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How do I run a report on a user's usage?

Want to get a report on a single user's usage of your ContractSafe account? No problem!

If you are an Admin user, with just the click of a button, you can run a Usage Report showing everything that a single user has done in your ContractSafe account.

Follow these steps to pull reports:

1) Go to Settings then select Users.

Choose 1 of 2 report options:

  • Send Usage Report: Will report on the activity of that specific user. Scroll to their User Name and select Send under the Send Usage Report column. 
  • Send User Report: Reports on active users only.

3) A pop up notification will show up letting you know that your report has been sent out. Reports will be emailed to you.

4) Select Done to exit out of this screen.

contract management system how to run a report