Webform Data via scheduled report

Hi ​@kkstephens 

Thanks for posting your question — we're glad you're here, and happy to share knowledge with you.

We recommend two approaches: 

• First option is to utilize "Custom" filter and enter "yesterday's" date in the From and To fields:

• Next option is to set up Agreement Actions to have the data added to a CSV in real time, then each day you could just wipe out the spreadsheet after you have retrieved the relevant data 👉 Create and Manage Agreement Rules. However, please note, that to configure an Agreement Action for envelopes generated via Web Forms, you cannot use Template as a rule condition.  (This is because Web Forms manages its own "protected" esign template copies that are not available outside of Web Forms).  Instead, you should use an alternative rule condition, such as:

1. The Sender associated with the web form
2. An Envelope Custom Field configured on the esign template associated with the web form
3. A Document Custom Field, which you could add as a read-only field on the esign template with a default value to filter on. If using a Document Custom Field that is assigned to the primary recipient/form-filler, you should remove it from the web form configuration altogether, so that its value can’t be overridden during form-filling

💡While there was an internal enhancement request for Schedule Webform Data report when I checked, you can still submit this as an Idea in our Ideas portal 👉 Submit a feature request to garner votes and track its status. This is where we collect feedback and suggestions to guide future product improvements.

I hope you find this helpful. If yes, we would greatly appreciate it if you could give it a like and mark it as "Best Answer" ✅, to help other community members find trusted answers and follow similar steps.😊

Let us know if you have questions— we're here for you!

Sincerely,

Melanie | Docusign Community Moderator
If this helped clarify things, feel free to Like👍and click "Best Answer"

Hi ​@kkstephens,

How are you? We’d like to know if the response effectively addressed your questions. If yes, feel free to give it a Like👍and 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! 😊

Sincerely,

Melanie | Docusign Community Moderator
If this helped clarify things, feel free to Like👍and click "Best Answer"