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  4. Reporting on account activity

How to filter the account activity report

Updated

You can filter the account activity report to view targeted activity information from within the system.

Read further to learn how to filter the account activity report, including filtering by date, system log, staff member, priority, remembering filters, or finding answers to frequently asked questions.

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New to the account activity report? Read the article Reporting on account activity to learn more.

 

Filtering account activity

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Follow these quick steps to filter the account activity report:

  1. Go to the Account Activity report (Analytics > Account Activity).
  2. Select one or more of the available filters.

    Account Activity filter menu for staff expanded. The dropdown shows staff options including Jane, John, and Leah. The arrow highlights the staff filter field.

  3. View the results in the table below.

    Account Activity log filtered to show results for staff member Jane. The table lists her login, logout, export, and password change events with timestamps, sources, and messages.

 

Filtering by date

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Account Activity page showing the date filter menu expanded, with options like Today, Yesterday, Last week, Last 30 days, and Custom. The arrow highlights the

The default view for the activity report displays events from the last 30 days.

The Date filter preset options include All, Today, Yesterday, Last week, Last 7 days, and Last month.

You can report on a select date or range by choosing the Custom option. This option opens a date selector from which you can select a specific date or range.

 

Filtering by system log

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Account Activity log filter menu expanded. Options include System, Booking, Booking Changes, User Account, Login, Two-Factor, and Email. The arrow highlights the log filter field.

This menu allows you to filter the account activity report by either system events, such as account login, or booking events, such as sent emails and created or completed bookings.

You can report on booking account activity for 60 days after completing the booking.

By performing a keyword search at the top of the dropdown menu, you can quickly and easily find the option you want to filter. 

 

Filtering by staff member

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Account Activity staff filter menu expanded with a dropdown list of available staff. Options include Jane, John, and Leah. The arrow highlights the staff filter field.

The staff log records activities and events created by a logged-in system agent or administrator. This report includes account logins, password resets, and configuration changes. Events are held in the staff log four weeks from creation.

Have a long list of staff and partners? You can quickly and easily find the person you want to filter for by entering their name into the keyword search at the top of the dropdown menu.

 

Filtering by priority

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Account Activity priority filter menu expanded with options Information, Warning, and Error. The arrow highlights the priority filter selection field.

The priority menu lets you filter by information, warning, or error.

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Example Report Use Case

You can combine report filters to view all warnings on a particular staff member's account between a specific date range.

 

Remembering filters

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Profile settings page under Account Settings showing filter options. Choices include

You can configure your account to retain your filter selections within most reports and features, so you don't have to select your preferred filters repeatedly.

You can have filter selections remembered for future visits by selecting either of the Remember last-used filters options in your Profile (Account > Profile > Account Settings).

 

Frequently asked questions

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Where can I quickly find this feature using the menu?

  • Analytics > Account Activity