Global Tabs & Sections
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      The Reporting Tab

      Run reports to check inbound documents and received emails from the Reporting page within the Conexiom Portal.

      Document Report

      The Document Report shows all documents that you have received within a set period of time. To run this report, follow these steps:

      1. From the Report Selection field, select Document Report.

      2. Click the Calendar icons to define the time period on which to report.

      3. Click Run Report. The system runs the report and then lists it on your screen.

      4. Click the listing to open the Document Details page. You can download the report in a csv or xlsx file by clicking on the download icon in the top right corner.

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      Emails Received Report

      The Emails Received Report shows all of the emails that you have received within a set period of time. To run this report, follow these steps:

      1. From the Report Selection field, select Email Report.

      2. Click the Calendar icons to define the time period on which to report.

      3. Click Run Report. The system runs the report and then lists it on your screen.

      4. Click the listing to open the Document Details page. You can download the report in a csv or xlsx file by clicking on the download icon in the top right corner.