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Template Use Report

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The Template Use Report shows how message templates are used across your requests. Use it to identify which templates are used most often and determine which types of requests typically require specific responses.

Important Note

The Template Use Report includes internal and external message templates, including templates used when releasing documents. It does not include closure or invoicing templates.

Instructions

  1. Sign in to your account

  2. Navigate to Settings (gear icon) and click Reports in the dropdown:The Settings menu icon and dropdown displaying options with 'Reports' highlighted.

  3. Click the Template Use button:

    The Template Use button on the Reports page.

  4. Select All time or Custom dates to choose the reporting period:

    The Report dates radio buttons on the Template use in external message dialog.

    Note:

    If you select Custom dates, enter the desired start and end dates in the fields that appear:

    Custom date selection for report generation with start and end date fields.

  5. Click Generate to create the report:

    The blue, rectangular Generate button on the Template use in external message dialog.

  6. The report will download to your device