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Hi DocuSign Expert,
Anyone could advice how do we count the usage for DocuSign Navigator?
Is that count as envelopes or as number of documents?
Since every envelopes completed will directly moving to docusign navigator as well.
Thank you.
Solved
How to count the usage within DocuSign Navigator?
+2- Conversation Starter
- 5 replies
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:
- Dashboards provide a visual overview or summary for quick insights.
- Reports provide a detailed and structured view of data for review, documentation, and analyses.
Dashboards
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:
- Customize the table data
- View the agreement or obligation in the Agreement preview page
- Download agreements and reports
- Save applied filters and table data to create a custom report
- Subscribe to receive report notifications
Reports
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:
- All Envelope: All reports
- Envelope: Envelope-related reports
- Recipient: Recipient-related reports
- Usage: Activity, verification, usage, template, and web form reports
- Custom: User-created custom reports
- Downloads: Downloaded reports
- Web forms: Document and field-level data reports
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:
- Standard reports that provide information about envelopes recipients, and account activity.
- Document data reports that focus on the field-level data in your eSignature agreements.
Report limitations
Report data has these limits:
- Reports displayed in the application can return up to 5,000 rows of data.
- Reports downloaded as a CSV file can return up to 50,000 rows of data.
- Emailed reports can return up to 100,000 rows of data.
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
- Community Moderator
- 1115 replies
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
+2- Conversation Starter
- 5 replies
Hi Cassandra,
Thank you for your reply.
May I know if the IAM usage reporting that you mentioned is same with e-sign usage reporting?
- Community Moderator
- 1115 replies
- Answer
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:
- Dashboards provide a visual overview or summary for quick insights.
- Reports provide a detailed and structured view of data for review, documentation, and analyses.
Dashboards
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:
- Customize the table data
- View the agreement or obligation in the Agreement preview page
- Download agreements and reports
- Save applied filters and table data to create a custom report
- Subscribe to receive report notifications
Reports
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:
- All Envelope: All reports
- Envelope: Envelope-related reports
- Recipient: Recipient-related reports
- Usage: Activity, verification, usage, template, and web form reports
- Custom: User-created custom reports
- Downloads: Downloaded reports
- Web forms: Document and field-level data reports
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:
- Standard reports that provide information about envelopes recipients, and account activity.
- Document data reports that focus on the field-level data in your eSignature agreements.
Report limitations
Report data has these limits:
- Reports displayed in the application can return up to 5,000 rows of data.
- Reports downloaded as a CSV file can return up to 50,000 rows of data.
- Emailed reports can return up to 100,000 rows of data.
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
- Community Moderator
- 1115 replies
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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