Activity Logs

Activity Logs records the actions people take in the system, for example logging in, creating or updating a case, approving a payment or changing a setting. The page heading is Activity Log.

To open it: in the left menu, click Report > Activity Logs.

You only see your own actions, unless your role can view everyone's activity.

Permissions

Set in Role & Permission:

Item	Permission
Activity Logs menu, list and Export	Reports > View case activity logs
Everyone's activity, not only your own	Activity Logs > View all

1. Search

Click the magnifier and type a name or phone number to find the actions of one person. The list updates after you stop typing.

2. Export

Downloads the log as a CSV file that you can open in Excel. The current search and filter are applied. The file has the Datetime, Name, Action Type and User Role.

3. Action type

Choose an action, for example Agent Login or Case Updated, to show only that action. Click × to show all again.

4. Activity table

The newest actions are shown first. Click Datetime or Action Type to sort.

Column	What it shows
Datetime	When the action happened
Name	Who did it, with their phone number
Action Type	What they did
User Role	Agent, Customer or System (done automatically by the system)

5. View

Opens the details of the action. See Activity details.

6. Pages

Use Results per page and the page numbers to move between pages.

Activity details

1. Details: the Datetime, Name, Action Type and User Role.
2. Old Data: what the record looked like before the action.
3. Show more: long data is cut short. Click Show more to see all of it, and Hide to make it short again.
4. New Data: what the record looked like after the action.
5. Close: closes the window. There is also a Close button at the bottom.

What Data Changes shows depends on the action:

Action	Old Data	New Data
Something is created	Empty	The new record
Something is updated	The fields before the change	The same fields after the change
Something is deleted	The deleted record	Empty
Login	Empty	Empty

Passwords and other secret values are hidden.