Read reports and changes
A company’s reports
Section titled “A company’s reports”Click Reporting on a company’s row, or on its Settings. Choose the report from the menu:
| Report | Shows |
|---|---|
| Company-Wide Report | The users counted by the company-wide mapping, with their email |
| Agreement Addition Report | Each mapped addition with the users it counts, or each user with the additions they count on |
| M365 Licenses Report | Each Microsoft 365 license with its users, or each user with their licenses (Microsoft 365 companies only) |
| Addition Change Logs | Per addition, its count at each invoice and the users added and removed, with the date of each change |
| All Reports | All of the above |
Sort by first or last name, and Group By User or Group By License/Addition. Reports can be exported to Excel. An addition not yet invoiced since it was mapped says it is Waiting for first invoicing. Show Upcoming Changes Only narrows the change log to the changes since the last invoice.
Changes across all companies
Section titled “Changes across all companies”ConnectActive’s Changes tab lists, for every company, the addition changes made since each was last invoiced: Changes Since Last Invoicing. It is the place to check before running invoices. A company’s changes show only once its mappings have had their first invoice after it was set up in ConnectActive.
Export every company
Section titled “Export every company”On the Active Syncs tab, Export All Reports builds an Excel report for each company and downloads them together in one Zip file.
Give a client access to their reports
Section titled “Give a client access to their reports”Clients can read their own reports, read-only, at MyUserList.com.
- On the company’s Reporting page, click Customer Report Access.
- Enter the client’s contact’s email under MyUserList.com Access and click Add. The address must be a Microsoft or Google sign-in; aliases and distribution lists do not work.
- Choose what they may see: User Report, License Report, Change Log, User-based Invoice Line Item Reports, and whether they may export to Excel or add and remove users.
Your own members with ConnectActive are enrolled for every active company automatically. Pricing on the same page shows what the service costs: a flat fee per month, charged only in months in which a client account read a report, after a 90-day free trial that starts the first time a client account reads one. With no client accounts added, which is the default, there is no charge.