Reports & Statistics > DocuSign Report
The DocuSign Report allows management to track the amount of documents that have been sent to DocuSign for client signature, by whom the the docs were sent, and the status of those documents (if they have been signed or not). Available filters include Sent Date and Signed Date.
Using the DocuSign Report
1. Configure the filters, then click Filter. This will determine what data is displayed.
2. Beneath the filters will display a full list of all DocuSign requests sent. To export the data into a spreadsheet, click Export To CSV.
