As an Organisation Administrator, you can access the following reports:
From the Organisation Details tab
User Activity Report – a screen view of the number of times users have sent information to recipients and when the recipient has first viewed the information.
Click “CSV Export” to generate a detailed report in Excel.
From the Branches tab
Screen view Branch Name and invitation status. The invitation has either been accepted or not. If not, there is the option to resend invitation.
Hover over “invited” to see the name and email address of the Branch Administrator.
Click “Download Report” to generate a report in Excel. This report shows Branch set up Status and how they have customised their email and SMS content, uploaded their logo, and their generic email. This will also assist identifying where there is a third-party email address that cannot be authenticated.
From the Users tab
The screen view shows all users and administrators, invitation status, number of times signed in and last date signed in. This will assist in high level monitoring of User activity.
You can filter your view by user, email, branch or “Invited by” (this refers to the Organisation Administrator who has invited the branches).
Click “Download Report” to generate the report in Excel.