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:
Go to Settings then select Users. A “Manage Users” page will pop up where you can see and manage all users on the account.
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 email@example.com for any questions.