In this section, you will learn how to generate an envelope report.
If you want to get an xlsx file with an envelope report, you need to do the following:
- Open the mailbox page
- Select the tab with the appropriate envelope filter, or manually filter the data
- Click the button with the document icon, labelled ‘Generate Report.’
- After clicking, you will receive a notification indicating that the report will be sent to your email address once it has been generated
- Check your email
- Open the received email
- Click the ‘Download’ button
Once you complete these steps, the report file will be downloaded to your device.