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Outstanding Envelope Report

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Is there a report out there that shows all the open/outstanding envelopes for specific users?

Alexandre.AugustoAnswer

Docusign Employee

Hello, @Robin.Danahy

Welcome to the Docusign Community!

Yes, there is.

Use the Envelope report. Edit the Filter option selecting Status = Sent and type the name of the recipient in the Recipient Name Contains field (filter option), select the date range then Run the report. You can add more columns to your reports if you want more details.

Best,

Alexandre

Your feedback is very appreciated! You can give a Like and mark this answer as the "Best Answer" for your issue. DocuSign University http://dsucustomers.docusign.com

Alexandre.Augusto

Answer

Docusign Employee

Hello, @Robin.Danahy

Welcome to the Docusign Community!

Yes, there is.

Use the Envelope report. Edit the Filter option selecting Status = Sent and type the name of the recipient in the Recipient Name Contains field (filter option), select the date range then Run the report. You can add more columns to your reports if you want more details.

Best,

Alexandre

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Your feedback is very appreciated! You can give a Like and mark this answer as the "Best Answer" for your issue. DocuSign University http://dsucustomers.docusign.com

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nathaly.monge

Docusign Employee

Hello @Robin.Danahy ,

If you found the provided response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

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You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.