Client Portal Reporting

Reporting and Searching on the Client Portal can be an effective tool to review usage data and control updates on bulk.

• Monitor Client Usage
• Recent Activity on the Client Portal
• User Reports/Advanced Searches on Portal clients

Monitor Client Usage

• Navigate to Settings > Client Portal > Monitor Client Usage
• This screen will provide ongoing reporting on clients who are regularly logging in and how long they are spending inside the Portal - keep in mind, if clients are deemed to be 'inactive' they will be logged out to ensure their information is kept secure

Recent Activity on the Client Portal

• Navigate to Settings > Client Portal > Client Recent Activities
• Once updates have been accepted through Client Updates on Portal, you will see a list of these accepted updates summarised here:

User Reports/Advanced Searches on Portal clients

• A list of clients who currently have access to the Portal can be run through a User Report or Advanced Search with this filter: