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How do I email out a report of a View or specific docs?

There are a couple of ways you can share data in your Views with someone else: 1) you can email it out, or 2) you can send it out as a scheduled report. The main differences between the two methods are:  

  • if you choose to email out the data, it happens instantly and is a one-time event.

  • a scheduled report can be scheduled in advance and made into a reoccurring event (one-time/daily/weekly/monthly/yearly) that can be sent on a regular basis.

This article will walk you through the first method -- how to share data in a View via email.

1. Go to the top right corner of the page, and click on the View Selector. Select the view you want to email out. In this example, the "View for the HR Dept" is what we intend to email out a report of.

2. Once you have entered that view, click on the Actions button, then select 'Email report' in the drop-down menu.

3. Next, choose whether you want to email out all data or just data corresponding to specific documents in the View. If you want to email out all data, check the 'All data' button. In this example, we selected the "Selected View" option.

4. Once your report has been emailed out, this message will pop up on your screen:

Your recipients will receive your requested information as a CSV file.

And there you have it! Your reports are emailed out in just a few clicks.


We’ve made it even easier for Administrators and Account Owners to get the data they need. You can now download a variety of general reports directly from your dashboard.

To get started, just head over to: Settings > Views, Reports, and Downloads > Reports & Downloads

What can you download? Whether you need a full backup or a quick audit, we’ve got a report for that:

  • All contracts and attachment files: Download everything at once (or choose to skip the attachments if you just need the main files).

  • All contract data: A comprehensive CSV file containing all your contract data.

  • Related document data: A handy CSV map that shows the names and locations of all attachments, links, and amendments.

  • Emails sent report: A CSV log of every email sent from the platform—both automated alerts and manual messages.

  • All reminders report: Grab a list of all upcoming date reminders in either XLSX or CSV format.

  • Folders & tags report: A quick snapshot of your current organizational structure and which tags are currently in use.

  • User & Role Summary: See who is on the account, their permission levels, and their total login counts.

  • Individual usage report: Need more detail? This report tracks specific user actions, including login activity and which contracts were viewed.


Please reach out to support@contractsafe.com for any questions.