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How to Download Reports/Customer Data – User Guide for License Coordinators

Updated over a week ago

Overview

To preserve your organization’s data, please download all necessary reports before account expiration. After 45 days of inactivity following the end of all subscriptions and grace periods, all data will be permanently deleted.

Step-by-Step Guide to Download Reports

  1. Log In

  2. Access Reports

    • From the Account Management page, click on Reports.

  3. Set Filters

    • Choose the Report Type you want to download.

    • Set the Date filter to show data from the past year.

    • If multiple products were used, change the Product filter to All.

      🔔 Note: Data is only retained for 365 days.

  4. Download Data

    • Click the Ellipses (three dots) on the right side of the page.

    • Select Download All Filtered Data.

    • The selected report will download automatically.

      📁 Tip: Repeat steps 3 and 4 for each report type you need.

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