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How do I use the 'Actions' report?

The "Actions" report2:15

"How do I use the "Actions" report?"

The "Actions" report shows you who's been doing what in your org, including creates, saves, deletes, undeletes, and log ins.

To see an "Actions" report:

  1. First, open your org on: MenuOrgs
  2. Then tap: ReportsActions
  3. At first, you'll see a pie chart showing all actions by everyone in your org, over the last 30 days.
  4. When you hover your mouse over the pie chart, you'll see the numbers of each person's actions, by action type. The numbers helps you to quickly see who's doing what.
  5. Then when you tap any pie chart segment, it slides out on the right, showing a drill-through to all the actions the person did.
  6. When you tap a person's pie segment, in the history list you see the most recent 25 of their actions.
  7. You can tap through to more pages of results (at the bottom of the page). More pages of results lets you see all of the person's actions over the last 30 days.
  8. When you tap a row, you'll see even more details.
  9. To only see actions that happened with-in 7 days, tap:
    Show settingsDatesPrevious 7 days
  10. To see any actions from only a set of selected people, tap:
    Show settingsShow people
  11. Then Ctrl+Tap the people you want to see actions for.
  12. To see a table of numbers instead of a pie chart, tap:
    Show settingsShow grid
  13. And finally, to see a count of only one type of action, like "Saves", tap:
    Show settingsActionsSaves

There's a lot of settings you can adjust to help you find exactly the info you're looking for.

Keep in mind that:

  • The "Actions" report is only available to people with org admin permissions.

And that's it! That's everything you need to know about using "Actions" reports!

Updated: Thu, 19 Oct 2023.

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www.1st.money/help/Org/How_do_I_use_the_'Actions'_report