Viewing the activity logs

Activity Log Overview

The activity log on the platform provides a detailed record of user interactions and actions. It can be accessed from three locations within the platform:

1. Aggregated Activity Log from the Main Menu: Users can access a consolidated view of all user activities across clients and accounts from the main menu. This central location offers a comprehensive overview, allowing users to monitor and analyse interactions across the platform.
2. Activity Log for a Single Client: Users can view the activity log specific to a single client by selecting a client from the client tree and navigating to the activity section. This log displays interactions and actions related to that particular client.
3. Activity Log for an Individual User: Access an individual user's activity log by navigating to the user section and selecting a specific user. This log pertains to the actions and interactions of that user.

These access points provide users with the flexibility to view and analyse activity logs at varying levels of detail, whether across the platform, for a specific client, or for an individual user. This multi-level approach supports comprehensive monitoring, tracking, and analysis of user activities.

Finding the Aggregated Activity Log

Accessible from the main menu, the aggregated activity log provides a centralized view of all user activities related to clients and accounts. It records and displays a comprehensive list of actions, such as account updates, client onboarding, and trade executions.

The activity log is a valuable tool for monitoring user engagement and behaviour, offering insights into platform utilization. It enhances transparency and accountability with detailed records, serving compliance, auditing, and troubleshooting needs. Ultimately, the activity log supports informed decision-making and effective operational management.

The activity log provides powerful features that enhance your ability to effectively track and manage user activities. Here is an explanation of the key features:

1. Free Text Search: Enter keywords or phrases to quickly locate specific activities or events within the log, providing flexible and efficient searching capabilities.
2. Position ID/Order ID Search: Directly search for specific position or order IDs to access detailed information related to particular positions or orders within the activity log.
3. Owner Tree Filter: Filter activities based on the owner within the organizational hierarchy, allowing for segmentation and analysis of activities by different owners or user groups.
4. Activity Type Filter: Categorize and focus on activities by type, such as account updates, trade executions, client onboarding, or other specified activity types.
5. Time Period Filter: Narrow down log entries based on a specific time range to analyse activities within a particular timeframe and conduct historical reviews.

These features collectively enhance the functionality of the activity log, equipping users with the tools to efficiently search, filter, and analyse user activities related to clients and accounts.

Activity Log Display Overview

1. Time Stamp: Each log entry includes a time stamp, indicating the date and time when the activity was conducted. This feature allows users to accurately track the chronological sequence of activities and events.
2. Description of the Activity: Provides a clear overview of the specific action performed, detailing aspects such as the client’s name and ID, the account involved, and any pertinent information related to the action taken.
3. User ID: Includes the user ID of the individual responsible for the activity, aiding in identifying the user associated with each recorded action.
4. Related Activities: Displays any related activities linked to the main logged activity. This feature offers additional context and connections between various actions, helping users understand the broader impact and sequence of activities.
5. Downloading Activities: Enables users to download log entries for further analysis, reporting, or archival purposes. This feature facilitates exporting activity data in a convenient format for offline use or integration with other systems.

Overall, the activity display in the log provides a detailed and comprehensive view of user activities, including time stamps, activity descriptions, user IDs, related activities, and download options. These features collectively enhance monitoring, analysis, and management of user interactions within the platform.

Locating Activity Log for a Single Client

To find the activity log related to a specific client on the platform, follow these steps

1. Select a Client from the Client Tree: Navigate to the Client Tree section within the platform. From the list of clients, choose the specific client whose activity log you wish to view.

2. Access the Activity Section for the Selected Client: After selecting the client, click on the Activity section or tab associated with them to access their activity log. This will provide a detailed view of the client’s interactions and activities on the platform.

By following these steps, you can easily locate and access the activity log for a single client, facilitating the review and analysis of their activities and interactions.

Locating Activity Log for a Single User

To access the activity log of a single user on the platform, follow these steps:

1. Select a Client from the Client Tree: Start by navigating to the Client Tree. Choose the client for whom you wish to view a user's activity log.
2. Access the Users Section: After selecting the client, locate and click on the Users section within the client's profile or dashboard to view the list of associated users.
3. Select a User from the List: From the user list, choose the specific user whose activity log you want to access. Click on the user's name or ID to proceed to their details.
4. Access the Activity Section for the User: Within the user's profile, find and click on the Activity section or tab to view their activity log. This section provides a detailed overview of the user’s interactions and actions within the platform.

By following these steps, you can easily locate and access the activity log of a single user, enabling you to analyse their activities in relation to the selected client.