Skip to main content
Administration
Search
Search CoCounsel Support Help and Support.

This article applies to:

  • Product: CoCounsel
  • Audiences: Tax professionals

Metrics page (administrators only)

Use the Metrics page to monitor CoCounsel usage, review seat status, and export activity reports for your organization.
CoCounsel administrators can view user activity, including individual and organization-wide usage analytics, and download usage reports.
note
The Metrics dashboard doesn’t display the content of individual users' conversations.

How to access

Open the
Account
Organization settings
Metrics
.

Metrics dashboard

The
Metrics
 page displays a searchable table of user activity. By default, the dashboard includes all seats and activity from the last 30 days.
Review seat status
Select a seat status to filter the users shown in the table:
  • All seats
    : All seats are available in your organization's account.
  • Active
    : Users who signed in during the selected period and had at least 1 conversation, used a workspace, created a tax return project with an uploaded document, or created an advisory project with details.
  • Dormant
    : Users who didn’t complete a qualifying activity during the selected period, regardless of whether they signed in.
  • Invited
    : Users who received a seat invitation during the selected period.
  • Disabled
    : Users who were deleted from your organization's account.
note
A dormant user is not the same as a disabled user. A dormant user still has an account but didn’t complete qualifying activity during the selected period.
Review user activity
The table provides the following information:
  • Rank
    : The user's relative position based on activity points. Higher-effort activities, such as starting conversations and creating templates, receive more points than routine activities, such as sending messages. The most active user ranks first.
  • User
    : The user's name and email address
  • Role
    : Whether the user is an administrator or user
  • Status
    : Active, Dormant, Invited, or Disabled
  • Last activity
    : The user's most recent recorded activity during the selected period
  • Last login
    : The user's most recent sign-in date. This date is not limited to the selected period.
  • New conversations
  • Messages sent
  • Last message sent
  • Workspaces used
  • Projects created
  • Templates used
  • Templates created
  • Documents uploaded
  • Ready to Advise units consumed
  • Ready to Review units consumed
Additional columns may be available by scrolling across the table. A double dash (--) means a value is unavailable.
Search, filter, and sort
Use
Search by name
 to find a user by name or email address.
Select
Filter
 to narrow the results by role or subscription. Select
Save filters
 to apply your selections.
Select
Sort by
 to arrange users in ascending or descending order by a supported field. Table column headings don’t sort the results.
Select an activity period
The dashboard displays activity from the last 30 days by default.
Select
Activity: Last 30 days
 to choose a custom date range. The range cannot include future dates and can span up to 365 days.
Changing the activity period can change user statuses, ranks, and activity totals.
Export reports
Select
Export
 to download a CSV or XLSX report.
Available export types include:
  • All user details
  • Conversations
  • Messages
  • User usage report
  • Client project conversation activity
  • Client project workspaces activity
All user details
 includes the active search, seat status, role, subscription, and date filters. It doesn’t preserve the table's selected sort order or current page.
The other report types use the selected date range but don’t apply the dashboard's search, seat status, role, or subscription filters. Select a specific date range before exporting these reports.

Metrics best practices

  • Use
    Dormant
     to identify users who may need assistance or whose seats may need review.
  • Compare the same date ranges over time to understand how usage is changing.
  • Compare
    New conversations
     and
    Messages sent
     to identify users who may be engaging in more follow-up activity.
  • Export reports to create pivot tables, prepare leadership updates, or conduct additional analysis.
  • Consider asking active users to help colleagues who are newer to CoCounsel.
note
The Metrics dashboard doesn't support deleting or reassigning users. Complete these actions under
Organization settings
Users
.