How to download Data Extraction Reports as an Administrator

These reports are used when Postworks' system extracts data from documents as they are being uploaded and you are wishing to include this in your reporting.

 

For example, you may want an account number or case reference number added to your Postworks reports so you can link individual letters back to an internal reference.

 

You can only access this report if you are the Account Administrator.

1.  Where to find the Reports section

  • Click on Account Admin on the left hand side 
  • Select Reports

Downloading a Data extraction report

  • Insert the Start date and End date
  • Check the 'Include headers' box

  • Click Generate