Track User Activity

Overview

The Track User Activity function allows the user to query by Workgroup, User Type and Date Range. You can view individual user activity by:

• Number of Logons
• Number of Records Created
• Number of Records Updated

Track User Activity Query Page

User Activity Report

Running the User Activity Report will open the User Activity Report which shows:

The number of users’ number of logons:

• The date used for tracking user activity is the user’s local time
• Each logon results in an increment to the number of logons

Number of records added by the user:

• Adding a record results in an increment to the number of records added

Number of records updated by the user. Records updated – based on the following actions:

• updating a record from the sales update and edit profile pages
• assigning a record (via popup dialog)
• attaching a custom form
• adding an activity to a record or contact
• adding / editing a callback
• updating an attached custom form
• adding a note (via popup dialog)
• adding / updating a contact associated with a record (via popup dialog)
• adding / editing an opportunity
• adding / editing a quote

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