Manage Recent Activities

When you log in to your account, your dashboards are the first things you see.

Your access to view dashboards depends on your user permissions. If you have the necessary permission, you can view all dashboards, as well as any others that you create and customize.

Firm Dashboard	Displays firm-wide information Admin-level users can restrict individual users’ access. For additional information, see Use the Firm Dashboard.
Me Dashboard	Displays useful information based on the user who has logged in Focuses more on Practice Management and Time-related items For additional information, see Use the Me Dashboard.
Recent Activities	Recent user activities, transactions, invoices, matters, logins, and more. Users can filter these activities based on various criteria like reference number and context. Export in formats such as Excel, PDF, or CSV.
User Dashboard	Create tailored dashboards that offer you the flexibility to customize tiles and views according to your preferences.

View Recent Activities

Note: Users who are restricted from viewing specific Clients/Matters through the Ethical Wall feature will encounter “Secured Client Matter” instead of the actual name.

From the left navigation panel, navigate to the Dashboard.
On the Dashboard screen, choose the Recent Activities tab from the tabs at the top.
- This will display the “Recent Activities” screen, showcasing columns for Date/Time, Activity, Item Type, Reference, Context Type, Context, and User, providing details on recent activities.
Upon making new entries, you can update the Recent Activities by clicking on the refresh icon located in the toolbar if needed.

Filter Recent Activities

To refine your search in Recent Activities, click on the gear icon located on the top right.

Filters Criteria

To refine your search in Recent Activities, click on the gear icon on the top right.
Utilize the search bar at the top to find a specific filter if needed. Click to select all relevant filters.
Afterward, click the Save button located in the top right corner of the screen to save your filter selections.

Search

Utilize the search bar at the top to find a specific filter if needed.

Context

Utilize this filter to input a context, which could represent a specific client, matter, new entry, or login ID.

Reference

Enter a reference value to refine your search to a specific entry. The Reference value helps identify the particular instance of the item based on the Item Type, as follows:

Item Type	Reference Value
Accounts Payable	AP Index Number
Bank	GL Number of the Bank Account
Chart of Accounts	CoA Number
Client Portal	Type of Activity
Contact	Contact Index Number
Event	Event Start Date and Time
Expense	Time/Expense Index Number
General	None
Invoice	Invoice Number
Journal Entry	Entry Number
Matter	Matter Index Number
Setup	None
Statement	Reconciliation Date
Task	Task Name
Time	Time/Expense Index Number
Transaction	Transaction Index Number

Date/Time

Defaults to one month. To change, you can use the Range drop-down menu to choose from a variety of options including All Dates, This Week, This Month, This Quarter, This Year, Last Week, Last Month, Last Quarter, and Last Year. Alternatively, you can use the =, >, < symbols to specify a custom date range by selecting dates from the calendar.

Activity

By checking the box beside each, you can choose from Add, Delete, Login, Update, Information, or Logout.

User

Opt to view recent activities for All users, or utilize the drop-down menu to select a specific user for more targeted insights.

UpdatedAugust 6, 2024

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