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Idea Submitted

Apply Global Filter Across Multiple CLM Reports

Categories:CLM
  • June 24, 2026
  • 0 replies
  • 1 view

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I would like to suggest an enhancement for reporting in Docusign CLM.

 

Currently, I maintain multiple reports based on the same set of documents, but grouped by different attributes for visualization purposes (graphics). For example:

 

  • One report grouped by Request Owner
  • Another grouped by Requesting Department
  • Another grouped by Completion Deadline

It would be extremely valuable to have the ability to link these reports under a shared or global filter. For instance, if I select a specific “Requesting Department” as a primary filter, all related reports (e.g. by Owner and by Deadline) would automatically update to reflect that same filter.

 

At the moment, filters must be applied manually to each report one by one, which is time-consuming and inefficient.

 

A synchronized filtering capability would significantly improve usability, consistency of analysis and overall reporting efficienty.

 

Thanks for considering this idea.