Using the activity log


After reading this topic, you will know:

  • How to select date ranges for your search.
  • Which categories you can filter by.
  • How to apply filters and search while using them.

 

Only the Business owner has access to the logs. The business owner is the first user that is created for the business. This tool gives you an audit trail of changes made by people in your company for actions including but not limited to updating document statuses and deleting old or redundant data.

To find the activity log:

  1. Go to the Manage users tab.
  2. Select Activity log from the top navigation.
    We present this information in a table, and you can search or filter by any of these table columns. In some cases, you can also filter by certain criteria which we’ll share in a separate list.

All activity log table columns

  • Date
    Choose a singular date within the activity log. You can view any activity within that date. This is particularly useful for end of year processes or if you need to check the date of a certain document.
  • Edited by
    This will show you who made the change.
  • Type
    View the type of activity.
  • Old (applies to changes made)
    View the changed field before the changes (e.g. previous statuses for documents, previous names).
  • New (applies to changes made)
    View the changed field after the changes (e.g. new statuses for documents, new names).
  • Activity
    You can view a range of activities. This includes seeing when a user last accessed your business (i.e. when they last logged in) or when they updated a client. You can also check when an event was created, updated, deleted, or completed. Use this with other filters for best results.

Table columns you can filter by

You can filter table columns by Date, Edited by, Type, and Activity. However, you are unable to filter by Old or New.

How to search across all data

You can choose to search for activity between two previous dates. These can include the present day but cannot account for future dates. This applies even if you have invoices or documents set for future use.
You can also search via a user’s name, and the activity carried out by that user. For example, if Jane Smith changed the name of a customer from ‘John’ to ‘Joe’, you can search for Jane Smith. You can also search for the activity itself.


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