Account Management: Usage Report

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

  1. Navigate to Account Management.
  2. Click Usage Report.
  3. Select a Product Type
  4. Select a Return Type (if applicable). 
  5. Select a Date Range
  6. Click Run Report
  7. Click the Export to Excel button to download the report.

Usage report.jpg

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