ShareFile

Create a ShareFile report

To create a report:

Sign into ShareFile.
Navigate to Account settings > Account and Reporting > Reporting.
Select the Create Report button and choose the type of report you want to run, then click Next.
Fill in the details as required and click Create. Reports can be generated as Excel or CSV files.

Create recurring reports

To create a recurring report, follow the earlier steps through Step 3. Then, choose Recurring as Yes, fill in the other details as required and click Next.

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Choose Daily, Weekly, or Monthly based on your needs. Choose the folder where you want the recurring reports to be saved on your account and click Create.

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Do not remove the destination folder from the system. If you do, future recurring reports might fail.

Report Pending:

Allow time for your report to be processed and completed. Depending on the amount of time and the final size of your report, the time it takes for the report to finish might vary.

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View Completed Report:

You can view, download, move, or delete reports at any time by returning to the Reporting menu and accessing the list to the right of the Report Title.

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The official version of this content is in English. Some of the Cloud Software Group documentation content is machine translated for your convenience only. Cloud Software Group has no control over machine-translated content, which may contain errors, inaccuracies or unsuitable language. No warranty of any kind, either expressed or implied, is made as to the accuracy, reliability, suitability, or correctness of any translations made from the English original into any other language, or that your Cloud Software Group product or service conforms to any machine translated content, and any warranty provided under the applicable end user license agreement or terms of service, or any other agreement with Cloud Software Group, that the product or service conforms with any documentation shall not apply to the extent that such documentation has been machine translated. Cloud Software Group will not be held responsible for any damage or issues that may arise from using machine-translated content.

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Create a ShareFile report

Create a ShareFile report

Create recurring reports

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