Viewing the history of client portals and staff portals

The User Accounts report includes a history of client portals and staff portals.

  1. In the Admin tab of the navigation pane, click the Reports link in the Utilities section.

    Note: If you don’t see this link, you don’t have access to this area.

  2. In the Reports list, select User Accounts.

    The report includes the following columns by default.

    Column Notes
    Login
    Name
    User Type

    The following user types might appear in this column: Firm Administrator, DT Client Portal, or DT Staff Portal.

    The primary DT Firm Portal administrator is the person who was designated as your firm?s DT Firm Portal administrator on the purchase agreement.
    Email
    Portal ID
    Account Created This column includes the date on which a DT Firm Portal administrator created the portal.
    Account Deleted If a DT Firm Portal administrator deleted a portal, this column includes the date on which the portal was deleted.
  3. Optional: Under Report Options, click the Customize button to add any of the following columns to the report: Last Login, Module, Enabled Date, and Expiration Date (for temporary portals created through DT Practice). You can also remove default columns from the report. If you include the following columns, you can further customize the report.
    Column Details
    User Type Mark and clear the checkboxes on the right to include only certain types of users in the report.
    Module

    Mark and clear the checkboxes on the right to include in the report only users who have access to certain modules. You can also include in the report only users who don’t have access to any modules.

    Note: The Additional Details pane includes headings for DT Client Portal modules and for DT Staff Portal modules. Modules that are available to both types of users are listed twice; for example, File Exchange appears in both the DT Client Portal Modules section and the DT Staff Portal Modules section.

Tips

  • To find a login, name, or email address, enter any part of a user’s name, login, or email address in the Find field.
  • Click a column heading to sort the report by the entries in that column.
  • To export the report to a spreadsheet application, click the Download a spreadsheet of this report button. DT Firm Portal creates a CSV file of the report.
  • To save or print the report, click the Download a PDF of this report button.
  • To refresh the report, click the Refresh button.

Related topics

DT Firm Portal reports

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