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 Knowledge Base

How to Monitor User Activities Using the Activity Dashboard or Operations Report

You can review the latest activities that took place in the establishment through the dashboard or the user operations report.

Steps

  1. Review the last 5 activities from the dashboard

    • Go to Dashboard.
    • Scroll down the page until you find the Recent Activities section.
    • You will find activity information such as:
      • Member Email: The email address of the user who performed the activity.
      • Activity: A description of the nature of the activity (such as adding an invoice or modifying an account).
      • Module: The section where the activity took place.
      • Date and Time: The timing of the activity execution.
  2. Review detailed activities through the User Operations Report

    • Go to Reports.
    • Select User Operations Report.
    • A detailed list of all operations performed on the system will appear.

Additional Notes

  • The User Operations Report cannot be exported to an Excel file.
  • Make sure you have access permission to the report if it is not visible to you.
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