Exporting User Access and User Activity Reports | ClearPoint Strategy

Exporting User Access and User Activity Reports

If you ever need to generate a record of user access and activity in ClearPoint, you can easily export a report to Excel. User Activity Reports detail the number of activities by scorecard, user, and activity type. Soft deleted scorecards will be included in the User Activity report. User Access Reports show user type and level of access to each scorecard.

First, click on Users and Groups from under System Settings.

Click to open the Add User dropdown menu.

Click on the type of user report you would like to generate. In the window that appears, confirm that you would like to generate the report.

You will receive the user report as an Excel attachment via email.