This is a read-only preliminary check.Do not export, upload, or send business records. Write down only the approximate storage figures you see.
What this platform may hold
Know what you are measuring.
- Inbox conversations
- Replies, notes, and attachments
- Customers and companies
- Tags, workflows, and Docs content
Permissions requiredUser with Reports: View reports permission
The user must also have access to every Inbox included in the report.
Start in the source systemGo to secure.helpscout.net and sign in.
Use the authorized role listed above, then keep this Steady Data guide open beside the portal and follow the visual steps below.
Open Help Scout Opens the source system in a new tab. Never share your password with Steady Data. Official vendor instructionsWant the vendor's full documentation? Open any source below without losing this guide.
Each link opens in a new tab. Check your data volumeFollow these steps.
Product screens can change. Follow the verified labels and use the linked vendor sources if your layout differs.
01Open All Channels report
Sign in with the authorized role and follow Help Scout → Reports → All Channels.
Help ScoutReportsAll Channels Stay in the read-only summary. Do not download, delete, or open individual records. Help Scout · original navigation mapStep 1
Open All Channels reportExample layout
Search settings and reports
02Capture the headline volume
Record total conversations, customers helped, and conversations per day for the broadest authorized range.
All Channels reportOverview Report visibility follows Inbox permissions; partial Inbox sets must be labeled partial. Help Scout · original navigation mapStep 2
Capture the headline volumeExample layout
Record this figureStorage overviewYour used storage
UsedTotal limit
03Review the breakdown
Review email, chat, phone, Inbox, tag, and user or team concentration.
All Channels reportDetails Aggregate totals are enough for the free valuation. Do not submit raw business records. Help Scout · original navigation mapStep 3
Review the breakdownExample layout
Compare the largest sourcesEmail or recordsLargest
Files and attachmentsReview
Shared contentReview
04Record scope and history
Write down plan, date range, Inboxes included, channel totals, restricted Inboxes, and date checked.
Standard plans can report on a defined recent period; higher plans may expose lifetime reporting. Record plan and range. Help Scout · original navigation mapStep 4
Record scope and historyExample layout
EmailMailbox usage
FilesStorage used
SitesTotal usage
Write down each service separatelyUsed vs. limitRecord what is used—not just what is available.
Help Scout reports activity rather than one byte-size storage total. Use conversations, customers, channels, and attachment scope.
Historical coverageStorage size does not equal record age.
Standard plans can report on a defined recent period; higher plans may expose lifetime reporting. Record plan and range.
TroubleshootingCommon reasons your screen may differ.
The report looks low+
Confirm selected Inboxes, channels, and date range.
Lifetime reporting is unavailable+
Record the maximum available history without extrapolating.
Prepare or export data only after authorization.
Help Scout reporting export
Reporting exports include conversation-level fields but generally not full conversation threads.
Permissions and safeguardsObtain report permission for every approved Inbox and define period, channels, and metadata-versus-content needs.
1. Reports2. Choose report3. Set filters4. Export
Typical output: CSV or XLSX reporting export.
Official sourcesVerify the latest vendor guidance.
These official pages were used to verify this guide. Vendor interfaces and permissions can change.