DocuSign CLM Reporting
DocuSign CLM reports offer various capabilities to compile and analyze data from your account activity.
Workflow Summary Report (Beta)
The Workflow Summary report allows users to get a high-level view of the workflow activity during a time window.
Workflow Step Report (Beta)
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 (Beta)
The Workflow Detail report allows users to see all the individual workflows that were active during a specific range.
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 ...
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.
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.
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.
Data Feeds - DocuSign Org Admin
Once configured by your development team, your organization can retrieve data from all of your accounts. This data can be stored in your data warehouse and used ...
How do I set up and troubleshoot an automated Retrieve Task
Step-by-step instructions on creating, troubleshooting and scheduling Retrieve tasks.
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...
How to Find Logs for Retrieve
How to find Retrieve logs and caveats associated with logging.