More Power Over Your Data: Enhanced Admin Tools for Custom Reports
We’ve expanded the capabilities of our Admin Tools & Features, giving Admins and Representatives more control over the data they extract from their client list(s).
Previously, users could only export/download reports containing basic information such as first name, last name, email, status, package, and last login date. With this enhancement, Admins and Reps can now select from a wider array of fields to create more detailed and customized reports.
New Reportable Fields:
Admins and representatives can now add the following data points to their client list reports:
- Vault Type
- Template
- Reference Number
- Middle Name
- Usage
- Multi-Factor Authentication (MFA)
- Date of Creation
- Inbound Email
- Phone Number
- Entities Number
- Address
- Notes
- Company
- Title
- Co-owner Information: Associated co-owners, their status, and details of the vaults they co-own (if applicable)
These new options provide comprehensive reporting capabilities, offering better insight into client data and vault activity. This enhancement empowers admins and representatives to customize reports to meet their specific needs, giving them complete control over the data they manage.
How to download this report?
- Go to your Vault / Client list.
- Select "All" or the group you would like to download.
- Select "Actions"
Contact your Customer Success Team for support on how to use this feature.