ShareFile

ShareFile Reporting

September 27, 2024

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To see how your ShareFile account is being used, you can create recurring and non-recurring reports that track usage, access, messaging, storage, and other details.

Limitations

All recurring reports are run based on Eastern Standard Time.
ShareFile does not provide or support customized reports.

Note:

If a report fails to download due to a large amount of data, you can run the report in CSV format instead of XLSX.

Prerequisites

An Administrative user on the ShareFile account.
An Employee user with the Allow this user to access account-wide reporting permission.
If running a report for a specific user, that user must be a member of the Shared Address Book.

Report types

Select the Report name for more information.

Create report

Complete the following steps to create a ShareFile report:

Sign into ShareFile.
Navigate to Settings > Admin Settings > Company Account Info > Reporting.
Select the Create Report button and choose the type of report you want to run, then click Next.

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Fill in the details as required and click Create. Reports can be generated as Excel or CSV files.

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Recurring report:

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.

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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Note:

Reports cover the account lifetime but can only be run in 90 day increments.

Notification History

The Notification History page contains a history of all email messages that have been sent from your account. You can select a date or a specific email with the options shown.

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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ShareFile Reporting

September 27, 2024

Contributed by:

September 27, 2024

Contributed by:

ShareFile Reporting

Limitations

Prerequisites

Report types

Create report

Notification History

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