Reports: Account Activity

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Plan Availability: ✓ Soho | ✓ Pro | ✓ Plus | ✓ Enterprise | ✓ Flex |
Locate: Reports > Account Activity
Prerequisites: Admin permissions or restricted permissions to View all reports (or Account Activity) and Export Data.

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The Account Activity report is a comprehensive journal of all the events that occur 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 will review the information and options presented including the ability to filter the report, choose which Columns are displayed, and Export the report.

 

Staff changes to Time Slots for Item Events and deleted Notes are not logged.

 

Learn more about your reporting options here: Getting Started with Reporting: Overview Getting Started with Reporting: FAQ

 

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It's easy to customize the Account Activity report to view targeted activity information from within the system. Above the log you will notice several menu options as follows:  

 

By default, the Account Activity report is filtered for the Last 30 days. 

The Date filter preset options provided 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 the desired date or date range.

  

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 initiated/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 for, by entering a keyword Search... at the top of the drop-down menu.

  

The Staff log records activities and events initiated 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.

  

The Priority menu enables you to 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.

 

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.

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 though, you will have to 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.

 

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You can configure your personal 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: Accounts: Profile

 

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Your Account Activity report is divided into the following columns:

 

Date and time of the event's occurrence.  

 

Who initiated the event. If created by a Staff member, their nickname will be listed here. If created from an external website, [website] will be shown. In both cases, the originating IP address will also be displayed.  

 

The type of system activity the event is related to e.g. ACCOUNT, BOOKING, EMAIL.  

 

Identifies the event that has occurred in the system.  

 

This column will display the booking ID or item SKU where relevant.  

 

Any extra information recorded at the time of the event.  

 

 Click on the top of any Column to adjust the sort order of the report based on that Column.

 

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Over on the right side of the screen, you will see an icon labelled Edit columns. This provides access to the Columns management modal.

 

From the Columns management window, simply deselect any Columns you don't wish to include.

Reorder Columns by clicking on the pattern of dots to the left of each one and moving it into a new position.

 

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

 

From Export modal, you are able to enter a name for the report and choose the output format.  

 

- Save As

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 if needed by placing focus on the Save as field and entering the desired name.

 

- Format

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

 

- Save To

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.

 

- Columns

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

 

- Max Rows

Choose to limit the maximum number of rows to Export (Max Rows) or choose to Export All Rows. 

 

- Formatting

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 as configured with the Date Format setting (Manage > Setup > Locale).