Stakeholder tracking reports
The Stakeholder Tracking Report provides data on your stakeholders use of the Portal.
There are 2 versions available:
Web
The web report provides data on your stakeholders use of the Web Portal.
- Change the timeframe using the calendar icon in the right hand corner
- Run Report
The data is presented in a table listing each Stakeholder that's used the Web Portal within the defined time period and how many times they've used it.
Selecting a data point provides information on:
- What part of the portal they have viewed:
- The portal home page
- A specific matter
- The matters reference (if applicable)
- The date of usage
Click Export to download the data in a .csv file.
Mobile App
The mobile app report provides data on your stakeholders use of the client mobile app.
- Change the timeframe using the calendar icon in the right hand corner
- Run Report
The data is presented in a table listing each Stakeholder that's used the mobile app within the defined time period and how many times they've used it.
Selecting a data point provides information on:
- What part of the portal they have viewed:
- The portal home page
- A specific matter
- A specific matters task list
- A specific matters document list
- A specific matters form widgets
- The matter reference (if applicable)
- The date of usage
Click Export to download the data in a .csv file.