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Status Under review
Workspace Sterling B2B Integration SaaS
Categories Document Tracking
Created by Guest
Created on Dec 1, 2025

RELATED IDEAS

Usage Report for each client based on mailbox present in Doc Tracker Application

It helps customer to track their mailbox usage and prevent potential overages if any. 

Customer gets option to download / subscribe to usage report from Document tracking application and hence elevates user experience. Currently support send usage report to clients who has suscribed for it 10th of every month.

Any users who raises ticket to support, support will download and provide usage report from tool. 

 

  • Guest
    Jan 9, 2026

    1. Scope & Usage

     

    Do you want the usage report at individual mailbox level, partner level, or organization level?

    Should the report include historical usage (last 3, 6, 12 months) or only current-month data?

    Historical data is also detailed, as well as Summary report, similar to how it is showing in epm where sales/support access and share it with clients. 

    2. Report Content

    What specific fields/metrics do you expect in the usage report?

    Examples:

     

    Data volume consumed

    Number of documents

    Mailbox capacity vs. used

    File types / protocols involved (AS2, SFTP, VAN, API)

    Overages forecast

    Should the report highlight threshold breaches or near-capacity warnings?

    The similar report which is present in epm, which support used to download and share it with customer based on each mailbox , should be visible in Doc tracker so that customer can download it/view it. epm is having summary and detail report. The similar report should be added to doc tracking.

    3. Delivery & User Experience

    When you say “download/subscribe,” what options are required?

     

    Download as CSV? : Download as excel,pdf

    Email subscription? : yes, so that if user need email every month.

    Scheduled subscription (daily/weekly/monthly)? : Monthly

    Should the report be available directly in Doc Tracker UI or also via API? : Directly in Doc tracker

    4. Existing Pain Points

    What issues do users currently face with the monthly usage sent on the 10th? : Some customers need it even before 10th of every month, which is not possible for us to provide.  They have to depend on  support case for adding additonal users and for historic reports also they need support case.

    How many tickets does support typically receive for manual usage-report requests? : In 2025 156 tickets.

    5. Business Value

    How critical is this for customers from a business perspective—

     

    Avoid overages? : Yes

    Compliance? : Yes

    Cost control? : Yes

    Usage should be visible for every customer in the visibility tool. It increases user experience, prevent overages and better customer satisfaction.

    6. Role & Access

    Which user roles should be able to view or download the report? : All doc tracker users.

    (Admin only, or all Doc Tracker users?)

    Once I have this information, I will review it with our architecture and engineering teams and share the next steps, including prioritization and potential timelines.

    Reply
  • Guest
    Dec 9, 2025

    Hi Abida,

    Thank you for submitting this Request for Enhancement regarding “Usage Report for each client based on mailbox within the Doc Tracker application.”

    This is a valuable suggestion, especially as customers increasingly want more transparency into their mailbox usage and proactive controls to avoid overages.

    I’d like to gather a few more details so we can evaluate the requirement accurately and identify the best experience to deliver. Could you please help clarify the points below?

    1. Scope & Usage


    1. Do you want the usage report at individual mailbox level, partner level, or organization level?

    2. Should the report include historical usage (last 3, 6, 12 months) or only current-month data?

    2. Report Content

    1. What specific fields/metrics do you expect in the usage report?

      Examples:


      • Data volume consumed

      • Number of documents

      • Mailbox capacity vs. used

      • File types / protocols involved (AS2, SFTP, VAN, API)

      • Overages forecast


    2. Should the report highlight threshold breaches or near-capacity warnings?

    3. Delivery & User Experience

    1. When you say “download/subscribe,” what options are required?


      • Download as CSV?

      • Email subscription?

      • Scheduled subscription (daily/weekly/monthly)?


    2. Should the report be available directly in Doc Tracker UI or also via API?

    4. Existing Pain Points

    1. What issues do users currently face with the monthly usage sent on the 10th?

    2. How many tickets does support typically receive for manual usage-report requests?

    5. Business Value

    1. How critical is this for customers from a business perspective—


      • Avoid overages?

      • Compliance?

      • Cost control?

    6. Role & Access

    1. Which user roles should be able to view or download the report?

      (Admin only, or all Doc Tracker users?)

    Once I have this information, I will review it with our architecture and engineering teams and share the next steps, including prioritization and potential timelines.

    Thanks again for helping us improve the Doc Tracker experience.


    Regards,

    Manoj Panda

    Product Manager – Sterling B2Bi SaaS & VAN

    Reply

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