How to Automatically Send a Custom Report through email

Hello ​@NicoleHSB 
Thank you for reaching out, and welcome to the Docusign Community! We appreciate your question and assure you that we are fully committed to providing you with the best service possible. 
 I understand you’d like to set up an automatic monthly report (for example, a CSV of executed contracts) to be sent to your finance department. Here’s an easy explanation of how it works — and some reasons why you might not be seeing the “Schedule” option:

In Docusign, you can schedule reports to run automatically and send via email (with a link or CSV) to recipients. For example: Go to Reports → pick a standard or custom report → select Schedule → set how often, who gets it, and start date. You can also review active/inactive schedules later.

Why You Might Not See the “Schedule” Option?

Here are some possible reasons:

• Your user role or permissions don’t include “schedule reports” access.
• The report you created is not a standard/custom report type that supports scheduling (some may be view-only).
• The schedule capability may not be enabled for your account or subscription level.
• You’re looking at a view where the “View → Schedule” menu isn’t showing because of the filter/settings.
• The DocuSign interface or version you’re using may differ slightly (e.g., the “Schedule” option is hidden under a dropdown).
   

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Sincerely,

Ma. Cassandra | Docusign Community Moderator
If this helped, feel free to Like👍and click "Best Answer"

Hello ​@NicoleHSB 

How are you? I'm just checking in to see if you still need help. If yes, please reply here with more context, or confirm if the issue has been resolved. 

If you run into any problems, we're happy to help with those here. Wishing you a smooth rest of your day!

If you found the response to be a useful solution to your question, please “like” and mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Thank you!

Sincerely,

Ma. Cassandra | Docusign Community Moderator

If this helped, feel free to Like👍and click "Best Answer"