Account Overview Report

Account Overview Report

The Account Overview Report provides an overview of the company's Forsta Plus account and license usage - who in the company has access, when they last logged on etc. It thereby allows the company administrator to check whether the company is taking full advantage of their Forsta Plus access. The report is available only to Professional users who have the Company Administrator access permission. It will therefore be available only to a restricted minority of users in the company.

The report is built in Forsta Studio, and is provided "as-is"; it cannot be edited or adjusted.

To access the report for your company, click the Account Overview tile in the Forsta Plus Home page. Note that this tile will only be visible to you if you have access permission.

The Account Overview page for your company opens - .

Figure 1 - Example of the Account Overview page for a company

Scroll down to view the various tables on the page. These are:

• Account information - gives the renewal date, the file library limit and usage, survey data usage, SmartHub limit and usage, and the multimedia limit and usage.
• Professional Users - lists the Professional users registered for your company along with relevant information for each user. You can click on the column headings to sort the list in ascending or descending order. The number of licenses is given beside the header, in this example 125 users.

• - Indicates this user has Administrator rights.
• Last login - gives a rough indication of how long ago the user was last logged in to Forsta Plus. To see the exact date, hover the mouse pointer over the text.
• Designer, API User etc. - indicated which access permissions the user has.
• Has 2FA - indicates that this user has 2-factor authentication activated for their account.
• Expiry - gives an overview of when the user's account is due to expire.
• Standard Users - shows all of the currently active user accounts for standard users and when they will expire. You can click on the column headings to sort the list in ascending or descending order. The number of licenses is given beside the header.
• Translator Users - shows all of the currently active user accounts for translator users and when they will expire. You can click on the column headings to sort the list in ascending or descending order. The number of licenses is given beside the header.
• Reporting Licenses - shows the number of allocated reporting licenses for end users against the total number of available licenses purchased.
• Multimode licenses - shows the number of available CAPI and CATI licenses (for CAPI, usage is restricted by the total number of concurrently activated devices, for CATI the restriction is based on the total number of concurrently logged in interviewers).
• Burst Seats - Your company will have purchased a specified number of user licenses for this part of the application. However, on agreement, your company may use additional licenses for short periods - bursts. This indicates if / how many burst seats are in use.
• Activated Add-ons - shows all of the currently activated add-on modules that are enabled for your company's account. You can expand the titles to view a more detailed description.
• Activated Flex Extensions - shows all of the currently activated Flex Extensions that are enabled for your account. You can expand the titles to view a more detailed description.

Printing

You can print the report; click the Print button in the upper-left corner of the report page. A Print setup page opens. Select the settings as appropriate and click Print.

Exporting Data

You can export the various tables in the report individually to Excel. Click the Widget Options button in the upper-right corner of a table - to open the drop-down menu, then select Export.

Figure 2 - The Widget Options drop-down menu

A "file open" button appears at the lower-left corner of the window. Click the button to open the exported file, or right-click on it to open a menu and select an option as appropriate.

Additional Information

Click the Widget Options button for a table and select Info to open a pop-up with information about the table.