Reporting on account activity

The Account Activity report is a detailed journal of all the events in your system. It can monitor Staff and Customer activity and locate and identify problems that might occur during regular system usage, such as email bounce errors or abandoned pre-bookings.

The report reflects what has changed in the system but not what the change was. It does, however, provide the name of the User that made the change and the date and time it was made. Enough information to point you in the right direction!

In this article, we review the information and options presented, including the ability to filter the report, choose which Columns are displayed, and Export the report.

Records are added to the Account Activity report if...

• Guests are added, removed, or updated.
• Reports are exported, e.g. PDF, CSV, XLS.

Staff changes to time slots for product events and deleted notes are not logged.

The Account Activity report does not contain logs older than two years.

Learn more about your reporting options here:

• Getting Started with Reporting: Overview
• Getting Started with Reporting: FAQ

Customizing the Account Activity report to view targeted activity information from within the system is easy. Above the log, you notice several menu options as follows:

Filtering by date

The Account Activity report is default filtered for 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 date range by choosing the Custom option. This opens a date selector from which you can select a specific date or range.

Filtering by system log

This menu allows you to filter the Account Activity report by either system events, such as account login, or booking events, such as emails being sent out and new bookings being created/completed.

The booking Account Activity report stores information on bookings for 60 days after the completion of the booking. Other information on the booking is stored permanently within the booking itself.

You can quickly and easily find the option you want to filter by doing a keyword Search... at the top of the drop-down menu.

Filtering by Staff member

The Staff log records activities and events created by a logged-in system Agent or Administrator. This 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 drop-down.

Filtering by priority

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

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

Searching by keyword

The Search field allows you to search by keyword through the Message field (plain text only, excluding any booking statuses, such as Pre-booking). This search is limited by any other filters applied.

Need to search for all the manual adjustments to your account? Search by the word Adjusted in the Activity Log of your account.

This lists all the adjustments made and which product matches that adjustment.

You can also use the search option within your browser to find information within displayed records. Use Cmd + F (Mac) or Ctrl + F (PC) on your desktop keyboard.

If you have more than one page of results returned, you must search each page using this method.

Clearing filters

Clear your search and filtering by selecting the X icon within each filter or at the end of the filter row.

Your Account Activity report is divided into the following columns.

Date

This is the date and time of the event's occurrence.

Source

This represents the origin of the event or source of the User that triggered the activity.

If a Staff member initiated the event, their nickname is listed here.

If created from an external website, Customer Booking page, or Booking Widget, then Website is displayed.

If the system triggered the event, then the source is Everybooking.

In the last two cases, the originating IP address is also displayed.

Using email notifications as an example:

• If Staff manually change the booking status and check the option to send email notifications, then the email notification's source is the Staff account.
• If a booking is created on the Customer Booking page or Booking Widget, and an email notification is sent upon creating the booking, then the source is displayed as Website.
• If the notification is scheduled to be sent, then the source for that scheduled email is Everybooking as the system sent the email.

This is the type of system activity the event is related to, e.g. ACCOUNT, BOOKING, EMAIL.

Event

ID

This column displays the booking ID or product SKU where relevant.

Message

Any extra information recorded at the time of the event.