Activity Reports

The Activity Reports keeps track of all of the transactions that happen on your site (going back 18 months). You can view recent transactions, run CSV-formatted reports, create scheduled reports, or view user sessions to find out what has been happening on your site.

Latest Report

Control Panel > Activity Reports > Latest Activity

The Latest Activity report displays the latest two weeks of transactions that have occurred on your site with the most recent at the top. At the top of the list are two drop-down buttons. The Refresh link will refresh the results, showing any transactions that may have occurred since you first came to the page. Show filters will display a filter menu for filtering the Latest Activity entries by Transaction Type, Workspace(s), or User(s). After filtering, you can Clear or Edit the filter in the yellow bar.

Create Report

Control Panel > Activity Reports > Create Reports

The Create Report feature allows you to generate CSV-formatted reports for any of the transactions that happen on your site up to 18 months ago. To create a report:

- Under Select Transaction Type, select the type of transaction you want to get a report on or select All Transactions. 

- You can select one or more specific workspaces to run a report on by typing the name(s) of the workspaces into the Filter By Workspaces field or selecting from the dropdown menu. A list of workspaces matching what you've typed so far will be displayed and you can click to auto-complete. Or, leave blank for all workspaces.

- Do the same for users (select a user or leave blank for all users).

- Set your date range.

- If you wish to add an additional report, click +Add Another and select the criteria as above.

- Click Create Reports.

This will generate a report that will automatically download to your browser's default download folder and then open in Excel (or whichever program you prefer), showing you the transactions that have occurred that match your criteria. If you selected multiple reports, a Zip archive is downloaded which must first be unzipped to access the reports within.

Scheduled Reports

Control Panel > Audit Report > Scheduled Reports

This feature allows you to have reports automatically created and emailed to you (or any of your users) on a regular schedule, providing an easy way to review past transactions or for archiving purposes. If you wish to keep a record of your site transactions longer than 18 months, this is a good method to receive regular reports for saving. To create a Scheduled Report:

- Click Add Scheduled Report.

- Add a name for your report. Note the naming criteria listed below the "Enter Report Name" field. 

- Under "Report Frequency and Delivery Time", enter the frequency with which you wish to receive reports, and the hour and AM/PM you wish to receive them.

- Under "Select Additional Recipients", add additional user(s) you wish to receive the report. You will automatically receive it unless you check "Exclude myself from receiving reports?".

- On the right, add the reports you wish to be sent. Choose the Transaction Type, Workspace(s), and/or User(s).

- If you wish to add additional reports to this schedule, click +Add Another. Note: If you wish for the additional reports to be on a different schedule, just create a separate Scheduled Report for them.

- When finished, click Save.

Reports will then be generated and emailed to the selected recipients at the define intervals. The reports will contain the transactions for the previous period defined by the delivery frequency, e.g. a report scheduled for Fridays at 6:00pm will contain all of the transaction for the prior week starting the previous Friday at 6:00pm.