Review client engagement, approval turnaround and delivery outcomes.
Per Account × PortalSite × ClientUser: 30-day login count, document downloads, approvals submitted, comments posted. Drills from Account into ClientUser into the per-event ClientActivities grain. The Account Manager's daily landing report.
Engagement and audit · View preview
| Occurred At | Client User | Activity Type | Related Table | From IP |
|---|---|---|---|---|
| 15 Sep | EJ | Login | RT-325 | FI-850 |
| 10 Sep | JF | LoginFailed | RT-937 | FI-718 |
| 01 Sep | AN | MagicLinkRedeemed | RT-206 | FI-200 |
| 05 Sep | BM | DocumentDownloaded | RT-626 | FI-766 |
| 09 Sep | MR | ApprovalSubmitted | RT-449 | FI-340 |
| 21 Aug | HV | CommentPosted | RT-812 | FI-424 |
Per ApprovalRequest type (Deliverable, ChangeOrder, Invoice, Milestone): mean and p90 hours from RequestedAt to DecidedAt, broken down by PortalProject and RequestedFromClient. Surfaces slow approvers and slow approval categories.
Client decisions · View preview
Per RequiresAcknowledgment DocumentShare in the trailing 90 days: recipients, downloaded count, acknowledged count, percent acknowledged. Surfaces shares not landing with the right audience.
Project documents · View preview
| Share Number | Document Name | Category | Portal Project | Published At | Requires Acknowledgment |
|---|---|---|---|---|---|
| DS-96451 | Document 896 | Deliverable | PP-3433 | 05 Sep | ✓ |
| DS-43860 | Document 501 | Invoice | PP-2327 | 27 Sep | ✓ |
| DS-34124 | Document 895 | Contract | PP-3562 | 21 Sep | no |
| DS-11286 | Document 572 | Report | PP-8855 | 14 Sep | no |
| DS-38888 | Document 756 | Reference | PP-9641 | 08 Sep | ✓ |
| DS-95682 | Document 373 | Other | PP-5005 | 20 Sep | no |
Per Account × ClientUser: LastLoginAt, days since login, ClientRole, assigned Account Manager. The list driving the monthly re-engagement campaign.
Engagement and audit · View preview
| Occurred At | Client User | Activity Type | Related Table | From IP |
|---|---|---|---|---|
| 15 Sep | EJ | Login | RT-325 | FI-850 |
| 10 Sep | JF | LoginFailed | RT-937 | FI-718 |
| 01 Sep | AN | MagicLinkRedeemed | RT-206 | FI-200 |
| 05 Sep | BM | DocumentDownloaded | RT-626 | FI-766 |
| 09 Sep | MR | ApprovalSubmitted | RT-449 | FI-340 |
| 21 Aug | HV | CommentPosted | RT-812 | FI-424 |
Per PortalSite: total invited, activated, active-30-day, active-7-day, with invite-to-activate and activate-to-engaged conversion rates. The Portal Manager's adoption KPI.
Portal branding and access · View preview
| Portal Code | Name | Account | Subdomain Slug | Custom Domain | OAuth Provider |
|---|---|---|---|---|---|
| PC-539 | Site 281 | ACC-549 | SS-294 | CD-543 | None |
| PC-803 | Site 504 | ACC-389 | SS-446 | CD-382 | |
| PC-628 | Site 498 | ACC-775 | SS-270 | CD-689 | Microsoft |
| PC-341 | Site 146 | ACC-163 | SS-796 | CD-264 | Okta |
| PC-352 | Site 528 | ACC-598 | SS-591 | CD-439 | OneLogin |
| PC-886 | Site 577 | ACC-840 | SS-422 | CD-345 | None |
Every ApprovalDecision in the period with ApprovalRequest, Type, ClientUser, Decision, SignedAt, FromIP, and the source-record callback status. The auditable decision register.
Client decisions · View preview
Per EmailTemplate per PortalSite per week: sends, opens (via DigestOpen MagicLinks redemption), bounces (via integration callback). Surfaces template fatigue and deliverability issues.
Portal branding and access · View preview
| Portal Code | Name | Account | Subdomain Slug | Custom Domain | OAuth Provider |
|---|---|---|---|---|---|
| PC-539 | Site 281 | ACC-549 | SS-294 | CD-543 | None |
| PC-803 | Site 504 | ACC-389 | SS-446 | CD-382 | |
| PC-628 | Site 498 | ACC-775 | SS-270 | CD-689 | Microsoft |
| PC-341 | Site 146 | ACC-163 | SS-796 | CD-264 | Okta |
| PC-352 | Site 528 | ACC-598 | SS-591 | CD-439 | OneLogin |
| PC-886 | Site 577 | ACC-840 | SS-422 | CD-345 | None |
Per PortalProject in the trailing 30 days: open threads, replies, ClientUser participants, internal participants, mean time-to-first-reply. Surfaces stalled threads and disengaged projects.
Conversations · View preview
| Posted At | Parent Type | Portal Project | Author Client User | Author Internal User |
|---|---|---|---|---|
| DocumentShare | PP-2886 | GK | AIU-378 | |
| ApprovalRequest | PP-4603 | LR | AIU-370 | |
| StatusUpdate | PP-1143 | WZ | AIU-379 | |
| DocumentShare | PP-5825 | NN | AIU-639 | |
| ApprovalRequest | PP-5299 | UD | AIU-496 | |
| StatusUpdate | PP-1444 | EC | AIU-571 |
No reports are assigned to this role. Select Everyone to see all reports.
