+2Hi DocuSign Expert,
Anyone could advice how do we count the usage for DocuSign Agreement Manager - (formerly Navigator)?
Is that count as envelopes or as number of documents?
Since every envelopes completed will directly moving to docusign Agreement Manager - (formerly Navigator) as well.
Thank you.
Best answer by Ma.Cubio
Hello
For your reference, here’s the article for IAM Dashboards and Reports.
The Reports feature helps administrators and users to gain valuable insights into their Docusign account. Data is generated continuously, so this feature contains near real-time data from document and envelope activity.
Select Reports from the global header to access this feature. The Reports page opens.
The Reports feature provides two ways to view your document and envelope data:
The available Dashboards are displayed in the navigation pane on the left-side of the page. These dashboards provide a visual summary of the document and envelope activity for your account.
Use these dashboards to view the document and envelope activity for your account:
| Dashboard | Description |
|---|---|
| My dashboard | This dashboard provides an overview of your envelope activity and environmental savings for your organization's account.
|
| Administrator dashboard | This dashboard provides a look at key metrics on sent envelope activity across all the users in the account and offers performance analytics.
|
| Agreements | This dashboard gives users a visual summary of all executed and completed agreements in the account and contains top-level insights and other agreement-related charts.
See the Agreements Dashboard support topic to learn more about this dashboard. |
| Obligations | This dashboard provides a visual overview of the obligations for the agreements in the account.
See the Obligations Dashboard support topic to learn more about this dashboard. |
| Renewals | This dashboard displays renewal data based on the attribute (field) values surfaced in the agreements in your account.
See the Renewals Dashboard support topic to learn more about this dashboard. |
Any of the charts and high-level dashboard insights can be displayed in the report view. From this view, you can:
When users run reports, they see information from their own account activity. Account administrators see all account-level activity. The available reports are grouped under tabs on the Reports view.
Reports are grouped under these categories:
Tip: The Reports view is searchable by name and description. Enter search criteria in the Find Reports field to locate the relevant report.
The table updates as you enter search criteria.
For reporting on specific content, use these types of reports:
Report data has these limits:
See the Using Reports topic to learn more about eSignature reports for senders and administrators.
Best regards,
Ma. Cassandra | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue
Hello
Thank you for reaching out, and welcome to the Docusign Community! We appreciate your question and assure you that we are fully committed to providing you with the best service possible.
I understand you would like to know how you can count the usage of the navigator but since our Team is still working on some features of the navigator, as of the moment, we highly recommend that you may utilize the IAM usage reporting. This will include visibility to your allowance and the actual number of agreements counted against it.
If you found the 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. Thank you!
Best regards,
Ma. Cassandra | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue
+2Hi Cassandra,
Thank you for your reply.
May I know if the IAM usage reporting that you mentioned is same with e-sign usage reporting?
Hello
For your reference, here’s the article for IAM Dashboards and Reports.
The Reports feature helps administrators and users to gain valuable insights into their Docusign account. Data is generated continuously, so this feature contains near real-time data from document and envelope activity.
Select Reports from the global header to access this feature. The Reports page opens.
The Reports feature provides two ways to view your document and envelope data:
The available Dashboards are displayed in the navigation pane on the left-side of the page. These dashboards provide a visual summary of the document and envelope activity for your account.
Use these dashboards to view the document and envelope activity for your account:
| Dashboard | Description |
|---|---|
| My dashboard | This dashboard provides an overview of your envelope activity and environmental savings for your organization's account.
|
| Administrator dashboard | This dashboard provides a look at key metrics on sent envelope activity across all the users in the account and offers performance analytics.
|
| Agreements | This dashboard gives users a visual summary of all executed and completed agreements in the account and contains top-level insights and other agreement-related charts.
See the Agreements Dashboard support topic to learn more about this dashboard. |
| Obligations | This dashboard provides a visual overview of the obligations for the agreements in the account.
See the Obligations Dashboard support topic to learn more about this dashboard. |
| Renewals | This dashboard displays renewal data based on the attribute (field) values surfaced in the agreements in your account.
See the Renewals Dashboard support topic to learn more about this dashboard. |
Any of the charts and high-level dashboard insights can be displayed in the report view. From this view, you can:
When users run reports, they see information from their own account activity. Account administrators see all account-level activity. The available reports are grouped under tabs on the Reports view.
Reports are grouped under these categories:
Tip: The Reports view is searchable by name and description. Enter search criteria in the Find Reports field to locate the relevant report.
The table updates as you enter search criteria.
For reporting on specific content, use these types of reports:
Report data has these limits:
See the Using Reports topic to learn more about eSignature reports for senders and administrators.
Best regards,
Ma. Cassandra | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue
Hello
If my response helped solve your question, could you click the “Best Answer ✅” button below the post? That helps others in the Community find trusted answers faster.
Thanks for being part of the Docusign Community!
— Ma. Cassandra | Docusign Community Moderator
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