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Active Voice
August 1, 2025
Idea Submitted

Ability to export task groups in reports

Categories:CLM
  • August 1, 2025
  • 12 replies
  • 240 views

we frequently get requests from management and our audit team to review who is in each task group in CLM. There is currently no way for us as admins to pull reports of that and send it as an export for review. 

12 replies

Troubleshooter
April 1, 2026

​@bbrusca, I have regular contact with Docusign representatives and have made it very clear that this is taking far too long. It’s a report they can create in 5 minutes. The representative promissed to take this up again with the development team. If they can’t do this...they should enable us with a better reporting tool so we can do this ourselves. I guess that is an even bigger issue...

Troubleshooter
September 8, 2026

This request was made over a year ago. It is very disappointing not seeing any reaction on this. For Docusign it should NOT be a big issue to export this data. Making this part of the admin-user-bulk actions-export users and creating a new entry "task group export” would make things immensely better. Please let us know if there is anything possible and by when