Create Reports of Envelopes where I am in copy

Hello ​@Iselle 

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!

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🤝Let’s LinkedIn and roll: Pawan Gangwani - EY | LinkedIn

Hello @Pawan Gangwani,

Thank you for your reply. Yes, that's exactly it. 

​@Iselle  One way, To generate that report for yourself as a “Receive a Copy” recipient, you can use the “Envelope Recipient Report.” Once you open the report, click “Edit Columns” and add “Recipient Type.” Then run the report and you will get the result. you'll be able to filter the results based on your needs.

Thanks!

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🤝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!

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💹 Ranked #3 in the Reply Royalty category in DocuSign Community Wrapped 2024
🤝Let’s LinkedIn and roll: Pawan Gangwani - EY | LinkedIn

Hello ​@Iselle 

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 ​@Iselle 
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 ​@Iselle 

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.