Message History Reports

In the Message History section, you can see all the items sent and received via SafeSend Exchange. 

1. Click the Message History drop-down. 
2. Click Sent Items OR
3. Click Received Items to access the report. 

Sent Items History

This is a record of all messages sent by any member of your firm. It contains:

• The sender’s name or email.
• The recipient’s email.
• The name of all the files sent.
• The date it was sent from Exchange.
• The Activity Log shows the last date and time the message was interacted with.
• The status of the link:
  • Expired means the link has expired and can no longer be accessed.
  • Active means the link is still accessible and the recipient can view the message and download it.
• The Transfer Mode is the authentication method used for that message.

The following actions can be performed from the Sent Item History report: 

1. Click the Refresh icon to reload the report for the most up-to-date information. 
2. Click the Manage Columns icon to re-order or remove columns. 
   • The sender column cannot be disabled. 
3. Click the Download icon to download an Excel file containing the full Sent Items History report. 
4. Click the Filter icon to apply filters to the report. 
5. Right-click a line item to: 
   • Resend the access link to the recipient (if allowed by firm settings) OR
   • Cancel the transfer (the access link becomes invalid). 
6. Click an Activity Log time stamp to view the events associated with the item, including who downloaded the document and when. 

Received Items History 

This is a record of all the messages sent to your firm from external sources. It contains the same information as the Sent Items History report. 

The following actions can be performed from the Received Item History report: 

1. Click the Refresh icon to reload the report for the most up-to-date information. 
2. Click the Manage Columns icon to re-order or remove columns. 
   • The recipient(s) column cannot be disabled. 
3. Click the Download icon to download an Excel file containing the full Received Items History report. 
4. Click the Filter icon to apply filters to the report. 
5. Click an Activity Log time stamp to view the events associated with the item, including who downloaded the document and when. 

Column Options and Filters 

On both the Sent and Received Items history you have an option to hide certain columns from view, re-order columns, and filter columns.

Column Options

1. Click the Manage Columns icon. 
2. Click the Eye icon to turn the column on or off. 
3. Drag/drop columns to re-order them. 
4. Click Apply to save your changes. 

Filters

You can set filters for each column to edit the report. 

You can also Save the filter you made and have it saved for later use. You can select that saved filter at any time and it will be applied.

1. Click the Filter icon. 
2. Click the Select drop-down to choose a saved filter OR
3. Click the drop-down next to the column name to apply filters. 
4. Click Save to save your current selection as a filter that can be used later OR 
5. Click Apply to apply your current selection to the report.