016 — Account Manager Portal: Reports¶
A dedicated Reports area for reviewing activity across the platform. Today it contains one report — more may be added here over time.
Persistence Report¶
Screen name: Persistence Report Business purpose: See who has been active on the platform, and when — a login/activity record you can filter and export. Who uses it: Account Managers, Business Administrators. Navigation path: Sidebar → Reports → Persistence Report.
📷 Screenshot Placeholder
File: images/amp-persistence-report.png
Description: The Persistence Report screen — mode toggle, search/filter bar, results table and
the Export to Excel button.
Choosing who to report on¶
| Mode | Shows |
|---|---|
| Client users | Sign-ins by your customers' portal users |
| Internal users | Sign-ins by SAMTIA employees |
| All users | Both, combined |
Narrowing the results¶
| Tool | What it does |
|---|---|
| Search | Finds by name |
| Users | Restricts to one or more specific people |
| Date range | Restricts to sign-ins between two dates |
Exporting¶
Click Export to Excel to download the currently filtered results as a spreadsheet — useful for sharing activity with someone who does not have access to the portal, or for record-keeping.
Business rules¶
- The report reflects the same login activity that drives the "first sign-in" notification described in 013 — this is where you go to see the full history rather than just the latest event.
- The export always matches whatever filters are currently applied on screen.
Tips¶
- Use Client users mode when a customer disputes who signed in and when — it is the authoritative record.
- Export before changing filters further if you need a snapshot of a specific view; the export is not saved anywhere in the portal afterwards.