Hello,
I would like to create Reports of all the completed Envelopes where I am in copy, not just the ones I sent. Is it possible?
Many thanks in advance.
Hello,
I would like to create Reports of all the completed Envelopes where I am in copy, not just the ones I sent. Is it possible?
Many thanks in advance.
Hello
Welcome to the DocuSign Community!
when you say, "I am in copy," do you mean that you are set to receive a copy of the envelope?
Once confirmed, I can better guide you on how to generate the appropriate report.
Thanks! DocuSign Community Leaderboard Top 5 contributor
Ranked #3 in the Reply Royalty category in DocuSign Community Wrapped 2024
Let’s LinkedIn and roll: Pawan Gangwani - EY | LinkedIn
Hello @Pawan Gangwani,
Thank you for your reply. Yes, that's exactly it.
You can only generate reports for envelopes sent from your Docusign account, whether you sent them yourself or another user in your account did. You cannot report on envelopes you received from other Docusign accounts, such as those sent by other companies.
Hello @Pawan Gangwani,
Thank you for your reply. Yes, that's exactly it.
Thanks! DocuSign Community Leaderboard Top 5 contributor
Ranked #3 in the Reply Royalty category in DocuSign Community Wrapped 2024
Let’s LinkedIn and roll: Pawan Gangwani - EY | LinkedIn
Hello, thanks for your reply. Unfortunately even we this solution, the only documents I can see in the report are the ones I sent.
Okay but I run the same report, and I am getting this result.
Thanks! DocuSign Community Leaderboard Top 5 contributor
Ranked #3 in the Reply Royalty category in DocuSign Community Wrapped 2024
Let’s LinkedIn and roll: Pawan Gangwani - EY | LinkedIn
Hello
How are you? I'm checking in to see if you still need assistance. If yes, kindly 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!
Ma. Cassandra | Docusign Community Moderator
Mark as “Best Answer” if this helped clarify things.
Hello, thanks for coming back to me.
Unfortunately I haven't found any solutions to my problem. I've tried to do as Pawan Gangwani explained in his message above, but only the reports sent by me appear. Meaning, in the “Sender Name” column, I am the only one to appear. I haven't been able to run any reports with envelopes sent by other people and copied to me.
Hello
You can only see envelopes sent by you in the reports if your administrator has configured your account to allow you to view reports for the documents you send.
So, I would highly recommend that you contact your administrator. Your administrator has the ability to manage permissions and reporting access for users within an account.
Ma. Cassandra | Docusign Community Moderator
Mark as “Best Answer” if this helped clarify things.
Hello
How are you? I'm checking in to see if you still need assistance. If yes, kindly 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!
Ma. Cassandra | Docusign Community Moderator
Mark as “Best Answer” if this helped clarify things.
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