Back to Docusign.com
I need help figuring out how to report on DocuSign Status within Salesforce and filter by the DocuSign template used. Is there a way to do that with a Salesforce custom report? I can’t figure out how to relate the different custom objects created by DocuSign to do this.
- Community Moderator
Hello
Welcome to the Docusign Community and thank you for posting your concerns!
The Salesforce reporting tools are unfortunately out of scope for DocuSign support. I wouldn't be able to advise you on the actual tools themselves and how they interact with DocuSign. I recommend you reach out to the Salesforce Support team directly.
Let us know if you need further assistance with this.
Best regards,
Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
- Community Moderator
Hello
If you found my response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.
Best regards,
Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
Sign up
Already have an account? Login
You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.
Customer Login/Registration Developer Login/RegistrationDocusign Community
You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.
Customer Login/Registration Developer Login/RegistrationEnter your E-mail address. We'll send you an e-mail with instructions to reset your password.