How to create native Salesforce reports using BoldSign fields?

The BoldSign Document custom object stores information related to documents managed through BoldSign in Salesforce. Using Salesforce Reports, you can create reports based on BoldSign document data to track document activity, monitor statuses, and analyze document information.

You can use Salesforce Reports on the BoldSign Document object to view and analyze document-related data directly within Salesforce. By selecting relevant fields and applying filters, you can create reports that match your reporting requirements.

This article explains how to create a Salesforce report using fields from the BoldSign Document object, such as Document Title, Status, Last Activity Date, and other available fields.

Prerequisites

Before creating reports, ensure that:

• BoldSign for Salesforce is installed and configured.

• The appropriate BoldSign permission set is assigned to the user:

  • BoldSign Admin Access – For Salesforce administrators who manage BoldSign settings, templates, and users.
  • BoldSign User Access – For users who send signature requests and track document statuses.

• You have permission to create and view Salesforce reports.

Understanding the BoldSign document object

• The BoldSign Document custom object contains information about documents created and managed through BoldSign. This object can be used as a data source when creating Salesforce reports.
• Users can add BoldSign fields as report columns and apply filters to display specific document records based on their reporting requirements. For example, reports can be filtered by document status, creation date, or other available fields.

Create a Salesforce report using BoldSign fields

To create a report using the BoldSign Document object, follow these steps:

Step 1: Open the Reports tab

Open Salesforce and navigate to Reports from the App Launcher.

Step 2: Create a new report

In the Reports section, click New Report. This opens the report builder, where you can select the report type and data source.

Step 3: Select the BoldSign Documents report type

In the report type selection window, search for and select BoldSign Documents, then click Start Report. A new report workspace opens, allowing you to configure the report.

Step 4: Customize report columns and filters

Configure the report by adding the required columns and filters.

For example, you can add fields such as:

• Document Title
• Status
• Last Activity Date

You can also apply filters to display records that meet specific criteria, such as documents with a Pending or Completed status.

Step 5: Save and Run the report

After configuring the report, click Save & Run. Salesforce generates the report using the selected fields and applied filters. You can update the report later if you need to modify the displayed data.