Bulk Send Reporting

Hello ​@Julie Bryan 
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. 

Currently, DocuSign does not offer a direct method to download an Excel or CSV report for a specific Bulk Send batch. While you can filter the envelopes in the Bulk Send folder, there is no option in the system to export a report tied to an individual batch number.
The reporting section also no longer includes the “Bulk Send Subject” column, which you may have seen in older documentation; therefore, it is not available in your options.

What you can do today
You can still run reports such as Envelope Status or Recipient Status, and filter by the date or the subject line used for that specific bulk send. This is the closest available method to isolate the activity for a specific batch.

For future batches
We recommend using a unique subject line for every bulk send. This makes it much easier to filter the results in the reports.

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Sincerely,

Ma. Cassandra | Docusign Community Moderator
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Hello ​@Julie Bryan 

How are you? I'm just checking in to see if you still need help. If yes, please reply here with more context, or confirm if the issue has been resolved. 

If you run into any problems, we're happy to help with those here. Wishing you a smooth rest of your day!

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

Sincerely,

Ma. Cassandra | Docusign Community Moderator

If this helped, feel free to Like👍and click "Best Answer"

HI Ma,

Thanks for your reply, I don’t need further assistance, what I’m looking to do isn’t available in one clean report. We will work around the limitations and piece together what we need.

Thanks for your response!

Julie

Hello ​@Julie Bryan 
Thanks for the update! I completely understand. At the moment, the specific reporting you’re looking for isn’t available in a single, consolidated report. Your plan to work around the limitations and piece together the needed data is the best approach for now. Thank you again, and please don't hesitate to reach out here in the Community at any time.

Sincerely,

Ma. Cassandra | Docusign Community Moderator

If this helped, feel free to Like👍and click "Best Answer"