Learn how to use the Account Activity report, including filtering the report, saving filters, understanding report columns, managing report columns, and exporting report results.
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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, new or both?
- The Account Activity report is available to both those using items (Inventory > Items), a key feature of our classic version of Checkfront, and those using products (Inventory > Products), a key feature of our newest version of Checkfront.
New to Checkfront - Products ✨
Products (Inventory > Products) is the successor feature to (Inventory > Items) and is available in our newest version of Checkfront.
Not yet on our newest version and interested in upgrading? Please get in touch with our Technical Support team for more information.
Discover more product-related help articles here: Products (New).
Report overviewBack to top
The Account Activity report is a detailed journal of all the events in your system. It can be used to monitor Staff, Partner, and Customer activity, as well as locate and identify problems that might 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 that made the change and the date and time that the change was made. 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, choose which Columns are displayed, and Export the report.
Learn more about your reporting options here:
Filtering account activityBack to top
It's easy to customize the Account Activity report to view targeted activity information from within the system. Above the log, you notice several menu options as follows:
Filtering by date
By default, the Account Activity report is filtered for 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 select date or date range by choosing the Custom option. This opens a date selector from which you can select a specific date or range.
Filtering by system log
This menu allows you to filter the Account Activity report by either system events, such as account login, or booking events, such as emails being sent out and new bookings being created/completed.
The booking Account Activity report stores information on bookings for 60 days after the completion of the booking. Other information on the booking is stored permanently within the booking itself.
Quickly and easily find the option you want to filter by doing a keyword Search... at the top of the drop-down menu.
Filtering by Staff member
The Staff log records activities and events created by a logged-in system Agent or Administrator. This includes account logins, password resets, and configuration changes. Events are held in the Staff log for 4 weeks from the date they were created.
Have a long list of Staff and Partners? Quickly and easily find the person you want to filter for by entering their name into the keyword Search... at the top of the drop-down.
Filtering by priority
The Priority menu lets you filter by information, warning, or error.
You can, of course, combine the report filters to view, say, all warnings on a particular Staff member's account between a specific date range.
Searching by keyword
The Search field allows you to Search by keyword through the Message field (plain text only, excluding any booking statuses, such as Pre-booking). This Search is limited by any other filters applied.
Need to search for all the manual adjustments to your account? Search by the word Adjusted in the Activity Log of your account.
This lists all the adjustments made and which Item or Product matches that adjustment.
You can also use the search option within your browser to find information within 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.
Clear your search and filtering by selecting the X icon within each filter or at the end of the filter row.
Remembering filtersBack to top
You can configure your account to retain your filter selections within most reports and features so that you don't have to repeatedly select your preferred filters.
Learn more about your Profile Filter settings here:
Understanding report columns
Your Account Activity report is divided into the following columns.
This is the date and time of the event's occurrence.
|This represents the origin of the event. If created by a Staff member, then their nickname is listed here. If created from an external website, then [website] is shown. In both cases, the originating IP address is also displayed.|
|Class||This is the type of system activity the event is related to, e.g. ACCOUNT, BOOKING, EMAIL.|
|This is the event that has occurred in the system.||A LOGIN_OAUTHevent most commonly indicates a login through our mobile app.|
|ID||This column displays the booking ID or item/product SKU where relevant.|
|Message||Any extra information recorded at the time of the event.|
Sorting the report
Click the header of any column to adjust the sort order of the report.
Records are added to the Account Activity report if Guests are added, removed, or updated.
Managing report columnsBack to top
Over on the right side of the screen, you see an icon labelled Edit columns. This provides access to the Columns management modal.
From the Columns management modal, deselect any columns you don't wish to include.
Reorder the columns by clicking on the pattern of dots to the left of each one and moving it into a new position.
Exporting account activityBack to top
You can export your Activity Log using the link in the top right corner.
From Export modal, you can enter a name for the report and choose the output format.
Allows you to specify the name of the Export file. By default, the file name is the name of the report. You can edit the name of the file by placing focus on the Save as field and entering a different name.
Export report to MS Excel (XLSX), CSV (Comma-separated Value), PDF (Portable Document Format) or XML (eXtensible Markup Language).
The report can be saved to your Computer, Email, or Google Drive.
Emailed Exports are sent as links to the files securely hosted in Google Cloud Storage.
Learn more about exporting to Google Drive here:
Choose to Export Visible columns or All columns (if there are columns you have chosen to hide in the online report view.
Choose to limit the maximum number of rows to Export (Max Rows) or choose to Export All Rows.
Use ISO Dates allows you to choose the format of dates within 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).