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We are looking for a more streamlined/consistent way to report off of DocuSign data. We are aware of Agreement Actions and we have the Retrieve reporting product. We are looking at potentially creating a data set with Retrieve and sending it to a “shared” location where our PowerBI (or other reporting tools) will connect to the file/data. At that point, we can use PowerBI or other tool to manipulate the data, add charts/graphs, tables, create dashboards, etc.
Does anyone use a specific other product that would allow us to be more consistent with accessing data from other systems, or from DocuSign, and for collecting real-time data such as status in order to create user dashboards? Maybe I’m asking if there are specific products that utilize APIs for DocuSign as well as with other higher ed systems such as Banner, Concur, Contract Mgmt systems, Time keeping systems, etc.
Thank you!
Susan
