Onvio usage reports

Onvio can provide usage data, including a list of active user sessions, login history, and information on which users have accepted the terms and conditions for using Onvio.
Access to this data is controlled via permission groups. If you have permissions to view Onvio usage data, choose
Reporting
then
Onvio Usage
.
Choose a tab on the Onvio Usage screen to view relevant information.
Tab
Data
Active User Sessions
Lists all Onvio users who are currently logged in.
Login History
Lists users who have logged into their portals, with their last login times and IP addresses. Click the info button for a user to view additional login history.
note
The data provided on this report is limited to a period of six months prior to the current date.
Terms & Conditions
Shows when users accepted the terms and conditions defined by your firm.
Registration Status
Shows clients, contacts, and staff who have been sent an Onvio registration email message, as well as their account registration date (if completed).
  • On each tab, you can use the
    Show/Hide Columns
    to add or remove columns from the screen.
  • Select
    Export
    to send the data to a file in .XLSX format.
  • Select a column heading to sort on that column.