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Boost Your Business with On-Demand Customer Usage Reports

  • January 22, 2025
  • 3 replies
  • 233 views
Reuben.Ng
Docusign Employee
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We’re thrilled to introduce a powerful new update designed to streamline your access to customer usage insights. Starting January 22, 2025, Customer Usage Reports will be readily available directly from the Docusign Partner Portal.

 

What’s New?

  • Self-Service Access: View and download customer usage data in a CSV format right from the Docusign Partner Portal.
  • Daily Updates: Reports are updated daily, ensuring you always have the latest insights.
  • Subscriptions: Opt in to receive weekly or monthly reports tailored to your needs.

Available Data Points Include:

  1. eSign Site ID
  2. Account Name
  3. Billing Country & Region
  4. Docusign Account Type
  5. Account & Billing Status
  6. Opportunity Details (Name, Stage, Type, and Order End Date)
  7. Usage Metrics (Projected Usage Score, Consumption Within Contract Term and Overall)
  8. Envelope Allowance & Sent Stats
  9. Customer Success Manager

Who has Access?

  • Only Docusign Portal Admin from Reseller Partners can access the Usage Report Feature

How to Access?

  • Log in to the Docusign Partner Portal and select "Access your reports." You can also find the reports under the Tools & Resources tab.
  • This will take you to the dedicated page where you can view and download your reports.

Discover this feature and empower your decision-making like never before!

 

For any questions or support, open a partner support case, and our team will get back to you with the help you need. If you have trouble logging into the Docusign Partner Portal, reach out to us using the Partner Program Support Form, and we'll be happy to assist you.

Bianca.Chaves
Jerry.Withers
S

3 replies

Hengfeng Ge
Hero
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  • Hengfeng GeHero
  • Hero
  • January 24, 2025

This is the highly anticipated and incredibly practical feature we've been waiting for! In the past, we even tried to coordinate with our channel director to send us these reports regularly.

Understanding our customers' usage data is crucial for us. For customers with low usage, we can quickly investigate the reasons and encourage them to start using the solution. For those with rapidly increasing usage, we can proactively prepare for renewals and ensure everything is in place ahead of time.

Yesterday, I checked my Partner Portal but couldn’t find this menu yet. I also tried submitting a Partner Support case, but I haven’t received a response so far.

I’m really looking forward to using this feature soon—thank you for introducing it!

 

FreeLink/甫连信息

🌍 Docusign Partner | Partner Profile

🏆 Docusign 2024 APAC Reseller Growth Partner of the Year

🌟 The only Docusign Partner globally certified as both a Certified eSignature Administrator and eSignature Technical Consultant.

📊 Docusign Community Leaderboard Top 5 contributor.

🚀 Expertise in Docusign integrations with on-premises systems for leading enterprises across various industries.

 

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.
Reuben.Ng
Docusign Employee
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  • Reuben.NgDocusign Employee
  • Author
  • Docusign Employee
  • January 29, 2025

Hi ​@Hengfeng Ge,

It’s possible that the profile assigned to you in the Partner Portal does not currently have access to the Customer Usage report. I’ve reached out to our support team to review your permissions, and they will provide an update as soon as possible. Please let us know if you need any further assistance in the meantime.

Hengfeng Ge
Hero
Forum|alt.badge.img+18
  • Hengfeng GeHero
  • Hero
  • February 14, 2025

​@Reuben.Ng Thank you for following up. I opened a Partner Case, and they were able to resolve the document issue. However, I still have a few questions that support hasn’t yet addressed. For instance, I would like to understand the meaning of each column in the Customer Usage report. Additionally, I noticed that some columns, such as the envelope count, are displaying zero, which is a bit unclear.

Furthermore, it would be very helpful if a column could be added to indicate the subscription plan type (e.g., Standard, etc.).

I appreciate your continued efforts to improve these features and look forward to further updates. Thank you!

 

FreeLink/甫连信息

🌍 Docusign Partner | Partner Profile

🏆 Docusign 2024 APAC Reseller Growth Partner of the Year

🌟 The only Docusign Partner globally certified as both a Certified eSignature Administrator and eSignature Technical Consultant.

📊 Docusign Community Leaderboard Top 5 contributor.

🚀 Expertise in Docusign integrations with on-premises systems for leading enterprises across various industries.

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.
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