This guide will walk you through understanding and using the User Activity Report interface to monitor user actions across the platform. It’s especially useful for administrators tracking audit trails, managing compliance, or investigating specific events.
User Activity Report | What’s Next?
We’re continuing to enhance the User Activity Report and are currently exploring ways to provide better visibility into the parent associations behind each activity. This will help uncover deeper context and streamline tracking across users and workflows.
We’d love your input!
If there are other capabilities or insights you’d like to see in this report, please share your ideas with us. Your feedback plays a key role in shaping the tools you use every day.
📅 Time Period Selection
Purpose:
Filter user activity by a specific date range.
How to Use:
Click the calendar icon under Time Period.
Choose a start and end date.
You can chose a preset default or custom time range
🔍 Search Filters
Search by Activity:
Use this field to search for specific activities such as "appointment," "form," or "treatment".
Supports keyword-based filtering.
Role Filter:
Narrow the report to specific user roles like Administrators, Technicians, etc.
User Filter:
Focus on actions taken by a specific user (e.g., Linda W).
📊 Report Table Overview
Each row in the table represents an individual user action. Here's how to interpret the columns:
Column | Description |
Date | The timestamp when the action occurred (e.g., 01/23/2025, 11:32 AM). |
User | The name of the person who performed the action. |
Role | The user’s role during the action (e.g., Administrator). |
Activity Detail | A summary of what the user did, such as creating, deleting, or modifying items. |
Additional Activity... | Extended details (if applicable), often showing related content (e.g., template names, email recipients). |
🔄 Common Activities Shown
Here are some examples of typical actions and what they indicate:
Activity | What It Means |
Added/Deleted Treatment | User created or removed a treatment record. |
Created Appointment | A new appointment was scheduled, often with additional details. |
Sent Form | The user sent a form (e.g., to a client's email). |
📥 Downloading Reports
Click the Download button to export the filtered activity list in CSV or PDF format
Useful for offline audits, historical logs, or sharing with other teams.
🔄 Generate Report View
After setting filters:
Click the View Report button.
The table will refresh to show only matching activities.
🔗 Additional Options
Click on User Activity CSV (top-right) to access a preformatted CSV export.
Column headers can often be sorted (indicated by sort icons next to "Date", "User", etc.).