Support Guide

Several reports are available to assist in monitoring and reporting on all activities.

• To view them, click 'Reports' in the blue menu on the left-hand side.
• There are two sections in the reports;
• The initial reports screen covers all data rooms. This is limited to a select set of reporting on the account. 

The second set is expanded to the room specifically.

• It is available by selecting the room you access at the top right of your screen.
• After selecting the room from your available rooms dropdown, navigate the specific desired reports.
• These reports can also be filtered to narrow the results.

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

To export this information

• The export button is 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.
• You can choose from various report formats, including Excel, CSV, or PDF, and view the data directly on-screen.
• The exported files will be available in your download folder. 
• Note—Very large sets of data may exceed reasonable wait time. Exporting Excel or CSV is substantially required for these large sets of data.