Skip to main content

Reporting on account activity

Learn how to use the Account Activity report, including filtering the report, saving filters, understanding report columns, managing report columns, and exporting report results.

 

Accessing the features mentioned in this article


Where can I find this feature using the top menu?

  • Reports > Account Activity
     

What more do I need to use this feature?

  • Admin or restricted permissions to View all Reports (or Account Activity) and Export Data.
     

Which Checkfront version supports this feature - classic items, classic products, or both?

  • This feature is available in both our classic items version (Inventory > Items) and our classic products version (Inventory > Products).  → Learn more about products

 

Account Activity Report Overview

Back to top

Account Activity dashboard displaying filtered system, booking, payment, and email logs with status updates for each event.

The Account Activity report is a detailed journal of all the events in your system. It can monitor Staff, Partner, and Customer activity and identify problems that may occur during regular system usage, such as email bounce errors or abandoned pre-bookings.

The report reflects what has changed in the system, but not what the change was. It does, however, provide the name of the User who made the change and the date and time of the change. Enough information to point you in the right direction!

In this article, we review the information and options presented, including the ability to filter the report, select which columns to display, and export it in PDF, CSV, and XLS formats.

 

Callout icon of pencil indicating an important note.

Know the following:

  • The system adds records to the Account Activity report if either of the following occurs:
    • Guests are added, removed, or updated.
    • You export reports in PDF, CSV, and XLS formats.
  • The system does not log Staff changes to time slots for item events and deleted notes.
  • The Account Activity report does not contain logs older than two years.
  • The booking Account Activity report stores information on bookings for 60 days after the system registers the booking as completed. Other information on the booking is stored permanently within the booking itself.

 

Callout icon of a cap and certificate, indicating additional learning resources.

Learn more about reporting

For a detailed look at your reporting options, check out the following articles:

 

Filtering account activity

Back to top

Customizing the Account Activity report to view targeted activity information from within the system is easy. Above the log, you notice several menu options as follows:  

 

Filtering by date

Account Activity report with the date filter expanded to select time ranges such as today, last week, or custom.

The system filters the Account Activity report by default to the Last 30 days. 

The Date filter preset options include All, Today, Yesterday, Last Week, Last 7 days, and Last Month.

You can report on a specific date or date range by choosing the Custom date option. This option opens a date selector that lets you select a specific date or a date range.

  1. Go to Reports > Account Activity.
  2. Select a date preset or the custom date option from the Date menu.
  3. View the filter report for relevant records.

 

Filtering by system log

Account Activity page showing the log filter dropdown for selecting system, booking, user account, and other log types.

The Log menu lets you filter the Account Activity report by system events, such as account logins, or by booking events. For example, sent emails and new bookings created or completed. 

  1. Go to Reports > Account Activity.
  2. Select an option from the Log menu.
  3. View the filter report for relevant records.
     

Here is the complete list of filter options.

Column Description
System

Filter for records of various system-level activities and platform changes. For example, updates to product and asset setup:

  • Asset : Mountain Bike - Adult_10 updated. Associated asset events have been unarchived.Mountain Bike - Large_10, available, [], [Jane.Smith]
Booking Filter for all class records related to bookings (email, booking, assignment). For example, Guest records, asset assignments, and sent email records.
Booking Changes Filter for records for booking class changes, such as pre-bookings created, new bookings created, and booking statuses changed.
User Account Filter for records related to user accounts.
Login Filter for records related to login attempts and activity.
Two Factor Filter for records related to User two-factor authentication (2FA). Learn more about 2FA here.
Email

Filter for records related to email events. For example, a sent email:

  • Booking Receipt For Fri Apr 10, 2026 (NKAN-310326)[Jane.Smith]
Email Bounces Filter for bounce email records. Bounced emails are messages that the system cannot deliver to the recipient’s mail server and returns them to the sender. 
Payment

Filter for records of payments processed. For example:

  • Payment CA$25.00 (ch_3TFdGHJB8PRBX31F0kCQZkcS)
Item

Filter for item class activity. For example, item setup:

  • Category Created Boats [Jane.Smith]
Setup

Filter for any setup event records. For example, asset setup:

  • Asset Pool Created: Mountain Bike - Adult [Jane.Smith]
Addon

Filter for any addon class records, for example, addon setup:

  • Addon UPDATED [Jane.Smith]
Customer Accounts Filter for records related to Customer account activity.
Voided Bookings

Filter for records of activity where Staff changes the booking status to Void. For example:

  • Voided NKAN-310326 [Jane Smith]
Notes

Filter for records of note activity. For example, notes added:

  • Jane.Smith@email.com, Re: Kayak Rentals - Sat Feb 17, 2024 (ZKLN-160224) [Jane.Smith]
Product

Filter for records related to product activities. For example, product setup or setup updates:

  • New Product Created: Mountain Bike Rentals [Jane.Smith]
Asset

Filter for records related to asset activities. For example, asset setup or setup updates:

  • Asset : Mountain Bike - Adult_6 updated. Associated asset events have been unarchived.Mountain Bike - Large_6, available, [], [Jane.Smith]
Assignment

Filter for records related to asset assignment activity. For example, booking assignments and updates:

  • Scenic Bus Tour (2026-04-01 00:00 - 24:00) Automatically Assigned: [Shuttle Bus_2] [Jane.Smith]

 

Filtering by system log for asset assignments

Activity report filtered for assignment logs highlighting the activity class and message.

You can filter for system logs related to asset assignments, for example, automatically or manually assigned assets.

  1. Go to Reports > Account Activity.
  2. Select the Assignment option from the Log menu.
  3. View the filter report for relevant records.

