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
    .
  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
      .
  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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