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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. You should now see a table with all the 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:

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.