How can I see whether my portal customers are engaging?

Use the Portal Activities report (Activity category). It shows all actions taken by customers through the Customer Portal — including invoices viewed, payments made, and documents downloaded. Use it to identify your most active portal customers and follow up with those who have not logged in.

The Customer Reviews report (Activity category) shows ratings and reviews submitted through the portal, giving you a direct measure of customer satisfaction.

Learn more about Activity Reports.