 

Filtering by Staff member

Account Activity page highlighting the staff filter used to narrow logs by specific team members.

The Staff log records activities and events created by a logged-in system Agent or Administrator. These records include account logins, password resets, and configuration changes. Events are held in the Staff log four weeks from creation.

Do you have a long list of Staff and Partners? You can quickly and easily find the person you want to filter for by entering their name into the keyword Search field at the top of the drop-down menu.

  1. Go to Reports > Account Activity.
  2. Select a Staff member from the Staff menu.
  3. View the filter report for relevant records.

 

Filtering by priority

Account Activity view demonstrating the priority filter options for information, warning, or error events.

The Priority menu lets you filter by information, warning, or error.  

You can combine the report filters to view all warnings on a particular Staff member's account within a specific date range.

  1. Go to Reports > Account Activity.
  2. Select an option from the Priority menu.
  3. View the filter report for relevant records.

 

Searching by keyword

Account Activity interface showing the search bar used to locate activity records by keyword such as Auckland.

The Search field allows you to search for keywords in the item/product that matches. Select the option to send email notifications from the Message field (plain text only, excluding any booking statuses, such as Pre-booking). Any other applied filters limit search results.

  1. Go to Reports > Account Activity.
  2. Enter a keyword in the Search field.
  3. View the filter report for relevant records.

 

Callout icon of a lightbulb and speech bubble, indicating a suggested solution.

Know the following:

  • Do you need to find all the manual adjustments to your account? Look for the word Adjusted in your account's Activity Log.

    These records log adjustments and the item or product corresponding to each adjustment.
  • You can also use your browser's search option to find information within the displayed records. Use Cmd + F (Mac) or Ctrl + F (PC) on your desktop keyboard.

    If you have more than one page of results returned, you must search each page using this method.

 

Clearing filters

Account Activity table with the clear filters option to reset all search and filter criteria.

You can clear your search and filtering by selecting the X icon within each filter or at the end of the filter row.

  1. Go to Reports > Account Activity.
  2. Select the Clear Filters (X) option next to the Search field.
  3. View the filter report for relevant records.

 

Remembering filters

Back to top

You can configure your account to retain your filter selections within most reports and features, so you don't have to select your preferred filters repeatedly.

 

Callout icon of a cap and certificate, indicating additional learning resources.

Learn more about user account profiles

For a detailed look at your Profile Filter settings, check out the following article:

 

Understanding report columns

Back to top

The system presents the Account Activity report in the following columns.

 

Column Description

Date

 

This value is the date and time of the event's occurrence.

 
Source

This value represents the origin of the event or source of the User that triggered the activity.

If a Staff member initiated the event, their nickname is listed here.

If created from an external website, Customer Booking page, or Booking Widget, then the log is labeled asWebsite

If the system triggered the event, then the source is Checkfront.

The system displays the originating IP address in the last two cases.

Using email notifications as an example:

  • If Staff manually changes the booking status and selects the option to send email notifications, the system sends an email notification from the Staff account.
  • The system labels scheduled emails with Checkfront as the source.
Class This value is the type of system activity the event is related to, e.g., ACCOUNT, BOOKING, or EMAIL.  
Event

This value is the event that has occurred in the system.  

A LOGIN_OAUTH event typically indicates a login through our mobile app.
ID This column displays the booking ID or the relevant item/product SKU.
Message Any extra information recorded at the time of the event. Information varies depending on the class and event.
Status This value indicates the booking status at the time the system creates the record if the event class is Booking.

 

Sorting the report

Click the header of any column to adjust the report's sort order.

  1. Go to Reports > Account Activity.
  2. Click the header of any column to sort the report by that column in ascending or descending order.
  3. View the sorted report for relevant records.

 

Managing report columns

Back to top

Account Activity screen highlighting the edit columns button for managing displayed table fields.

On the right side of the screen, you see an icon labeled Edit columns. 

  1. Click this icon to open the Columns management modal.

 Columns settings panel allowing users to customize visible data fields in the Account Activity report.

  1. Deselect any columns you don't want to include from the Columns management modal.
  2. Reorder the columns by clicking the pattern of dots to the left of each column and moving it to a new position.

 

Exporting account activity

Back to top

Account Activity dashboard showing the export option for downloading log data.

You can export your Activity Log using the link in the top right corner.

 

Export settings window where users can choose file format, column visibility, and data range.

In the Export modal, you can enter a report name and choose the output format.  

 

Save As

Allows you to specify the export file name. By default, the file name is the report name. You can edit the file name by focusing on the Save as field and entering a different name.

 

Format

Export the report to MS Excel (XLSX), CSV (Comma-separated Value), PDF (Portable Document Format), or XML (eXtensible Markup Language).

 

Save To

You can save the report to your Computer, Email, or Google Drive.

 

Callout icon of pencil indicating an important note.

Sending emailed exports

The system sends emailed exports as links to the files securely hosted in Google Cloud Storage.

 

Callout icon of a cap and certificate, indicating additional learning resources.

Learn more about Google Drive

For a detailed look at exporting to Google Drive, check out the following article:

 

Columns

Choose to Export Visible columns or All columns (if there are columns you have chosen to hide in the online report view.

 

Max Rows

Limit the maximum number of rows to Export (Max Rows) or Export All Rows. 

 

Formatting

Using ISO Dates allows you to choose the date format in the Export.

  • When selected, you see the format YYYY-DD-MM, for example, 2020-06-09.
  • When not selected, you see the format configured with the Date Format setting (Manage > Setup > Locale).