How do I create a report?
Create reports to track detailed data for the various aspects of your products.
Before you begin: You must be assigned an Admin or Super admin role to perform this task.
- Sign in to GoTo Admin.
- From , select + Create report.
- Complete each field of the form. Here are the various report types you can choose from depending on your product licenses:
Account reports Description Activity Shows a summary of each user's product usage. User status Shows the product/tier assignment(s), user group(s), and current activity status of each user on the account.Note:
- Current status can be customized by adjusting the time threshold for the inactivity timer in account settings.
- Activity includes any time a user signs in to a GoTo app. It does not include physical phone usage.
- Optional: If you want the report to be emailed to you automatically on a recurring basis, enable the Send scheduled report feature and complete each field of the form.
- Select Create report when complete.
What to do next: Download your reports.