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.
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.
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.
Articles in this section
- Adding a Folder
- Adding a New Room
- Adding Users
- Archiving Room (Admin Only)
- Branding
- Creating a Custom Login Email
- Deactivated User Search
- Delete a Folder
- Deleting a file(s)
- Document Viewer
- Document Viewer Overrides
- Downloading
- Editing a Folder
- Editing File Settings
- Editing Your Profile
- Email Room Users Notifications
- File Move/Copy
- Folder and File Naming Restriction's
- Folder Editing
- Folder Stucture Upload (Zip Upload)
- Folder Templates
- How to Clear Browser Cache
- Importing New Rooms
- PDF Upload Best Practice
- Print & Download User Settings
- Removing Encryption from a PDF
- Reports Data Rooms
- Resetting Your Password
- Searching for Files
- Security Levels and Security Sections
- Uploading Files
- User Search
- Watermarking
- Zip Upload