Portal Access Report

If and when the last time a Contact logged on to the Investor Portal can be found using the Portal Access Report. This report could be used to determine if a specific contact has logged on to the portal or to obtain a list of all the contacts in an Investing Entity that have or have not logged on. This report can be filtered by Investing Entity, Investor, and if the Contact has logged on or not. This report can be exported as a CSV file.

Steps

1. In the navigation bar, click Reports.
2. Click the tile that says ‘Last Portal Access’.
3. Select the Investing Entity.
4. If desired, select the Investor.
5. If desired, select Contacts.
6. If desired, select a Portal Access (Yes/No).
7. The results will load as the filters are selected.
8. The results can be exported as a CSV file by clicking ‘Export’.
9. To reset the report, click ‘Clear Filters’.