Pulling reports from DocuSign

Question

Is there a way I can pull a report from DocuSign showing:

Who the contract currently is with to sign
The date it was uploaded into DS
The date it was sent to the signatory where it is currently stuck

Many thanks

Vinicius.Rodrigues · Accepted Answer

Hi@fenok01!I think the best report for this scenario is theEnvelope Recipient Report, since you have all recipient details for each envelope (including status, name, email, routing order), theCreated Date and theTime Envelope Sent (The date and time the envelope was sent to that recipient). Please check more details about this report:Envelope Recipient ReportThis specific report is organized by envelope, so it meanseach recipient of each envelope will appear in a different line. You may want to organize by envelopeID, this will make it easier to manage.

Christopher.Alpizar · Answer

Hi @fenok01,I hope you are doing well.I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested or if the information that was provided was useful.If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.Best regards,Christopher |DocuSign Community Moderator"Select as Best"below if you find the answer a valid solution to your issue.

Sign up

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.

Docusign Community

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.