Usage Reports

The usage reports section provides exportable reports on user engagement, workspaces, and actions across your portal. Get key business insights from reports to drive efficiency, identify bottlenecks, and more. 

These usage reports provide both current and historical data that can be downloaded for any date range up to 31 days at a time. 




How To Access Usage Reports

  1. Click on Tools, from the top navigation bar.

 

  1. Click on Usage, in the rightmost section under the Reports tab.


Client Engagement 

Report Goal: 

The objective of this report is to provide a summary of how much clients have been engaging in your portal. These report metrics can be utilized to compare engagement across various periods, discern trends, or pinpoint high-usage activities.

How to Use:

This report provides a daily breakdown of client engagement in terms of active users, sessions, and types of interactions, plus per user averages across these categories. You can download the report by selecting the time period. 


Internal User Engagement 

Report Goal: 

The objective of the report is to provide a summary of how much internal users have been engaging in your portal. These metrics can be utilized to compare engagement across various periods, discern trends, or pinpoint high-usage activities.

How to Use:

This report provides a daily breakdown of internal user engagement in terms of active users, sessions, and types of interactions, plus per user averages across these categories. You can download the report by selecting the time period. 


Client Coverage

Report Goal: 

The objective of this report is to provide a snapshot of how each internal user manages their clients. 100% coverage is achieved when an internal user has engaged with their clients in a workspace through actions, messages, or meetings. Use this report to get insights into resource allocation or team performance. 

How to Use:

This report summarizes how many clients each internal user engaged with during the period, the types of interactions, and average daily client engagement. You can download the report by selecting the time period. 


Workspace List

Report Goal:

The objective of this report is to provide a summary of all open and closed workspaces in your portal, for a certain time period. Use this report to track efficiency, determine priorities, identify bottlenecks, and more across your workspaces. 

How to Use:

This report can be downloaded for a specific period and provides a summary for any workspace that was created or updated during the selected time period.


Action List

Report Goal: 

The objective of this report is to provide a summary of all open and closed actions in your portal, for a certain time period. Use this report to understand what actions need your attention, pinpoint trends, track efficiency, and more. 

How to Use:

This report can be downloaded for a specific period and provides a summary of any actions that were created or updated during the selected time period.