Reporting
Retrieve – Managing downloaded files
This article discusses how Retrieve saves envelopes it downloads, and how to manage those envelopes.
How to Find Logs for Retrieve
How to find Retrieve logs and caveats associated with logging.
DocuSign Retrieve Guide
DocuSign Retrieve is a windows-based tool that "retrieves" envelopes, documents, and data from DocuSign for use in external systems.
How do I set up and troubleshoot an automated Retrieve Task
Step-by-step instructions on creating and troubleshooting Retrieve tasks.
View and Modify Reports - New DocuSign Experience
For any report, you can modify the date range, filters, and columns displayed to deliver the information you want.
Using Reports - New DocuSign Experience
The Reports feature allows users and administrators to run, customize, schedule, and download and print reports for their account.
Schedule, Download, or Print Reports - New DocuSign Experience
You can set up a recurring schedule to automatically run reports. You can have the report sent by email as a zipped CSV file.
Reports - Overview - Classic DocuSign Experience
This topic provides an overview of the Reports tab and a description of the information provided in the reports.
Reports - Viewing Reports - Classic DocuSign Experience
This topic explains how to view the information in a report.
Reports - Running Reports - Classic DocuSign Experience
This topic describes how to run a reports with the default settings.
Reports - Scheduling Reports - Classic DocuSign Experience
This topic describes how to schedule a report for automatic delivery.
Reports - Customizing Reports - Classic DocuSign Experience
This topic describes how to customize a report for one-time use or to save.
Dashboards Overview - Classic DocuSign Experience
This topic provides an overview of the Dashboards tab.