---
agent_capabilities:
- Structured Data Analyzer
availability: IDEA
description: A plugin that provides a consolidated report of your organization's key
DocuSign performance metrics over a specified time period.
name: Generate Overall Usage Report
purple_chat_link: https://marketplace.moveworks.com/purple-chat?conversation=%7B%22messages%22%3A%5B%7B%22parts%22%3A%5B%7B%22richText%22%3A%22Show+me+the+overall+performance+dashboard.%22%7D%5D%2C%22role%22%3A%22user%22%7D%2C%7B%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3ECertainly.+For+which+time+period+would+you+like+the+report%3F+Please+reply+with+the+number+or+the+name+of+your+choice.%3C%2Fp%3E%3Col+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E%3Cli%3ELast+7+Days%3C%2Fli%3E%3Cli%3ELast+30+Days%3C%2Fli%3E%3Cli%3EThis+Month+%28August%29%3C%2Fli%3E%3Cli%3ELast+Quarter+%28Q2%29%3C%2Fli%3E%3Cli%3ECustom+Date+Range%3C%2Fli%3E%3C%2Fol%3E%22%7D%5D%2C%22role%22%3A%22assistant%22%7D%2C%7B%22parts%22%3A%5B%7B%22richText%22%3A%22Last+30+Days%22%7D%5D%2C%22role%22%3A%22user%22%7D%2C%7B%22parts%22%3A%5B%7B%22reasoningSteps%22%3A%5B%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EFetching+performance+data+from+%3Cb%3EDocuSign%3C%2Fb%3E+for+the+%27Last+30+Days%27.%3C%2Fp%3E%22%2C%22status%22%3A%22success%22%7D%2C%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EGenerating+Python+script+to+aggregate+metrics.%3C%2Fp%3E%22%2C%22status%22%3A%22success%22%7D%2C%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3ECompiling+the+final+dashboard.%3C%2Fp%3E%22%2C%22status%22%3A%22pending%22%7D%5D%7D%2C%7B%22apiBlock%22%3A%7B%22code%22%3A%22import+collections%5Cnfrom+datetime+import+datetime%5Cn%5Cn%23+Data+from+a+previous+API+call+to+DocuSign%5Cnenvelope_data+%3D+steps.docusign_api_call.data.envelopes%5Cn%5Cn%23+Initialize+metrics%5Cnenvelopes_sent+%3D+len%28envelope_data%29%5Cnenvelopes_completed+%3D+0%5Cnvoided_or_declined+%3D+0%5Cnstill_in_flight+%3D+0%5Cntotal_turnaround_time_hours+%3D+0.0%5Cnactive_senders_set+%3D+set%28%29%5Cnsenders+%3D+%5B%5D%5Cntemplates+%3D+%5B%5D%5Cn%5Cn%23+Process+each+envelope%5Cnfor+envelope+in+envelope_data%3A%5Cn++++status+%3D+envelope.get%28%5C%22status%5C%22%29%5Cn++++sender_info+%3D+envelope.get%28%5C%22sender%5C%22%2C+%7B%7D%29%5Cn++++sender_name+%3D+sender_info.get%28%5C%22userName%5C%22%29%5Cn++++%5Cn++++if+sender_name%3A%5Cn++++++++senders.append%28sender_name%29%5Cn%5Cn++++if+envelope.get%28%5C%22templateId%5C%22%29+and+envelope.get%28%5C%22templateName%5C%22%29%3A%5Cn++++++++templates.append%28envelope.get%28%5C%22templateName%5C%22%29%29%5Cn%5Cn++++if+status+%3D%3D+%5C%22completed%5C%22%3A%5Cn++++++++envelopes_completed+%2B%3D+1%5Cn++++++++if+sender_name%3A%5Cn++++++++++++active_senders_set.add%28sender_name%29%5Cn++++++++%5Cn++++++++sent_time_str+%3D+envelope.get%28%5C%22sentDateTime%5C%22%29%5Cn++++++++completed_time_str+%3D+envelope.get%28%5C%22completedDateTime%5C%22%29%5Cn++++++++if+sent_time_str+and+completed_time_str%3A%5Cn++++++++++++sent_time+%3D+datetime.fromisoformat%28sent_time_str.replace%28%27Z%27%2C+%27%2B00%3A00%27%29%29%5Cn++++++++++++completed_time+%3D+datetime.fromisoformat%28completed_time_str.replace%28%27Z%27%2C+%27%2B00%3A00%27%29%29%5Cn++++++++++++turnaround_time+%3D+completed_time+-+sent_time%5Cn++++++++++++total_turnaround_time_hours+%2B%3D+turnaround_time.total_seconds%28%29+%2F+3600%5Cn%5Cn++++elif+status+in+%5B%5C%22voided%5C%22%2C+%5C%22declined%5C%22%5D%3A%5Cn++++++++voided_or_declined+%2B%3D+1%5Cn++++else%3A%5Cn++++++++still_in_flight+%2B%3D+1%5Cn%5Cn%23+Calculate+KPIs%5Cnif+%28envelopes_sent+-+still_in_flight%29+%3E+0%3A%5Cn++++completion_rate+%3D+%28envelopes_completed+%2F+%28envelopes_sent+-+still_in_flight%29%29+*+100%5Cnelse%3A%5Cn++++completion_rate+%3D+0.0%5Cn%5Cnif+envelopes_completed+%3E+0%3A%5Cn++++avg_turnaround_time+%3D+total_turnaround_time_hours+%2F+envelopes_completed%5Cnelse%3A%5Cn++++avg_turnaround_time+%3D+0.0%5Cn%5Cnactive_senders_count+%3D+len%28active_senders_set%29%5Cn%5Cn%23+Determine+top+senders+and+templates%5Cnsender_counts+%3D+collections.Counter%28senders%29%5Cntop_senders+%3D+%5Bsender+for+sender%2C+count+in+sender_counts.most_common%283%29%5D%5Cn%5Cntemplate_counts+%3D+collections.Counter%28templates%29%5Cntop_templates+%3D+%5Btemplate+for+template%2C+count+in+template_counts.most_common%283%29%5D%5Cn%5Cn%23+Final+output+object%5Cnprint%28%7B%5Cn++++%5C%22core_volume_metrics%5C%22%3A+%7B%5Cn++++++++%5C%22sent%5C%22%3A+envelopes_sent%2C%5Cn++++++++%5C%22completed%5C%22%3A+envelopes_completed%2C%5Cn++++++++%5C%22voided_or_declined%5C%22%3A+voided_or_declined%2C%5Cn++++++++%5C%22in_flight%5C%22%3A+still_in_flight%5Cn++++%7D%2C%5Cn++++%5C%22kpis%5C%22%3A+%7B%5Cn++++++++%5C%22completion_rate%5C%22%3A+round%28completion_rate%2C+1%29%2C%5Cn++++++++%5C%22avg_turnaround_time%5C%22%3A+round%28avg_turnaround_time%2C+1%29%2C%5Cn++++++++%5C%22active_senders%5C%22%3A+active_senders_count%5Cn++++%7D%2C%5Cn++++%5C%22activity_snapshot%5C%22%3A+%7B%5Cn++++++++%5C%22top_senders%5C%22%3A+top_senders%2C%5Cn++++++++%5C%22top_templates%5C%22%3A+top_templates%5Cn++++%7D%5Cn%7D%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solution_tags:
- Data Analysis
- Legal
- Manager
systems:
- docusign
---