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How to email a report of a View in ContractSafe

Send the data in any View on your Contracts List to someone as a one-time CSV report, in just a few clicks.

To email a report in ContractSafe, select a View on your Contracts List, click Actions, choose Email Report and click Send. Your recipients receive the data as a CSV file. This sends the report immediately, one time; for recurring reports, use a scheduled report instead.

Email Report vs. Scheduled Report

There are two ways to share the data in your Views with someone else:

Method

How It Works

Best For

Email Report

Sends the report immediately, one time

Ad-hoc requests, quick sharing

Scheduled Report

Set up to send automatically (daily, weekly, monthly, or yearly)

Regular reporting, recurring stakeholders

This article covers the Email Report method. For scheduled reports, see: How do I create a scheduled report?

How to email a report

  1. Go to your Contracts List.
  2. Use the Views dropdown (top of the page, left of the Actions button) to select the view you want to report on. If you haven't built one yet, see how to create Saved Views.
    Contracts List with the Views dropdown open to the left of the Actions button
  3. Click the Actions button, then select Email Report from the dropdown.
    Actions dropdown on the Contracts List with Email Report highlighted
  4. In the dialog box that appears, choose what data to include (All data or Selected View).
    Email Report dialog box with the All data and Selected View options
  5. Click Send. A confirmation message will appear in the lower left corner of your screen.
    Confirmation message in the lower left corner after sending an email report

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

Email from reports@contractsafe.com with the View report attached as a CSV file

And there you have it! Your reports are emailed out in just a few clicks. If you'd rather have teammates see the View in ContractSafe itself, see how to share a View.

Download general reports from Settings

We've made it even easier for Administrators and Account Owners to get the data they need. You can download a variety of general reports directly from your dashboard. To get started, head over to Settings > Views, Reports, and Downloads > Reports & Downloads.

What can you download? Whether you need a full backup or a quick audit, there's 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. See how to run a report on a user's usage.

To download contract files and data for only some contracts, see how to download selected contracts and data.

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