Kavi Help CenterKavi® Members Help
| Chapter 54. Company Activity History | ||
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Part VII. Kavi Members Reports | 
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Table of Contents
The Company Activity History tool is used to create customized views and reports of company-related activity for troubleshooting or reporting purposes, including membership status changes, company data changes and notes added by administrators. Data recorded for each activity includes the activity's origin, when it occurred and the type of activity.
If you need to know which database fields were affected by the change, use the Company Activity Log tool.
If you want to access company data for a specific company or group of companies, use the Company Data Report tool.
Create a real-time overview of changes to company data in the Kavi Members database.
Get information useful for troubleshooting.
Generate a downloadable or print-ready report of company activity.
Set any of the optional fields to refine the search criteria. To view all available company activity history information, leave the search fields set to the default values.
Options
- Company
Select the name of the company whose activity history you want displayed, or leave it at the default setting All Companies.
- After This Time
Use this field to set a point in time. The Company Activity History will include only those changes logged after the time specified.
- Before This Time
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Use this field to set a point in time. The Company Activity History will include only those changes logged before the time specified.
Note
The time fields can be used together to specify a bounded time range beginning at the time set in the After This Time field and ending at the time set in the Before This Time field.
- Who Initiated Action
Search by the username of the user initiating the change. The username 'system' indicates an automated or uploaded change. The username 'Anonymous User' indicates the change was made from a publicly accessible page.
- Origination
Set this value to search for changes with a specific origination. This commonly includes:
- All Originations
Changes may have originated anywhere.
- Admin Addition
Changes made independently by the organization administrator
- Automated
Changes made by automated tools, such as automatic deactivation for expired members
- Manual
Changes made by using online user information management tools
- Upload
Data added using an upload tool
- Activity Type
Set this value to search for changes with a specific Activity Type. This can be one of many default activity types (e.g., Added, Edited, Renewed, etc.) or an activity type specific to this organization.
A Company Activity History is displayed for the company you selected, according to the search criteria you provided. You may opt to get a report or download, or click Add a Company Activity Record if you wish to add a new activity or note to this company's activity history. The column headings displayed in the report include notes that will have been added by admins when managing accounts.
Options available on the report are:
- Print-Ready
Removes the look and feel of the web site surrounding the report and scales the displayed report for printing.
- Download
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Select a file format and download the data in this report to a file on your computer.
Available file formats are:
- Comma-Separated-Values (CSV)
File format used to transfer data from one application to another. Each record comprises one line, with values for that record separated by commas (e.g., first name, last name, email address).
- Excel Spreadsheet
Spreadsheet file created by, and which can be opened and manipulated by, Microsoft Excel.
- Pipe Delimited (available on most reports)
File format used to transfer data from one application to another. Each record comprises one line, with values for that record separated by pipes, (e.g., first name | last name | email address).
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| Chapter 53. User Activity Log |  |
Chapter 55. Company Activity Log |