CLM - PowerBI

Forum|Forum|1 year ago
November 6, 2024
2 replies
166 views

Hi there.

Finding Reports in CLM to be pretty basic, I’m curious if others have experience of building/developing custom apps to pull out data (including Attributes) and push to PowerBI. Thoughts on this ? Best approach ?

Thanks

Colm

CLM

C

colmbyrne

Author

New Voice

Checking back in here to ask if anyone has thoughts on this and how it might be approached.

Is a scheduled report the only way to do this - run a report, dump the output to a specific location, and have PowerBI pick it up from there ?

Thanks in advance.

K

Kelly.Gatling

Docusign Employee

Hi @colmbyrne,

As far as I’m aware there is still no reporting API with CLM so the best way to handle this scenario is to export the report from CLM with all of the attribute data pulled and import it into Power BI.

Thank you,
Kelly

Kelly Gatling | Principal Product Trainer | Docusign University

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