How to view or export Activity History or Transactions in Sortly?

With Sortly, you can view actions and user activity at the Account, Folder, or Item level.

You can also filter or sort and export the activities based on a specific date period or activity type.

 

  • See how to view activity history at the "Folder or Item level" below

Screen_Shot_2019-01-23_at_12.51.30_PM.png

 

  • See how to view activity history at the "Account level" below

Screen_Shot_2019-09-27_at_12.06.56_PM.png

 

  • You can filter, sort and export these reports using the options highlighted in the screenshot below

Screen_Shot_2019-09-27_at_12.09.06_PM.png 

 

 

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