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Question

Portfolios License Archiving Process

  • December 11, 2025
  • 1 reply
  • 26 views

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We are evaluating the most cost effective way to manage our licenses so are currently defining an archive process based mostly on lack of use.  I’d also like to downgrade a Portfolio-R/W license to a View Only license if I could tell if the user has not made any data updates in the past three months or so.   Does anyone know a way to do this?

We are also considering alternative solutions like report subscriptions to keep licensing costs down and wonder if others have pursued this or any other solutions?

Thanks!

1 reply

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  • Bronze Active Participant
  • January 6, 2026

FYI: There is a tile called “Users” that shows last login.

I wrote a quick script (attached to tile) that shows last users where last login was > x days. We also check for users where maybe the resource got disabled but the user didn’t. I’ve not done data update checks, but it sounds doable using a custom script. 

We are doing some reporting outside Portfolios using API’s.