Download the E-Delivery report

Downloading the E-Delivery report gives you a spreadsheet of all E-Delivery events. The spreadsheet contains more details than what is provided in the E-Delivery dashboard.

To download the E-Delivery report:

  1. Go to the E-Delivery dashboard.
  2. Select Download Report. 
  3. Open the downloaded .xls spreadsheet.

The .xls spreadsheet contains several columns, including:

  • Policy Number: Policy number on the account.
  • Print Date: Print date.
  • Import Date (EST): Last status update (raw/import) or the recent E-Delivery status update timestamp if an email was sent.
  • Email Sent To: Recipient email address.
  • File Type: Title of the document.
  • Delivery Status
    • NOTIFIED: Applies to both manual and automated processes.
    • FAILED: Applies to both manual and automated processes.
    • WAITING FOR APPROVAL: Applies to both manual and automated processes.
    • EXCLUDE FROM E-DELIVERY: Applies to both manual and automated processes.
    • EXCLUDE AND DO NOT PRINT
  • Opened: Indicates how many times a document has been opened or downloaded by the user.