Reporting

DocuSign CLM Transition to Modern Reports
DocuSign CLM is transitioning from Classic Reports to Modern Reports.
How do I set up and troubleshoot an automated Retrieve Task
Step-by-step instructions on creating, troubleshooting and scheduling Retrieve tasks.
Integrate a SIEM system with Monitor
DocuSign Monitor lets you directly deliver security notifications to your SIEM, enabling you to continue to use familiar tools.
DocuSign Monitor Events and Alerts
Monitor tracks your deployment's events and provides alerts about these events.
Protect your DocuSign eSignature deployment with DocuSign Monitor
DocuSign Monitor lets you actively track these types of incidents. DocuSign Monitor provides alerts from potential malicious activities around your DocuSign agree...
Use the DocuSign Monitor Dashboard
Access DocuSign Monitor through the DocuSign Admin console.
Corrective actions for DocuSign Monitor alerts
When you receive Monitor alerts, you can perform corrective actions. For example, you’re seeing too many log in failures for a user, too many bulk actions for use...
Workflow Summary Report - DocuSign CLM
The Workflow Summary report allows DocuSign CLM users to get a high-level view of the workflow activity during a time window.
DocuSign CLM.CM - Workflow Summary Report
The Workflow Summary report allows CLM.CM users to get a high-level view of the workflow activity during a time window.
DocuSign CLM Users Report
DocuSign CLM.CM has a default Users report that is present in all DocuSign CLM.CM accounts. This is a legacy report and is not available for DocuSign CLM users. S...
View and Modify Reports - DocuSign eSignature User Guide
For any report, you can modify the date range, filters, and columns displayed to deliver the information you want.
Using Reports - DocuSign eSignature User Guide
The Reports feature allows users and administrators to run, customize, schedule, and download and print reports for their account.
DocuSign Signature Appliance Recommended Settings for the Audit log
DocuSign Signature Appliance Recommended Settings for the Audit log
DocuSign CLM Workflow Processes Report
The Workflow Processes Report allows users to analyze both primary workflows and individual sub-workflows. You can also identify areas of concern like pending and...
DocuSign CLM Schedules
A Schedule defines either a specific date and time, or a recurring day and time definition that is stored for use by other DocuSign CLM features such as rules or ...
DocuSign CLM Reporting
DocuSign CLM reports offer various capabilities to compile and analyze data from your account activity.
Workflow Step Report
The Step report lets you choose workflows and drill into specific human steps to analyze how long individual steps take, allowing you to locate bottlenecks in the...
Workflow Detail Report
The Workflow Detail report allows users to see all the individual workflows that were active during a specific range.
Protect your DocuSign eSignature deployment with DocuSign Monitor
Learn about DocuSign Monitor to receive security notifications delivered directly to your existing SIEM. Use the DocuSign Monitor API to retrieve all eSignature...
List of Standard Reports
There are 12 standard reports in DocuSign eSignature. This topic provides a list of these reports with links to topics that provide details for each.
More