Generating Portal Reports

You can generate the following reports for Portal:

Report Name	Report Content
File Count	Displays the number of files stored in your firm's portal as a whole
File List	Lists all of the files that are stored in the collaboration area for a specified portal
Files Not Accessed	Lists all of the files that have not been downloaded or checked out from a specified portal
Firm User Access	Lists all of the portals that each firm user has access to
Portal Administrators	Lists the email addresses of all the portal administrators
Portal Approvers	Lists the firm users assigned as portal approvers for each portal
Portal List	Lists all of the portals that the firm has created
Portal Storage	Displays information about the amount of storage space being used for each portal
Portal Usage	Displays information about how often clients access their portals
Portal Users	Displays information about all users for a selected portal or all portals
Portal Users - Never Logged In	Displays information about portal users who have never logged in to each portal
Uploaded and Checked-in Files Report	Lists all files uploaded or checked in to a selected portal or all portals within a specified date range

These reports can be saved, printed, and exported so that you can share them with other staff members.

Note: You can only run reports for clients for whom you have access rights.

To generate a portal report, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click Portal reports under Reports.
2. Choose the report you want to generate from the Select a report list.
3. Enter the client for whom you want to generate the report in the Client sort name  box. The system attempts to match the name you type with a client sort name in the database. When you see the correct client name, select it.

Note: Not all reports can be run for individual portals.

4. Click . The report displays in the lower part of the window.
5. You can do any of the following as needed in the report:
   • Update the report. Click to regenerate the report with updated data.
   • Print the report. Click.
   • Save the report. Click the arrow beside the button, and then click the format you want to save the file in. You can select an PDF, CSV, or Microsoft^® Excel^® file format.
   • Search for specific text in the report. Click , and then enter the text to search for. Click Next to search for the next instance of the text in the report.

   Tip: If you need to be able to refer to the report again in the future, print or save it before closing the Portal Reports window. The report is not saved in Portal once you close the Portal Reports window.

6. Close the Portal Reports window to exit.