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This article applies to:

  • Product: safesend
  • Subject: Reports
  • Audiences: Staff

Account Management: Usage reports

Generate and customize usage reports in Account Management to track delivered items, recalls, adjustments, and total usage across products, return types, office locations, and date ranges.
important
Access to
Account Management
 is only available to system administrators or users with predefined permissions enabled in User Management.

Run a report

  1. Select the
    Navigation Widget
    .
  2. Select
    Account Management
    .
  3. Select
    Usage Report
    .
  4. Select a
    Product Type
    .
  5. Select a
    Return Type
    .
  6. Select an
    Office Location
    .
  7. Select a
    Date Range
    .
  8. Select
    Run Report
     to generate the report.

Advanced Filter

Use the
Advanced Filter
 option to customize the report. This option lets you add amended returns and filter by state only and draft status.
  1. Select
    Advanced Filter
    .
  2. Adjust the standard reporting criteria as needed.
  3. Adjust the advanced reporting criteria as needed.
  4. Select
    Apply Filters
    .
  5. Select
    Run Report
     to generate the customized report.

Returns reporting

Only Returns reports display the
Deleted After Delivery
,
Recalled
, and
Adjustments
 columns. All other modules display the
Date
,
Delivered
, and
Total Usage
 columns.
Date
Displays whether an item was delivered on that date.
Delivered
Total number of items delivered for the specified date.
Deleted After Delivery
Total number of returns deleted from the Delivered and Archived reports.
Recalled
Total number of items recalled for the specified date.
Reprocess/Reupload
Total number of recalled returns reprocessed for the specified date.
Adjustments
Total number of manually added return credits.
Total Usage
Total usage for the specified date range after accounting for adjustments.
Print
Prints the report.
Export to Excel
Exports the report to Excel.

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