NetStaff CS and NetFirm CS Administration
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 |
| 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 | |
| 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 |
| Employee Self-Service Users | Finding information about Employee Self-Service users |
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Firms cannot export any NetFirm reports over 1000 records. Enter a SNOW ticket for the TRTA Platform Analysts and they can export the report. They will provide the report to the support rep to give to the firm.