Who Can Export the Report?
Only business plan owners or business team admins have the ability to export the user utilization report. These roles ensure that the right individuals can access and manage the report, maintaining the security and integrity of your team’s data.
Where to Find the Export Functionality
To export the user utilization report:
Navigate to Team Settings:
Log into your account.
Go to the "Team Settings" page by selecting the "Team" option.
2. Access the Reports Section
On the Team Settings page, click on the "Reports" section.
Generating the Report
Once you’re in the "Reports" section, follow these steps to generate the user utilization report:
Select Date Range: Choose the start date and end date for the period you wish to analyze. This date range will define the data included in the report.
Generate the Report: After selecting the date range, click the "Generate Report" button.
What’s Included in the Report?
The CSV file contains detailed information about your team’s utilization, including:
Business Team User Emails: The email addresses of all users on the business team.
Document Count: A list of all documents prepared by each user within the specified date range.
Things to take note:
Only business plan owners or business team admins have access to this feature.
Ensure that the date range selected accurately reflects the period you want to analyze to get the most relevant data.
The report is downloaded as a CSV file, which can be opened and reviewed in any spreadsheet application like Excel or Google Sheets.