How do I export a list of recipients?

Issue

I am an account administrator and I would like to export a complete list of recipients on my account to a .CSV.

Solution

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.
  • Account administrators see all account-level activity.
  • Reports run in the application can return up to 5000 rows of data.
Use the Recipient Activity Report - with a Date Range set to All Dates. The standard Recipient Activity Report will return Name, Email, Documents Received, Documents Requiring Signature, Documents Not Signed, Completion Rate, Completion Time.

This report can be downloaded, as a CSV, by clicking on this icon:
 User-added image

Related