This article applies to: All Firm Users
The User Activity and Status report gives a number of insights into the status of professional and client accounts, as well as user engagement with the dashboard.
License Consumption
An overview of the status of professional user licenses.
Note: By default, the Inactive column is deactivated; to view, click the label in the chart legend at the bottom.
Client Adoption
An overview of the status of client users.
Note: By default, the Inactive column is deactivated; to view, click the label in the chart legend at the bottom.
User Activity
A chart showing the last activity for both professional and client users. This provides an overview of engagement with the dashboard.
To display one or both lines on this chart, click the labels respectively.
License Utilization
Provides an overview of firm professionals' engagement with the dashboard. A high proportion of Utilization >60 days indicates that many team members are not utilizing the platform regularly.
Firm Users in Active Engagements
This chart shows the number of users grouped by the number of active engagements they are assigned to. A high number of users with 8+ active engagements may indicate a need to modify start/end dates or a reallocation of resources.
Status of Firm Users, by Division
An overview of the registration status of professional users, categorized by their Division.
Note: This chart will show only one bar, "Main", if your organization does not have Divisions set up in the dashboard.