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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.

Hello ​@Fendri 
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

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?

 

Hello ​@Fendri 

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.

A screenshot of the Reports page that highlights the two main components of this feature, Dashboards and Reports.

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.

A snippet of the Reports page that highlights the available dashboards in the pane on the left-side of the page.

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.

  • All users can use the My dashboard view to see activity data on their own envelopes.
  • See the My Dashboard support topic to learn more about this dashboard.
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.

  • Top-level insights, such as All active agreements Expiring agreements, and Renewing agreements.
  • Apply filters to sort the dashboard by Agreement Type, Time Period, and Parties.
  • Access the report view and agreements list for any of the top-level insights and 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.

  • Obligations surfaced with AI and manually created obligations are included in the dashboard.
  • Payment, renewal, and termination obligations are surfaced with AI.
  • Filter the dashboard by Due Date, Obligation Type, Parties, and Obligation Owner.
  • Report views and obligation lists are available for any of the dashboard charts.

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.

  • Filterable charts and an agreement list table that displays the agreements that match applied filters.
  • Users can sign up for biweekly renewal notice email notifications from the dashboard.
  • Report view and agreement lists are available for the renewal charts.

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.

A snippet of the Reports page that highlights various categories of reports, including custom reports and downloads.

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.
A snippet of the Reports view that highlights the Find Reports field and shows search results in the table.

The table updates as you enter search criteria.

For reporting on specific content, use these types of reports:

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

Hello ​@Fendri 

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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