# Activity Tracking Report

The Activity Tracking Report is an essential feature for businesses seeking to monitor and analyze user activity within a specific timeframe. This report provides detailed insights into the transactions performed by each user, allowing businesses to track user activities effectively. With comprehensive details such as user names, transaction types, transaction counts, and message counts, this report enables businesses to gain valuable insights into user behavior and engagement.

{% hint style="info" %}
To view the report, go to **Menu > Reports > Operation > Activity Tracking Report**
{% endhint %}

<figure><img src="/files/CkQS54MVhPzm5bxEgP6r" alt=""><figcaption></figcaption></figure>

#### Activity Tracking Report Fields

<table><thead><tr><th width="174">Field</th><th>Description</th></tr></thead><tbody><tr><td>Create Source</td><td>This field captures the users whose activities are being tracked.</td></tr><tr><td>Transaction Type</td><td>This section contains the type of transactions (such Sales Order, ASN, Bill,  Invoice, etc.) executed by the users. This section can contain all the transactions that can be performed in the system. However, only the activities that have been executed for the selected time period will be displayed in the report. For instance, if no sales order related activity has been performed by any user, the "Sales Order" transaction type will not be displayed in the report.</td></tr><tr><td>Total Distinct Count of Messages</td><td>This field records the total number of messages generated by the activities performed by the user. This is equal to the count of activities performed by the users.</td></tr></tbody></table>

### **Drilling Down into the Details**

Users can double-click on values under any column to drill down into the data. This allows users to view detailed information about each message sent to them, offering an in-depth understanding of their interactions.&#x20;

<figure><img src="/files/VTZkwowjeJZzUaUemAC0" alt=""><figcaption></figcaption></figure>

#### Activity Tracking Details Fields

<table><thead><tr><th width="167">Field</th><th>Description</th></tr></thead><tbody><tr><td>Create source</td><td>This field shows the name of the user who initiated the transaction.</td></tr><tr><td>Transaction Type</td><td>This field displays the type of transaction performed by the users.</td></tr><tr><td>Message</td><td>This field displays the messages generated by the system, indicating the details of the activity performed by the user. For instance, if you have made changes to the sales order, the message displayed would be "updated Purchase Order PO#"</td></tr></tbody></table>

### Filtering the Activity Tracking Report

To enhance the report’s usefulness and tailor it to specific requirements, users have the option to filter the report by certain criteria:

<figure><img src="/files/uFcLzKDiHz8EBmE8kwJq" alt=""><figcaption></figcaption></figure>

* **Period:** This filter allows users to select the time frame for which they wish to view the activity. You can choose from the following options:
  * **Select Timeframe**: Choose a predefined timeframe from the dropdown menu (e.g., this week, last month, last quarter, etc.).
  * **Select Dates (From and To)**: Specify the start and end dates to view the report for a specific duration.
* **User:** For more targeted analysis, the report can be filtered by user(s). Select the users for whom activity data you want to view. This option is particularly useful for examining the activity of specific users, understanding their behavior, and tailoring strategies to enhance their experience.

After selecting the filter, click on the "Refresh" icon at the right-hand corner of the report to apply the changes. Applying the filters allows you to analyze the activity data for a specific period and users, identify trends, and make informed decisions.

### Key Features of the Activity Tracking Report

* **User-Initiated Transactions**: The report displays transactions initiated by specific users, including details of the user who performed the transaction.
* **Transaction Types**: The various types of transactions listed in the report provides insights into the actions taken within the system.
* **Detailed Messages**: The offers detailed descriptions of user activities, enabling a clear understanding of what changes were made during the transaction.
* **Customizable Filtering**: The report allows for refined report analysis through filters like period and specific users, making it easier to pinpoint relevant activities.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.xorosoft.com/xoroerp-1/reports/operation/activity-tracking-report.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.