Reporting

Use Report Actions in DocuSign CLM
You can manage reports in DocuSign CLM using actions such as edit, create a copy, export, and delete. These actions are accessible from the Reporting tab or an op...
DocuSign CLM Transition to Modern Reports
DocuSign CLM is transitioning from Classic Reports to Modern Reports.
Document Report in DocuSign CLM
The document report lets you report on document information. The document report returns a list of documents and associated attributes based on the criteria you s...
How do I see how many envelopes my account has used?
Explains how to run an Account Usage report to see how many envelopes an account has sent.
Obligation Report in DocuSign CLM
The obligations report lets you analyze all of your obligations due in the next 12 months. This report filters and displays obligation details based on the standa...
Renewals Report in DocuSign CLM
The renewals report lets you view details about agreements that will expire in the next 12 months. This report filters and displays agreement details based on the...
User Report in DocuSign CLM
The users report lets you view information about your DocuSign CLM account. This report shows user status, delegated permissions, and group memberships.
DocuSign CLM Workflow Step Report
The workflow steps report lets you analyze and improve individual workflow steps. This report shows how long the step took, who completed the step, and any comments.
Workflow Steps Report in DocuSign CLM
The workflow steps report lets you analyze and improve individual workflow steps. This report shows how long the step took, who completed the step, and any comments.
Workflow Processes Report in DocuSign CLM
The workflow process report lets you speed up your processes by analyzing both primary workflows and individual sub-workflows. You can also identify pending and d...
Workflow Overview Report in DocuSign CLM
The workflow overview report lets you analyze things like workflow completion time and process failures. The report merges data from sub-workflows into your prima...
DocuSign Workflow Summary Report
The workflow summary report lets you see a summary of how well your workflows are performing. You can see a high-level view of workflow activity within a selected...
Workflow Summary Report in DocuSign CLM
The workflow summary report lets you see a summary of how well your workflows are performing. You can see a high-level view of workflow activity within a selected...
Document Activity Report in DocuSign CLM
The document activity report can track actions taken on documents such as attribute changes and document updates. This report displays information such as the spe...
DocuSign CLM Document Reports
The document report lets you report on document information. The document report returns a list of documents and associated attributes based on the criteria you s...
Enable Reporting Access in DocuSign CLM
By default, only DocuSign CLM administrators can view, create, edit, export, and delete reports. Administrators can configure access to a report so that full subs...
Create and Run Reports in DocuSign CLM
DocuSign CLM administrators can create reports and enable them for CLM users.
Reporting in DocuSign CLM
Reporting in DocuSign CLM lets you gather and analyze data from documents, workflows, and user actions.
Enable the Validator for Life Sciences Report
Learn how to enable Validator for Life Sciences reports for Part 11 DocuSign environments. You use these steps to enable both the production and pre-production re...
DocuSign Validator for Life Sciences
The DocuSign Validator for Life Sciences supports careful testing of electronic signature system processes. It provides corresponding documentation to demonstrat...
DocuSign Retrieve Guide (PDF)
DocuSign Retrieve is a windows-based tool that "retrieves" envelopes, documents, and data from DocuSign for use in external systems.
Schedule, Send, or Download Reports - DocuSign eSignature User Guide
You can set up a recurring schedule to automatically run reports. You can have the report sent by email as a zipped CSV file.
DocuSign Signature Appliance - Audit Log Time Format (CreationTime)
The CreationTime value is time_t (Epoch & Unix Timestamp), is defined as the number of seconds since midnight (GMT time) on January 1, 1970. Excel doesn't contai...
DocuSign Signature Appliance Recommended Settings for the Audit log
DocuSign Signature Appliance Recommended Settings for the Audit log
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...
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