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This article applies to:

  • Product: CoCounsel
  • Audiences: Tax professionals

Generate a usage report in CoCounsel

Administrators can generate usage reports to monitor user activity.
You must have administrator permissions to generate a usage report.
  2. Open the
    Account
     menu.
  3. Select
    Organization settings
    .
  4. Select
    Metrics
    .
  5. Select
    Export
    .
  6. Select
    User usage report
    .
  7. Select
    CSV
     or
    XLSX
    .
  8. Select a date range.
  9. Select
    Export
    .
CoCounsel downloads the report in the selected format.
You can also select
All user details
 to export the user activity table. This export includes the dashboard's active search, seat status, role, subscription, and date filters.