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Retail Agent Access Utilization Summary Report

A utilization report is available for tracking metrics on the use of the retail agent access portal. The User Session Logging option must be selected on the Utility menu > SETUP > Setup Console > Retail Agent Access > Configuration > General > General Configurations screen. For more information please see Retail Agent Access General Configuration.

To Run a Utilization Report

  1. On the Utility menu, click SETUP.
  2. In the Setup Console, click Retail Agent Access > Utilization. The Utilization Summary Report screen is displayed.

  1. In the Report Data Range area, select a From and To date by clicking the Calendar icon. Select a date range no longer than one year.
  2. Once a date range has been selected, click Get Data. The Usage Summary, User Activity Breakdown, Top Accounts and Top Users areas are then populated with the data from the selected date range.

Related Topics

Retail Agent Access General Configuration

Retail Agent Access Main Menu