What Is the User Activity Report?

The User Activity report, found on the Fundraising/Analysis page, allows you to view the creation and editing activity of specific users. This report is useful for identifying what a user in your account has been up to within your specified date range.

If you’d like to see the individual transactions that the user edited, you can click on them to take you over to the Transactions report.

If you’d like to see which individual or organization records were edited, you can do so with Advanced Search.

1. Click on the Add/Search menu, then Advanced Search.
2. First rule:

• Area: Organizations
• Field: Editor
• Relationship: Is Any Of
• Value: [User in ISP]

3. Click Add Rule.
4. Click New Search Group.
5. Second rule:

• Area: Individuals
• Field: Editor
• Relationship: Is Any Of
• Value: [User in ISP]

6. Click Add Rule, then Run Search.

Note – you can also add a rule to find transactions that were edited. Replace Organizations or Individuals in the rules above with Transactions.