The Report

The Activity Timeline Report allows you to view and export a list of custom and system-generated activities from your members' records.

Here are some examples of what you could search for:

  • Notes by keywords and subject, such as why members did not renew.

  • Event registrations and manual CEUs all in one place.

  • Members who started or stopped receiving benefits from their parent company within the last month.


View the Activity Report

  1. Go to the backend and click Reporting in the left sidebar.

  2. Then click on Activity Report.

  3. Use the Search field and Filters to narrow down the results.

  4. When the report opens, by default the list will automatically populate all activities for Active records (i.e. not deleted) and will default to showing activities that have occurred up until today.

  5. Use the gear icon to add or remove display columns, and select how many rows to view per page.


Components of the Report

Search

Search the results by:

  • Subject

  • Note

  • Member Name

Filter

The following filters can be used to customize the report results:

  • Activity Types - The default setting is all activity types. Click in this filter to select one or more specific activity types.

  • Assigned To - The default setting is all admins. You can narrow this down (for Task activities) by choosing one or more admins.

  • Active in QuickBooks Online - The default setting shows Active records. You can also view Inactive records (i.e. deactivated or deleted) by updating this filter. Note: This is different than membership status.

  • Date - The default setting is an end date of today's date. Use the Date From and/or To fields to narrow down the results.

Display Columns

Some columns show by default, others are available under the gear icon. Most of the columns can be sorted by clicking on the column header.

Default columns:

  • Member - click on a name to open the member's record

  • Contact Person - click on a name to open the member's record; this field will only have a value for activities on company records and only if a Contact Person was added to the activity

  • Date - this represents the date of an activity, the due date of a task, and the start date for multi-day events

  • Activity Type - learn more about the available types here

  • Subject - the values in this column vary based on the Activity Type; this field can be searched using the keyword Search field (described above)

  • Notes - values with less than 200 characters will be displayed, otherwise a "Click for details" link will show to view longer notes

  • Assigned To - this field is specific to Task activities and represents the person who is responsible for completing the task

  • Task Complete - this field is specific to Task activities and shows if the task is open or complete

  • Action - the following activity types can be edited or deleted from this column: Note, CEU, Meeting, Call, and Email

Additional columns (under gear icon):

  • End Date - this field is specific to Event activities and represents the end date

  • Event Attended - this field is specific to Event activities and affects the CEU value when applicable

  • CEU - this is the number of credits earned; attendees must be marked as attended to receive credits via an event ticket, or an admin can manually add a CEU activity to the member's timeline

  • CEU Types - this field will show custom CEU Types for applicable Events and manually created CEU activities

  • Old Membership Status - this field is specific to Membership activities

  • Old Membership Sub Status - this field is specific to Membership activities

  • New Membership Status - this field is specific to Membership activities

  • New Membership Sub Status - this field is specific to Membership activities

  • Created Date - the values in this column come from the audit log

  • Created By - the values in this column come from the audit log and only apply to some of the activity types

  • Last Updated Date - the values in this column come from the audit log and only apply to some of the activity types

  • Last Updated By - the values in this column come from the audit log and only apply to some of the activity types

  • Custom fields that are visible in the Member List View (see image below for the custom field settings)


Exporting the Report

The Activity Timeline Report can be exported to a .pdf or .csv file by clicking the corresponding icon (see image below).

  • PDF (printer icon) - includes only the columns that are shown in the list

  • CSV (paper with an "x" icon) - includes the data from all available columns


Related Articles

  • Activity Timeline Tracking - A guide to the Activity Timeline on member records, which includes automated entries as well as custom notes and tasks entered by admins.

  • Using the Task Center - An overview of the backend Task Center, where admins can manage member-related tasks for themselves and other staff.

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