Kolleno provides visibility into user and customer access activity through downloadable logs available in Reports > Kolleno Insights. These logs help you monitor when and how your customers accessed the customer portal.
📍 Steps to Access the Logs
Go to Reports in the main navigation.
Select Kolleno Insights.
Download the report labeled Access Logs or similar.
Open the report in Excel or your preferred spreadsheet tool.
📄 Understanding the Report Columns:
The exported Excel report contains the following columns:
Column Name | Description |
Date | Timestamp of the access event (UTC timezone). |
Action | The action recorded — typically “Customer Portal Access.” |
Customer | The name of the customer the log relates to. |
IP Address | Public IP address used to do the action. |
User Agent | Browser and device information. Helpful for identifying unusual access. |
Related Object | Such as the Invoice or Credit Note reference (if relevant for the action). |
Is From Customer Portal | Indicates whether the access came via the customer portal. |
User | Email address of the user who logged in *or* the customer's contact person if sign-in was required. |
✅ Types of Actions Tracked
Action Name | Description |
Customer Portal Access | When a customer portal is accessed. |
Invoice Download | PDF download of an invoice. |
Credit Note Download | PDF download of a credit note. |
Open Items Statement Download | Export of a customer’s open items stement. |
Transactions Statement Download | Export of the customer’s transactions statement. |
🛡️ Use Cases
Security audits – Track unusual access times, IPs, or devices.
Support investigations – Confirm whether and when a customer accessed their account.
Compliance – Maintain access logs as part of data protection procedures.