Reports Data Rooms

Several reports are available in your Vault Room. To view them, click on 'Reports' in the left-hand menu.

There are two sections in reports;

The initial reports screen covers all data rooms, and the second set is available by selecting the room you are accessing at the top right of your screen. These reports can also be filtered to narrow the results.

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After selecting the room from your available rooms dropdown, navigate to the desired report.

You may review the relevant date and filter using several options, such as date, email, user type, etc.

Report Filters Vault Rooms

To export this information, click the Export button next to the Run button in the report list or at the top after it has been run. A pop-up notification will inform you when the export is ready. The exported files will be available in your download folder. You can choose from various report formats, including Excel, CSV, or PDF, and view the data directly on-screen.

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Reports Data Rooms

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