In order to pull data from a particular Web Form, you must first be signed into the account that created the Web Form.  



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Once logged in, there are 2 ways you can pull the data.


1. 


2.  you can pull the Web Forms Data Report.  The instructions below were last updated by DocuSign on June 5, 2024


The Web Forms data report is one of the Document Data reports available in Docusign. This report offers field-level data reporting to help unlock the value of your web forms data. For example, you can see how many web form responses were received in a given time period. You can apply filters to organize data by date range, status, and various other data points as configured in the web form. You can also summarize the field results to create impactful visualizations that illustrate insights, identify trends, and help you make data-driven decisions. Users can run reports for the web forms they own.

For example, a real estate agency uses a web form to collect loan applications. Analysts use the Web Forms data report to gather information on completed applications. Report options let them see how many applications they've had in the last year and uncover trends in the data. The insight gained from the report helps the agency's Marketing team focus their promotional efforts and ad spending where it's needed most. 

  1. From the Reports page, in the left navigation panel, expand the Document Data section and select Web forms.
  2. In the Web forms data report, use the dropdown to select a web form to analyze. The list contains the active web forms you own.
    Screenshot of the top controls of the Web forms data report highlighting the control for selecting a web form.
  3. Select a date range at the Date Range field.
    The date ranges are:
    • Last 30 days. The previous 30 calendar days
    • This Month. The first day of the current month up to 24 hours ago. (Default date range)
    • Last Month. The first to last day of the previous calendar month.
    • Last 90 days. The previous 90 calendar days
    • Last 3 Months. The first to last day of the previous three calendar months.
    • Last 6 Months.The first to last day of the previous six calendar months
    • This Year. January 1st to 24 hours ago of the current year.
    • Last Year. January 1-December 31 of the previous calendar year.
    • Last 12 Months. The first to last day of the previous 12 calendar months
    • Custom. Select a custom date range from April 1, 2023 up to 24 hours ago.
  4. Select Run report.

    The report displays all the fields of the web form as columns, along with the following columns:

    • Created On. The date the web form response was created. A 'response' is when users have filled in the form and clicked to create an envelope. At that point, they may submit and finish the envelope and the status is Completed. Or they can abandon the envelope and status will be Sent.
    • Envelope ID. The envelope ID.
    • Status. The status of the envelope. The values are Sent and Completed.
    • Completed On. The date when the web form response envelope was signed and completed.
  5. By default, all columns of the report display. To remove a column or rearrange columns, select Edit Columns. Make your changes in the Edit Columns window, and select Done.
  6. Apply filters to edit report data by creating conditions for specific web form fields.
    Screenshot of the Edit Filters window.
    1. Select Edit Filters > Add a condition and select the field, operator, and value for each condition you add. The conditions you can specify vary based on the selected field type.
    2. Select Save > Run report
    3. The report displays a list of the responses for your web form that meet all the conditions you specified. 
  7. Analyze your data further by summarizing the data for each field type. You can display the data as a visual chart or a data table.
    1. Select the Summarize Results By dropdown and select a web form field to summarize.
    2. Select Run report.
      Your data summary displays as either a bar chart or a pie chart with a data table, depending on the field type you are summarizing.
    3. For bar charts, you can switch to a table view using the 3-dot menu at the top-right of the chart.
  8. Download report data in CSV format. Once you run your report, you can download the displayed data. Select the Download a report control at the top right of the report results.
    Your data is downloaded as a CSV file and saved to your local machine.
  9. To save your report with all the defined criteria for easy reuse, select Save Report. Enter a report title and description, and click SAVE.
    Your custom report is saved and appears on the Reports list under Custom.