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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. A “Manage Users” page will pop up where you can see and manage all users on the account.

  2. Click on the “Reports” button right beside the blue “Add Users” button.

Choose 1 of 2 report options:

  • Send User and Role Summary Report: This sends a general report that includes all active users on the account.

  • Send Individual Reports: This will report on the activity of a specific user or group of selected people. If you choose this one, a page will appear where you can individually select users and generate reports that will be sent to your email address as shown here:

    How to run a user report

A pop-up notification will show up letting you know that your report has been sent out. Reports will be emailed to you once it is ready.

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