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How can I get a count of the number of contracts by signer for my organization?

Hello ​@PHatScott,

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.

For your guidance, you may check on this relevant article Using Reports.

The Reports feature allows users and administrators to get insights into their Docusign account. Report data is generated continuously, and reports contain near real-time data from document activity.

When users run reports, they see information from their own account activity only. Account administrators see all account-level activity. Report data has the following limits:

  • Reports displayed in the application can return up to 5,000 rows of data.
  • Reports downloaded as a CSV file can return up to 50,000 rows of data.
  • Emailed reports can return up to 100,000 rows of data.

On the main Reports page, there are two dashboards: one for all users to view their own sent envelope data, and one for users with administration permissions to view all account envelope data. These dashboards provide an overview of envelope activity and environmental savings.

For reporting on specific content, you can use the following types of reports:

Standard reports. There are several standard reports that provide information about envelopes, recipients, account activity.

Document Data reports. This is a new category of data reports that focus on the field-level data in your Docusign eSignature agreements.

Report categories

Docusign offers several reports available to quickly view information about your account. Users see information from their own account activity only. Account administrators see all account-level activity. There are three categories of standard reports and a collection of Document Data Reports:

  • Envelope: Data on envelopes sent from the account. Available to all users.
  • Recipient: Data on recipient activity for envelopes sent from the account. Available to all users.
  • Usage: Data on activity and usage for the entire account. Available to account administrators only.
  • Document Data: Field-level data from documents sent from the account. Available to all users (may vary by report).
Screenshot of the list of standard reports.

By default, all reports run with the following filters:

  • Date Range: Month to Date
  • Envelope Status: Any
  • Sent By: Any

Note: Some advanced features and options are supported only in certain Docusign plans and some require administrator permissions. Your account plan or permissions might not support some options discussed in this help topic. For more information about which options are available for your account, contact your account administrator or Docusign Customer Support. Visit our Contact Support web page for contact options to reach Customer Support.

Custom reports

You can alter the report filters to modify the information returned in the report. Set filters to create custom reports and save them for later use. Learn more...

Schedule reports

Finally, you can schedule reports to run automatically, download report data to a CSV file, and print reports. Learn more...

Docusign eSignature User Guides

This guide is part of a collection of user guides for Docusign eSignature. The following table provides information about some of the other user documentation available.

Title Description
eSignature Basics for Senders Introductory information for new users. Covers how to get started with Docusign eSignature and learn the basics.
Account Preferences and Profile Settings for Docusign eSignature Information on how to manage your account preferences, including contacts list, notification preferences, managing delegated signers, and more.
Docusign eSignature for Senders - Recipients Information on adding recipients to your envelopes. Includes advanced recipient techniques, such as setting a signing order, assigning access permissions, and adding optional recipients.
eSignature for Senders - Agreements Expanded information on preparing documents for signature. Includes details on the different types of recipient and pre-fill fields you can add.
   
Document Generation for eSignature Information on using document generation to automatically generate customized documents.
Docusign eSignature - Templates Information on creating, using, and managing templates.
Docusign eSignature - PowerForms Information on creating, using, and managing PowerForms. PowerForms is a no-code solution for a signer to generate an agreement on demand.
Web Forms Information on creating, using, and managing web forms.
Payments User Guide Information on settting up and using Docusign Payments to collect payments along with signed agreements.
Managing Envelopes for Senders Information on managing your Docusign eSignature envelopes.
Docusign eSignature Reports Information for senders and administrators on how to use reports to get insights into their Docusign account.
Docusign eSignature Signing Process Information for signers on how to sign documents with Docusign eSignature.


If you found the response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Thank you!
 
Best regards,
Ma. Cassandra | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue

 

Reports > Envelope Report > Select Date Range > Edit Filters > Enter their email in the “Recipient email contains” field. > Run Report

Hello ​@PHatScott,

 

I hope you are doing well. 

I want to confirm if you were able to solve your issue by utilizing the suggested solution or if the information provided was useful.

Let me know, and I will gladly help you address the situation as soon as possible.


Best regards,
Ma. Cassandra | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue!

I appreciate the advice. I do not have a Reports tab.

Sorry.  I’m using an upgraded account, and that must be why I have Reports and you don’t.  You’d have to reach out to DocuSign for pricing on that.

Hello ​@PHatScott,


I hope you’re doing well.
By the way, the Reports Tab is not included in free accounts, only in paid plans. 


Best regards,
Ma. Cassandra | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue!

 

Thanks for the clarification. We process numerous third party Docusign files, so it would be useful to track how many we process and who in the organization signs each one.

Hello ​@PHatScott,

That is understandable. May you confirm if you have a paid account or a free account?
 

Best regards,
Ma. Cassandra | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue!

Hello ​@PHatScott 

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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