How to Create a ShareFile Report

Create Report

Complete the following steps to create a ShareFile report:

  1. Navigate to Settings > Admin Settings > Company Account Info > Reporting.

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  2. Click the Create Report button and choose the type of Report you wish to run, then click Next.

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  3. Fill in the details as required and click Create.

    Reports may be generated as Excel or CSV files.

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Report Pending

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

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View Completed Report

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

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