Reporting

How do I set up and troubleshoot an automated Retrieve Task
Step-by-step instructions on creating, troubleshooting and scheduling Retrieve tasks.
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.
How do I determine if a recipient used the Print and Sign feature?
There is an optional column in the Document Recipient Report called Signed on Paper.
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.
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...
Schedule, Download, or Print 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 Retrieve Guide
DocuSign Retrieve is a windows-based tool that "retrieves" envelopes, documents, and data from DocuSign for use in external systems.
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...
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