Activity History

With Sortly, you can view user activity and the transactions performed at the Account, Folder, or Item level for a specific date range. You can filter transactions by Actions (Moved, Edited, Deleted, Created, Restored, Quantity Changed, Merged) and sort transactions using Newest on top and Oldest and export a full list of transactions or apply filters and export the activity history based on the applied filters.

 

Web Version:

Viewing Activity History

Filtering

Exporting

Searching

Mobile App:

Viewing Activity History

Filtering

Exporting

Searching

Web

Viewing Activity History

Account Level

You can view the activity history at the account level by clicking on the History icon on the All Items tab:

Or by navigating to Reports and clicking on Activity History:

 

Folder Level

To view activity history for a specific folder, you can click the three dots next to the folder and select History:

Item Level

While at the item level, you can click the three dots at the top right and select History:

 

Filtering Activity History

You can filter activity history by Date:

Or by specific Actions (Moved, Edited, Deleted, Created, Restored, Quantity Changed, Merged):

 

Exporting Activity History

To export activity history for the account, a folder, or an item, click on the Export button at the top right. This will generate a CSV export that will download to your device.

Searching Activity History

While in the Activity History view, you can use the Search bar to search by User Name, Item Name, and SID:

 

Mobile

Viewing Activity History

Account Level

Click on the Menu tab, select Reports, and select Activity History:

From there, you can click the three dots at the upper right to Search, Filter or Export:

 

Folder Level

While in a folder, click on the three dots and then History:

 

Item Level

Click the History button or the three dots at the top right, and then History:

 

Filtering Activity History

While viewing the Activity History, select the three dots at the top right and then choose your filters:

 

 

Exporting Activity History

mceclip17.gif

Searching Activity History

While in the Activity History view, you can use the Search bar to search by User Name, Item Name, and SID:

Was this article helpful?
18 out of 31 found this helpful