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View Usage Statistics within Asset-Map
View Usage Statistics within Asset-Map

The previous rolling 30 days of productivity

Michael Schwabe avatar
Written by Michael Schwabe
Updated over 3 years ago

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

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