Exact Synergy Enterprise

Viewing activity history report

Menu paths

Modules ? Documents ? Reports ? Documents ? History
Modules ? HRM ? Reports ? Miscellaneous ? Read: Recent
Modules ? Logistics ? Reports ? Miscellaneous ? Read - Recent
Modules ? Projects ? Reports ? Miscellaneous ? Read - Recent
Modules ? System ? Reports ? Activity ? Activity: History
Modules ? Workflow ? Reports ? Requests ? Activity - History

Introduction

This page allows you to trace the past activities carried out by your people in Exact Synergy Enterprise. These activities could be creating or viewing documents, people, items, and accounts information, requests, or projects.

Roles and rights

All users can view the report of their own activities. To view the report of other people, function right 350 — View "Recently read" entities for a specific resource is required. By default, users with the Administrator role have this function right. However, if you are a manager, you can also view the report of your subordinates.

Note:

For more details on function rights, go to Modules ? System ? Setup ? Security ? Function rights.
For more details on roles, go to Modules ? System ? Setup ? Security ? Roles.

What version are you using?

The information in this document is applicable to product update 259 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I view the activity history report?

On the System: Activity - History page, type or select the ID at Person under the Criteria section. By default, the system will display the ID of the current user who is logged on to the system.
Define the rest of the fields.
Click Refresh.

Buttons

Fields

Person

Type or select an ID to display the report of the selected person. Once you have selected a person, you can view the details of the person by clicking the name of the person displayed next to the box. For more information, see Viewing personal cards.

Activity

Select an activity to display the report for the selected activity. You can select one of the following options:

Document — Select this option to display the recent documents that were read/created.
Person — Select this option to display the recent people whose information was read/created.
Item — Select this option to display the recent items with information that was read/created.
Account — Select this option to display the recent accounts with information that was read/created.
Request — Select this option to display the recent requests that were read/created.
Project — Select this option to display the recent projects that were read/created.

View

Select Read to display the report for reading activities, or Created to display the report for creating activities.

Account

Type or select the account code to display the report linked to the account defined. Once you have selected an account, you can view the details of the account by clicking the name of the account displayed next to the box. For more information, see Viewing company account cards.

Creator

Type or select an ID to display the report linked to the selected creator. For example, the activity history of read documents created by a specific person.

Note: This field is available only if you have selected Document at Activity.

Subject (Contains)

Type a document subject that contains a specific word, text, or number to display the report linked to these documents.

Note: This field is available only if you have selected Document at Activity.

Request type

Select the request type to display the report for the selected request type. The available options depend on the request types that have been created. For more information, see Setting up request types.

Note: This field is available only if you have selected Request at Activity.

Description (Contains)

Type a request description that contains a specific word, number, or text to display the report linked to these requests.