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Usage Report

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Annie M.
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The Usage Report menu will allow System Administrators to view the firm's active return count.

  1. Navigate to Account Management.
  2. Click on Usage Report.
  3. Select the Product Type
  4. Select Date Range
  5. Click Run Report
  6. Click Print to print the report
  7. Click the Export to Excel button to download the report.

Org-Usage Report.png

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