Account Management: Usage Report

The Usage Report menu allows System Administrators to view the firm's activity in SafeSend. Administrators can view how many items were delivered, adjustments, and total usage for Returns, Signatures, Mail Merge, Organizers, Gather and Extensions. 

Please note:

Access to Account Management is only available to System Admins or users with predefined permissions enabled in User Management.

Run Report

1. Click the Navigation Widget in the top right corner.
2. Click Account Management.
3. Click Usage Report.
4. Select a Product Type. 
5. Select a Return Type.
6. Select an Office Location.  
7. Select a Date Range. 
8. Click Run Report to generate the report.

Advanced Filter

Use the Advanced Filter option to customize your report. This allows you to add amended returns to your report, as well as filter by state only and draft status. 

1. Click Advanced Filter.
2. Adjust the standard reporting criteria as needed.
3. Adjust the advanced reporting criteria as needed. 
4. Click Apply Filters. 
5. Click Run Report to generate the customized report.

Returns Reporting

Info

Only Returns reports show the Deleted After Delivery, Recalled, and Adjustments columns. All other modules show the Date , Delivered , and Total Usage columns. 

1. Date - The date displays if an item was delivered on that date. 
2. Delivered - Total number of items delivered for the specified date. 
3. Deleted After Delivery - Total number of returns deleted from the Delivered and Archived reports. 
4. Recalled - Total number of items recalled for the specified date. 
5. Reprocess/Reupload - Total number of recalled returns reprocessed for the specified date. 
6. Adjustments - Total number of manually added return credits. 
7. Total Usage - Total usage for the specified date range after accounting for adjustments. 
8. Print - Print the report.
9. Export to Excel - Export the report to Excel.