Use eligible recipients and distinct client actions for adoption and acknowledgment reporting. Provider sends and bounces come from NotificationDeliveries. Callback state remains part of the decision audit.
Per Account × PortalSite × ClientUser: 30-day login count, document downloads, approvals submitted, comments posted. Drills from Account into ClientUser into the per-event ClientActivities grain. The Account Manager's daily landing report.
read by Project Manager
| Occurred At | Client User | Activity Type | Related Table | From IP |
|---|---|---|---|---|
| 15 Sep | EJ | Login | RT-325 | FI-850 |
| 10 Sep | JF | LoginFailed | RT-937 | FI-718 |
| 01 Sep | AN | MagicLinkRedeemed | RT-206 | FI-200 |
| 05 Sep | BM | DocumentDownloaded | RT-626 | FI-766 |
| 09 Sep | MR | ApprovalSubmitted | RT-449 | FI-340 |
| 21 Aug | HV | CommentPosted | RT-812 | FI-424 |
Per ApprovalRequest type (Deliverable, ChangeOrder, Invoice, Milestone): mean and p90 hours from RequestedAt to DecidedAt, broken down by PortalProject and RequestedFromClient. Surfaces slow approvers and slow approval categories.
Per RequiresAcknowledgment DocumentShare in the trailing 90 days: recipients, downloaded count, acknowledged count, percent acknowledged. Surfaces shares not landing with the right audience.
| Share Number | Document Name | Category | Portal Project | Published At | Requires Acknowledgment |
|---|---|---|---|---|---|
| DS-96451 | Document 896 | Deliverable | PP-3433 | 05 Sep | ✓ |
| DS-43860 | Document 501 | Invoice | PP-2327 | 27 Sep | ✓ |
| DS-34124 | Document 895 | Contract | PP-3562 | 21 Sep | no |
| DS-11286 | Document 572 | Report | PP-8855 | 14 Sep | no |
| DS-38888 | Document 756 | Reference | PP-9641 | 08 Sep | ✓ |
| DS-95682 | Document 373 | Other | PP-5005 | 20 Sep | no |
Per Account × ClientUser: LastLoginAt, days since login, ClientRole, assigned Account Manager. The list driving the monthly re-engagement campaign.
read by Portal Manager
| Occurred At | Client User | Activity Type | Related Table | From IP |
|---|---|---|---|---|
| 15 Sep | EJ | Login | RT-325 | FI-850 |
| 10 Sep | JF | LoginFailed | RT-937 | FI-718 |
| 01 Sep | AN | MagicLinkRedeemed | RT-206 | FI-200 |
| 05 Sep | BM | DocumentDownloaded | RT-626 | FI-766 |
| 09 Sep | MR | ApprovalSubmitted | RT-449 | FI-340 |
| 21 Aug | HV | CommentPosted | RT-812 | FI-424 |
Per PortalSite: total invited, activated, active-30-day, active-7-day, with invite-to-activate and activate-to-engaged conversion rates. The Portal Manager's adoption KPI.
| Portal Code | Name | Account | Subdomain Slug | Custom Domain | OAuth Provider |
|---|---|---|---|---|---|
| PC-539 | Site 281 | ACC-549 | SS-294 | CD-543 | None |
| PC-803 | Site 504 | ACC-389 | SS-446 | CD-382 | |
| PC-628 | Site 498 | ACC-775 | SS-270 | CD-689 | Microsoft |
| PC-341 | Site 146 | ACC-163 | SS-796 | CD-264 | Okta |
| PC-352 | Site 528 | ACC-598 | SS-591 | CD-439 | OneLogin |
| PC-886 | Site 577 | ACC-840 | SS-422 | CD-345 | None |
Every ApprovalDecision in the period with ApprovalRequest, Type, ClientUser, Decision, SignedAt, FromIP, and the source-record callback status. The auditable decision register.
Per EmailTemplate per PortalSite per week: sends, opens (via DigestOpen MagicLinks redemption), bounces (via integration callback). Surfaces template fatigue and deliverability issues.
read by Portal Manager
| Portal Code | Name | Account | Subdomain Slug | Custom Domain | OAuth Provider |
|---|---|---|---|---|---|
| PC-539 | Site 281 | ACC-549 | SS-294 | CD-543 | None |
| PC-803 | Site 504 | ACC-389 | SS-446 | CD-382 | |
| PC-628 | Site 498 | ACC-775 | SS-270 | CD-689 | Microsoft |
| PC-341 | Site 146 | ACC-163 | SS-796 | CD-264 | Okta |
| PC-352 | Site 528 | ACC-598 | SS-591 | CD-439 | OneLogin |
| PC-886 | Site 577 | ACC-840 | SS-422 | CD-345 | None |
Per PortalProject in the trailing 30 days: open threads, replies, ClientUser participants, internal participants, mean time-to-first-reply. Surfaces stalled threads and disengaged projects.
read by Internal Collaborator
| Posted At | Parent Type | Portal Project | Author Client User | Author Internal User |
|---|---|---|---|---|
| DocumentShare | PP-2886 | GK | AIU-378 | |
| ApprovalRequest | PP-4603 | LR | AIU-370 | |
| StatusUpdate | PP-1143 | WZ | AIU-379 | |
| DocumentShare | PP-5825 | NN | AIU-639 | |
| ApprovalRequest | PP-5299 | UD | AIU-496 | |
| StatusUpdate | PP-1444 | EC | AIU-571 |
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