Activity Reports

Created by Opulent Business, Modified on Thu, 2 Nov, 2023 at 6:22 AM by Opulent Business

Accessing Activity Reports


  1. In the side navigation bar, select the 'Reports' option.



  2. Within the Reports section, locate the category of Activity reports. You may find options such as 'Audit Log' and 'Activity log'



  3. Click on the specific report you wish to access. For instance, select 'Activity Log' among the available reports.



  4. Specify the date range for the report, allowing you to select a specific date, month, quarter, or year for the accounts receivable report. Additionally, you have the option to further refine the report by specifying particular user.



  5. Click the 'Apply' button to create the report based on the selected date range. The report will be displayed, presenting the relevant data.

  6. In addition, you have the flexibility to export the report to Excel by a straightforward click on the Excel icon, or print a hard copy for record-keeping. Furthermore, you can download the report for offline access and printing, and if preferred, maximize the view for a more detailed examination.



  7. Using a similar approach, you can access the 'Audit Log'  report.

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