Access your firm's usage activities within Asset-Map Platform or a specific user's production activity as well (if they are part of your firm).
Click your likeness in the upper right area
Select Team Settings, then Activity to view the Activity Information chart
The chart reviews the past rolling 30 days of activity for either the firm or the specific user.
The color-coded list of activities at the top of the screen serve as switches that isolate the specific activity when clicked. Click an activity to view it on the chart.
Clicking the color switch again brings back all of the activity on the chart.
The quantity of each activity for the prior rolling 30 days is listed on the left
For a single advisor's activity search for them in the search field. Click "Get Activity"
9/2021