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About the Organization Level Activity Log Report
The Activity Log Report at the Organization level will show all activity/tasks that have been completed within an Organization, or Company. Activities that can be completed within an Organization, including Project Tasks, will be captured as a task on the Activity Log. It is important to note that the Activity Log Report is also available as a Project Level Report.
The Organization Level Activity Log can only be accessed by Organization Admins and Organization User's with the elevated Site Level Permission to "View Organization Reports"
The Filters
- By Task = A selection window of all tasks that are available. Multiple Tasks can be selected by holding CTRL on the keyboard and selecting with the mouse.
- By Date From = The beginning date to search/filter for activities (defaults to current date when Activity Log Report is opened)
- By Date To = The end date to search/filter for activities (defaults to current date when Activity Log Report is opened)
- By Project Member = A dropdown that is populated by Site Users. Start typing to search for a user.
- By Description = A text field that can be used to search for a specific description or keyword.
- By Site Member (Organization) / Project = This dropdown will show the Organization that the report is being generated for. The Project dropdown is a listing of all projects within that Organization.
- By Subcontractor (User Company) = A dropdown populated by Site User Companies. Start typing to search for a User Company.
- By Task (Delete, Move, Update etc...) = A text field that can be used to search for Task keywords. Examples would include Delete, Move, Update, Create, etc.
Once filters have been applied, using the Run button will run the filters on the project data and return results for viewing.
Viewing the Results
Once the filters are entered, use the Run button to apply the entered filters to the available data. The preview grid will populate with the results based on the entered filter criteria.
Additionally, the report can be exported as a .csv file by selecting the Export to CSV option in the preview grid or as an .xls
Additional Resources
Project Level Activity Log Report