The Activity Log is your organization's audit trail: who did what and when. It helps you audit changes, understand what happened to a rental or a payment, and review your team's work.
Where it is
In the sidebar, Management group, go to Activity.
What it records
Each line says who did the action, what they did and on what. For example, "Ana updated a rental". The actions you will see are:
- Create, update and delete.
- View, export and import.
- Change the status of a record.
- Change a user's permissions or invite someone.
- Log in and log out.
Resources can be products, customers, rentals, payments, users, the organization, branches, categories and settings.
Activity is grouped by day, with the Today and Yesterday labels for the most recent.
Filter the log
With the filters you can narrow down by:
- Resource type: for example, only payments.
- User.
- Date.
- Limit of records to load. If you do not see what you are looking for, raise the limit.
On top you see how many records are in the current view, how many resource types they touched and how many users had activity.
Export to CSV
Use Export CSV to download what you are viewing. The file includes date, user, action, resource type, resource ID and details, so you can review it in a spreadsheet or keep it as a backup.