NetFirm CS portal activity reports

NetFirm CS portal activity reports

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NetFirm CS reports can help you manage client portals and staff portals, determine when users last changed their passwords, and more.

NetStaff CS administrators and NetStaff CS users who have access to the Utilities tab have the ability to run the following reports. To access these reports, click Admin, then Reports in the Utilities section.

To learn about a report, see the related topic.

Report Related topic
Active User Sessions Determining which users are logged in to their portals
Billing Report Viewing the Billing Report
Hosted CBS Companies Viewing the history of hosted CBS client companies
File Exchange Activity Viewing File Exchange activity
Linked Users Determining which portals are linked
Login History Viewing a history of portal logins
NetClient CS Modules Determining which users have access to each module
NetStaff CS Modules

Determining which users have access to each module

Determining which client portals a staff member can view

Password Reset History Determining when users last changed their passwords
Space Usage Viewing your firm’s disk space usage
Terms and Conditions Determining which users accepted the terms and conditions
User Accounts Viewing the history of client portals and staff portals
Web Employee/ESS Users Finding information about Employee Self-Service or Web Employee users

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