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This article applies to:

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

Reminder management

Track upcoming voucher reminders for returns and extensions, review previously sent reminders, and export results to a CSV file — all from a centralized dashboard.
Reminder Management
 gives you a single dashboard to review reminder activity across all returns, so you don't need to check client tracking individually.
note
  • This dashboard is for reporting only. To turn reminders on or off, go to the Delivered or Archive reports.
  • Data in this dashboard is stored for 2 years.

Generate a report

  1. Select
    Reminder Management
    .
  2. Go to the
    Return
     or
    Group Return
     tab.
  3. Enter a
    From Date
     and
    To Date
    .
  4. Select
    Filter
    .
  5. Use the column headers to further filter the report.
  6. Select
    Export to Excel
     to download the report as an Excel file.

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