DocuSign Custom Report

Question

Hi Team,I understand that custom reports are generally not shared between users, and that one user cannot directly access a report created by another user. However, why doesn't DocuSign provide administrators with the ability to transfer ownership of custom or scheduled reports created by another user?A common business scenario is when the employee who created and scheduled a report leaves the organization. In such cases, administrators may need to update the report fields, modify filters, change the schedule, or maintain the report for ongoing business needs. Currently, there appears to be no way to manage or transfer ownership of these reports, even for users with full administrative privileges.Could DocuSign consider adding a feature that allows administrators to view, transfer, or assume ownership of custom and scheduled reports when the original report owner is no longer available? This would help ensure business continuity and reduce the need to recreate reports from scratch.ThanksShanker N

Noralynn.Niduaza · Answer

Hi ​@Shanker_Nagarajan,We appreciate you reaching out to the Docusign Community and are delighted to have you join us.We understand how important it is for the admin to access and edit the custom report that was created by another user who is no longer available. We apologize for the inconvenience, and I’ll be glad to help you with this.Docusign currently does not have an option for Admin to directly view, edit, take over, or reassign another user’s scheduled or custom reports. Report ownership and access are generally tied to the user who created the report.If the original user is no longer available, the recommended approach for the admin is to recreate the required report under the admin’s account. If necessary, the user’s email may be temporarily reactivated by the organization’s IT team so that the admin can log in to the user’s account and access the reports. If the user’s account is no longer active, the admin can reactivate it, and the email address can be changed to one that another user can manage. The Custom Report takeover or transfer ownership feature in Docusign Admin is currently not available. However, this is valuable feedback, and you may submit this feature request through our Ideas Dashboard for review. That’s where ideas from Docusign users like you can submit ideas to improve Docusign’s features, and where you can also vote on ideas from other members.I hope the information provided helps.Best regards,Noralynn | Docusign Community ModeratorIf this helped. Feel free to Like👍and click "Best Answer."

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