Custom Reports in the Account Dashboard

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Nextpoint Dashboard Administrators now have the ability to generate User Activity Reports, Database List Reports, and other Custom Reports.

 


Locating the Custom Reports Tab

  1. From the top-left drop-down in your Nextpoint database, click Manage Account.  Don't see Manage Account? Please contact your firm's Nextpoint administrator or Client Success Director.

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  2. Once in the Account Dashboard, click on the tab titled Custom Reports.

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Utilizing Custom Reports

1 | Initiate Report 2 | Select Report Type 3 | Settings 4 | Generate Report

Create New Report

Once in the Custom Reports tab of your Account Dashboard, click the green Create Report button at the top right.  

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A modal will pop-up with a list of report type options and their associated settings.

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Miscellaneous Notes on User Activity Report

  • All dates/times are in the UTC time zone.
  • Data for each day ranges from midnight of the Date column day to midnight of the next day.
  • First/Last/Total Activity are app-wide metrics. They are tracked for each user across all of Nextpoint, and can’t be filtered by database, project, or account.
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