1. Help Center

eSign Connect allows users to generate reports on the envelopes that are created from the DocuSign Envelopes component using lookup relationships in Salesforce. These reports can be generated using both default and custom objects.

Default Lookups

On installation of eSign Connect it's custom object Envelopes generates lookup relationships with the Account and Opportunity objects.

to view these reports please do the following:

1. Go to Sales
2. Select either the object Account or Opportunity
3. Select a record in the account object
4. Generate envelopes from the DocuSign envelopes component
5. Go to reports
6. Select New Report
7. In the modal search for Envelopes, you will see both Envelopes with Account and Envelopes with Opportunity
8. Select the report type where you generated your envelopes and click on Start Report
9. Once the report edit page loads you will see the table containing the columns Envelope: Envelope Name and Account: Account Name
10. On this page you can edit what columns, groups and filters you can apply to your report. The following is a list of data related to the envelopes you can use for your columns, groups and filters:
    1. Envelope: ID
    2. Documents
    3. Download Error
    4. Envelope ID
    5. Recently Saved To
    6. Save Location
    7. Sent Date
    8. Status
    9. Subject
    10. URL
    11. Envelope: Owner Name
    12. Envelope: Owner Alias
    13. Envelope: Owner Role
    14. Envelope: Created By
    15. Envelope: Created Alias
    16. Envelope: Created Date
    17. Envelope: Last Modified By
    18. Envelope: Last Modified Alias
    19. Envelope: Last Modified Date
11. Once you modified your report to your liking you can run the report

Custom Lookups

If users would like to create reports for other objects then you will need to create a lookup relationship for that object in the envelopes object, which can be done doing the following.

1. Go to Setup
2. Select Object Manager
3. Search for and select the Envelope object 
4. Select Fields & Relationships and then click New
5. Select Lookup Relationship and then Next
6. Complete the rest of the New Custom Field process. Once completed you can confirm that you can create reports for envelopes in those objects.
7. Go to reports
8. Select New Report
9. In the modal search for Envelopes, you will see your new envelope option
10. Select the report type for your new lookup and click on Start Report
11. Once the report edit page loads you will see the table containing the columns Envelope: Envelope Name and Account: Account Name