Customer Reports
A per customer activity report.
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.
Choose your date range. Delivery preference is reported based on the end date of your date range.
Select Document Type (or select Show all document types for each customer).
Choose your report type:
Customers that have opted in.
Customers that have opted out.
Customers that have changed delivery preference (opted in/opted out).
Email Reports
Get an Email Ready to be Sent, Email History, or Email Exception Report defined by date range.
Report
Date Range – Select date range of report.
Run Report
Download CSV
Campaign Reports
Report on campaign activity.
Date Range
Select date range of report.
Run Report
Download CSV
System Exception Report
Report on exception activity.
Usage Report
View Current Contract Dates and Credits Summary.
Current Contract Start Date/Current Contract End Date
Start and End date of current contract period.
Credits Summary
Annual Subscription Credits – Delivery Preference Query
Email Credits – Document Emails
Access Log
Report on who/where/when accessed and if access was granted.
