Sage intacct advisory
New client activity tabs in Usage insights—Consoles
View client activity within Sage Intacct with new Usage insights tabs. Explore activity across transactions, login patterns, banking, subscriptions, platform usage, and more to stay current on client activity and deliver better-informed advisory services.
Key benefits
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Consolidated client activity: View client subscriptions, users, transactions, banking, and platform app activity all in one place.
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Informed advisory: Spot trends in client transactions, banking, and login data to deliver targeted services and support client needs.
What's changed
7 new Usage insights tabs provide a comprehensive view of client activity.
- View Subscriptions
- View Entities & Users
- View Transactions
- View Transaction Trends
- View Banking
- View Login Activity
- View Platform Apps
For more information, go to About Usage insights.
How it works
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Go to My practice > All > Practice metrics > Client insight.
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Select a tab to view more information.
Permissions and other requirements
| Subscription |
Company |
|---|---|
| Regional availability |
All regions |
| User type |
Business user with admin privileges |
| Permissions |
Administration
|
