on Mondays), and the start and end dates.
Note: Start and end dates refer to the time frame in which to run the scheduled report; they do not impact the date range of the report itself.
b. (Optional) To send the report to recipients by email, select the appropriate option.
To send the report to others , select the option and enter the recipient email addresses, separated by a comma.
c. Enter the email subject in the Message field. Only the first 140 characters are saved.
4. Click DONE to save the scheduled report.
The schedule icon on the Report Details view turns blue, indicating an active schedule. On the Reports list, a Scheduled flag is added to the report title:
5. To edit a scheduled report, locate the report in the Reports list and click EDIT.
6. In the Schedule Report dialog, you can edit the schedule details or cancel the schedule by clicking DEACTIVATE.
To download a scheduled report
1. From the Reports list, locate the scheduled report you wish to download.
2. Click EDIT to open the Schedule Report dialog.
3. In the History section, locate the specific report record you wish to download and click