Docupilot
HomeLoginSignup
  • Docupilot Help Documentation
  • Getting Started
  • Building Templates
    • Tokens (Merge Field)
    • Document Builder
    • AI-Powered Template Builder
    • Word Document (DOCX) & PowerPoint (PPTX)
    • Excel (XLSX)
    • Fillable PDF
    • Template Preferences
    • Formatting Your Data
    • Numerical Calculations
    • Advanced usage
  • Test your document template
  • Deliveries
    • Email
    • Webhook
    • Dropbox
    • Google Drive
    • One Drive
    • DropboxSign (formerly Hellosign)
    • DocuSign
    • SignNow
    • Xodo sign (formerly Eversign)
    • Signable
    • Yousign
    • Amazon S3
    • SFTP
  • Create document
    • Data Capture Form
    • API & Webhook Integration
    • Bulk Create
    • Integrate with Zapier
    • Integrate with Make
    • Integrate with Zoho Flow
    • Integrate with Integrately
  • Integrations
    • Google Forms
    • Google Sheets
    • Airtable Extension
    • Docupilot Add in for Microsoft Word
  • Collaborating with multiple users
    • Invite users
    • Manage & delete users
  • Reports
  • Settings
    • Workspace
    • API Settings
    • Manage Subscription
    • Linked Accounts
  • Folders & Templates management
    • Manage Folders
    • Manage Templates
    • Share Templates & Folders
  • Profile & Account Security
  • Frequently Asked Questions (FAQs)
  • Developers
    • API Overview
    • Templates API
    • Folders API
  • Updates
    • Scheduled Downtime Notification
Powered by GitBook
On this page
  • Filters
  • Accessing the Generated document and Data used to generate the document

Was this helpful?

Reports

PreviousManage & delete usersNextSettings

Last updated 11 months ago

Was this helpful?

You will be able to access the Reports section of your account from the Dashboard by clicking on Reports present on the left side menu.

Filters

Choose between different filters available:

  1. Select a template to see usage for that template

  2. Select status to see how many deliveries are in that state

  3. To see history from a custom range, select the date range from "Period" popup

Accessing the Generated document and Data used to generate the document

The data passed to the template and the generated document can be viewed and downloaded from each entry in the reports list. This will be helpful in understanding better if there are any issues with the generated document.

Click on the download icon on the right side to download the generated document. Click on the eye icon to view the merge data that is used to generate the document.

Accessing Reports section
Using Filters to access templates
View merge data and download generated document from reports section