Lesson #145
Connect – Activity Log function
RB9 tracks activities by contacts and resources on MR Connect. This interactive report lists firms and their contacts or your resources who use your MR Connect and MR Connect Mobile (MRCM), and how often they access your MR Connect site during a specified period.
Monitor user activity
Activity Log defaults to listing all of the firms whose contacts accessed your main MR Connect site during the current month to date. The results show the number of times each firm’s contacts accessed your site during the month, with additional columns for the current year and a grand total column. At the bottom of the list is a grand total row for how many times all of your clients accessed your MR Connect during the month.
You can click any firm name in the report to have it expand to list all of the firm’s contacts who accessed your site through either MR Connect or MRCM. And you can export the results as an Excel spreadsheet to save, print, share, or use in other applications.
You can change the Activity Log’s search criteria to view resource-side activity instead. You can also change the date range you want to view activity for. If you choose a longer date range, the initial results will be the year’s total, and you can drill down to see the month-by-month breakdown. If desired, you can have the interactive report break down the results by year, quarter, and month instead.
If you have additional MR Connect sites, you can view the same activity breakdowns for each of those sites.
NOTE: This is an MR9-only function. It is not included in MR Lite.
TL;DR: See who is using your MR Connect and MR Connect Mobile and how often they access it.
MR concepts in this lesson
Contact: Person who works for a firm you do business with.
Firm: Company you do business with.
MR Connect: Online repository, calendar, and access to your office for clients and resources. More >
MR Connect Mobile: Clients and resources can access your MR Connect on their smartphones and tablets in an interface optimized for mobile devices. More >
Resource: Person or thing that provides your business with a service.
