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Utilities and Reports

View the User Accounts report to show a history of client and staff portals

  1. On the
    Admin
     tab of the Navigation pane, select
    Reports
     in the Utilities section.
  2. In the Reports list, select
    User Accounts
    .
    note
    The following are default columns in the User Accounts report.
    • Login
      .
    • Name
      .
    • User Type
       —
      For example, Firm Administrator, NetClient CS, NetStaff CS, or Employee Self-Service.
       You can find the primary NetFirm CS administrator on the purchase agreement.
    • Email
      .
    • Portal ID
      — used mostly with Software as a Service (SaaS), Virtual Client Office, and Virtual Office. You can use it to identify who owns a folder. For example, in Virtual Office CS Microsoft Word, select
      File
      ,
      Open
      , and copy a
      Portal ID
       from the list to the
      Find
       field on this report
      .
    • Account Created
       /
      Account Deleted
       — the date a NetFirm CS administrator created or deleted the portal.
  3. Under Report Options, select
    Customize
     and choose the columns you want to include.
    • Last Login
      .
    • Module
      .
    • Enabled Date
      .
    • Expiration Date
       (for temporary portals created through Practice CS)
    • User Type
      .
    • Module
      .
      note
      The
      Additional Details
       pane includes headings for NetClient CS modules and for NetStaff CS modules. You'll find modules available to both listed twice.
  4. Use
    Find
     to get a sign in, name, or email address for a person.
  5. Select a column to sort the report.
  6. To export the report as a CSV file, select
    Download a spreadsheet of this report
    .
  7. To save or print the report, select
    Download a PDF of this report
    .
  8. To update the report, select
    Refresh
    .

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