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How to include custom fields in a report

  • July 23, 2025
  • 8 replies
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Hello, I have a document that serves as a claim reimbursement form to reimburse users of their business related expenditures. When the claimant, s/he provide the name and account number. I have been asked to create a report that provides the status of the envelope, plus the claimant name and account number. Started off using the Envelope Report that is already provided, edited the columns that I want displayed, but have not been able to find a way to include the custom fields that are required.

Is that something that can’t be done?

Any orientation is appreciated! Salvador

 

 

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Best answer by Vinicius.Rodrigues

Hi ​@sgarciav !

For regular reports currently, there is no option for pull-up reports using a document custom field, however, we are implementing the Docusign Document Data Reports, this is a new collection of reports designed to empower users with the ability to delve deep into the data captured during the signing process. These reports offer a comprehensive overview of field-level data, allowing you to gain valuable insights into how recipients interact with your documents.

Our first Document Data report is the Web Forms Data Report. We will introduce additional reports in future releases.

 

If you have Docusign Retrieve, you’ll be able to download those Document Custom Fields. You can view the guide at Docusign Retrieve 4.3 in the Create Exports section.

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some of the options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

 

Please, let me know if I was able to help you with this question. If so, could you please click on the "Select as Best" option? Thank you!

8 replies

Vinicius.Rodrigues
Docusign Employee
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Hi ​@sgarciav !

For regular reports currently, there is no option for pull-up reports using a document custom field, however, we are implementing the Docusign Document Data Reports, this is a new collection of reports designed to empower users with the ability to delve deep into the data captured during the signing process. These reports offer a comprehensive overview of field-level data, allowing you to gain valuable insights into how recipients interact with your documents.

Our first Document Data report is the Web Forms Data Report. We will introduce additional reports in future releases.

 

If you have Docusign Retrieve, you’ll be able to download those Document Custom Fields. You can view the guide at Docusign Retrieve 4.3 in the Create Exports section.

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some of the options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

 

Please, let me know if I was able to help you with this question. If so, could you please click on the "Select as Best" option? Thank you!

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.
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  • sgarciavTroubleshooter
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  • July 24, 2025

Thanks! The DocuSign Document Data Reports looks interesting. We have the Business Pro plan. Would we be able to make use of this feature with this plan? Regards, Salvador

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  • sgarciavTroubleshooter
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  • July 29, 2025

Since a document custom field can’t be included in the report, how about one of the signer’s names that comes from the PowerForm? Thanks! Salvador

Vinicius.Rodrigues
Docusign Employee
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Thanks! The DocuSign Document Data Reports looks interesting. We have the Business Pro plan. Would we be able to make use of this feature with this plan? Regards, Salvador

Hi ​@sgarciav !

Document Custom Fields are usually included on Business Pro Corp Plan. I would suggest you to reach out to your Admin or Customer Support to double-check.

About including the Signer Name that comes from PowerForm, you can include the Envelope Subject Name on some reports, using the Merge Fields in your templates. Check this article for more information about it: Use Merge Fields in the Template Email Subject to Customize Envelopes

 

Please, let me know if I was able to help you with this question. If so, could you please click on the "Select as Best" option? Thank you!

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.
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  • sgarciavTroubleshooter
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  • July 30, 2025

Thank you! I will look into the Merge fields and mention these to the client user . Salvador

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Hi ​@sgarciav,

How are you? We’d like to know if the response effectively addressed your questions. If yes, can you please mark it as "Best Answer ✅"? This helps other community members find trusted answers. 

Let us know if you still need further assistance. We're here for you! 😊

 

Regards,

Melanie | Docusign Community Moderator
If this helped, feel free to click "Best Answer"

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  • sgarciavTroubleshooter
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  • August 26, 2025

Hello Melanie. As the reply did not solve my requirement, I could not mark it as Best answer.

The best answer that I see above in indicating that what I am looking for can not be done. Thank you for the follow up.

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M
Community Moderator
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Hi ​@sgarciav, thank you for getting back to me. We understand the potential benefits of the feature and would like to encourage you to share more about how it would enhance your experience with our product. We encourage you to submit a request on our Ideas page 👉: Submit a feature request where we collect feedback and suggestions to guide future product improvements. Here if you need us!

 

Regards,

Melanie | Docusign Community Moderator

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