Customer Reports

A per customer activity report.

Email Reports

Get an Email Ready to be Sent, Email History, or Email Exception Report defined by date range.

Campaign Reports

Report on campaign activity.

System Exception Report

Report on exception activity.

Usage Report

View Current Contract Dates and Credits Summary.

Access Log

Report on who/where/when accessed and if access was granted.

Customer Delivery Preference Report

This report is on a per customer basis. If the customer has multiple documents this report will show their last delivery preference activity. E.g., the customer has 4 documents and chose to opt-in on three of them and then opt-out on the fourth document. The report will produce the last activity only (opt-out in this scenario).

Customer Opt-in, Opt-out Activity Report

This report is on a per document basis. If the customer has multiple documents this report will show activity for ALL documents if Show all document types for each customer is selected. If not selected, the report will generate data for the document selected in the Document Type drop down.

1. Choose your date range. Delivery preference is reported based on the end date of your date range.

2. Select Document Type (or select Show all document types for each customer).

3. Choose your report type:

   1. Customers that have opted in.

   2. Customers that have opted out.

   3. Customers that have changed delivery preference (opted in/opted out).

1. Report

• 1. Date Range - Select date range of report.

  2. Emails Ready to Be Sent

  3. Email History

  4. Email Exceptions

2. Run Report

• 1. Download CSV