History Page

Kathryn H.
Kathryn H.
Overview: What are we talking about?

The History Page lists most actions and updates that have taken place within your app over approximatly the past 90 days. Things such as reservation edits, check-ins, and check-outs, as well as changes to system settings, logins, and much more create a time and user stamp for the action

 
This article includes:
 
How to: View the History Page

View the History Page

  1. Navigate to Left-hand Navigation: Reports & More » History.

  2. View the list of actions performed in your app in the last 90 days. Entries are listed chronologically with the most recent at the top.

    Each item listed has:

    • An assigned ID number

    • Timestamp indicating exactly when the action took place

    • User showing who performed the action

    • And a description of the Action.

Screen_Shot_2022-08-09_at_1.14.55_PM.png

If there is no username listed in the User column, this action was either generated by the system (such as automatic emails and SMS), or it was performed by the customer. For example, if you search for a cancelled reservation and the User column is blank, this means that the customer cancelled the reservation. 

Screen_Shot_2022-08-09_at_1.18.51_PM.png

 

 

How to: Search the History Page

On the History Page, you can search for several different types of items, such as: 

  • Employee (User)
  • Invoice ID numbers
  • Reservation ID Number (found at the end of the URL of the Reservation Details page)
  • Animal ID Number (found at the end of the URL of the Animal Profile)
  • Owner ID Number (found at the end of the URL of the Owner Profile)
  • Reservation Status

To search the logs, enter the search criteria in the filter box that says "Enter a search term..."  Results will be listed chronologically.

Search by Animal Name:

 

Screen_Shot_2022-08-09_at_5.04.55_PM.png

 

Search by Owner Name:

Screen_Shot_2022-08-09_at_5.05.37_PM.png

 

Search by Reservation ID:

Screen_Shot_2022-08-09_at_5.06.43_PM.png

 

Search by Timestamp:

Screen_Shot_2022-08-09_at_5.07.51_PM.png

 

Search by User:

Screen_Shot_2022-08-09_at_5.08.57_PM.png

How to: Export the History Page

You can export the history page to Excel by following a few simple steps. 

  1. Highlight the rows you'd like to export. You can highlight multiple rows by shift-clicking the first row and then shift-clicking the last row you want to export. 
    Screenshot 2024-07-20 at 5.01.50 PM.png
  2. Right click anywhere inside the highlighted rows and then hover over Export. You can then choose to export the history page to CSV or Excel.
    You can also choose Copy or Copy with Headers and then paste the highlighted logs into Excel or another program.
    Screenshot 2024-07-20 at 5.25.14 PM.png

 

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Comments

2 comments

  • Comment author
    Nichole Weaver

    How do you look up a reservation ID? 

    0
  • Comment author
    Kevin Cruz

    Any way to not let all users access this section?

    0

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