Can't create a Report of the 'Orphaned' and 'Unassigned' tasks

Question

On the My Tasks screen, as a CLM Admin, I can see the 1) Orphaned tasks and 2) Unassigned tasks.

However, I am unable to extract the information from the 2 screens into Excel spreadsheets, OR create a Report(s) of this information. DocuSign Support advise that there is no existing Report for this.

Ideally I would like to be able to schedule a Report / Reports to be generated say weekly, and sent to the Head of Sales so they can respond to me with the names of the new CLM Users that I can assign to each task.

Pawan Gangwani · Answer

Hello ​@Quentin WrightWelcome to the DocuSign Community!Unfortunately, DocuSign Support is correct there is currently no report available to display or extract the data for orphaned or unassigned tasks from the My Tasks screen. As a result, scheduling reports for this information is not supported at this time.Thanks!👪 DocuSign Community LeaderboardTop 5contributor💹 Ranked #3 in theReply Royaltycategory inDocuSign Community Wrapped 2024🤝Let’s LinkedIn and roll:Pawan Gangwani - EY | LinkedIn

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