Viewing Activity Reports

Collection List module enables you to view file related activities and user related activities. Activity report means what operations have been performed on the files or operations performed by user will be listed according to criteria selected in a report format.

To view the activity reports follow the given procedure:

Viewing File Activities

  1. Click (Activity Report icon) from the action bar. The Activity Report menu appears.
  2. Click File Activity. The File Activity Report Generation window appears.

 

  1. From the Collection detail section,
    1. Select a Collection from the Select a Collection drop-down list. The operations performed on the files of the selected Collection will be displayed on the report.
    2. Click Calendar button to select Start Date and End Date respectively. This means that whatever operations have been performed on the files of the selected Collection within the Start & End dates will be displayed in the report.
    3. From the Sort By section, select a particular option from the drop-down. The options are folder, file, user, date, and action. Selecting a particular option enables the application to sort the file operation details as per requirement. For example, if Folder is selected as Sort option then operations on files will be listed on the report according to their association with a folder. The application will list down operations of files from the starting folder in the Collection, then the next folder and so on. If User is selected as Sort option then operations performed on files by each user will be listed separately in the report.
    4. Select Ascending or Descending option as per requirement.
  1. Click View. The report is generated automatically and the File Activity Report window appears displaying all the actions or operations performed on files. The report can be viewed in various formats like XML, CSV, PDF, MHTML, Excel, Tiff & Word.
  2. Click Export to download the report into your local system.

Viewing User Activities

  1. Click (Activity Report icon) from the action bar. The Activity Report menu appears.
  2. Click User Activity. The User Activity Report Generation window appears.

  1. From the Collection detail section,
    1. Select a Collection from the Select a Collection drop-down list. The operations performed by the user on the selected Collection will be displayed on the report.
    2. Click Calendar button to select Start Date and End Date respectively. This means that whatever operations have been performed by the user on the selected Collection within the Start & End dates will be displayed in the report.
    3. Select the type of activity performed by the user from the Activity Type drop-down. The different activity types which can be selected are:
      4.   
    4. In order to view the activities performed on the selected Collection by a specific user or users of a specific team, select the user from the User list drop-down or select the team from the Team list drop-down, respectively.
    5. From the Sort By section, select a particular option. The options are User, Date, and Action. Selecting a particular option enables the application to sort the user actions as per the selected sorting option. For example, if Date is selected as sorting option then the report will display the actions of any user on the selected Collection date-wise.
    6. Select Ascending or Descending option as per requirement.
  1. Click View. The report is generated automatically and the User Activity Report window appears displaying all the actions or operations performed by user according to the criteria selected. The report can be viewed in various formats like XML, CSV, PDF, MHTML, Excel, Tiff & Word.
  2. Click Export to download the report into your local system.

Links:

Accessing & Understanding Collection Home Screen

Adding New Collection

Searching Collections

Exporting Collections

Modifying Collections