Activity History

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Introduction

The activity history tab provides a comprehensive overview of events within the platform's history. The following types of activities are visible:

  • Changes to organizations data
  • User invitations
  • Permission assignments or removals
  • Subscriptions
  • Changes to existing subscriptions
  • Terms & Conditions acceptance
  • Partner Prices (at distributor level)

In this article:

 

Overview

Activity history contains a chronological record of activities along with timestamps, encompassing the addition, modifications, adjustments, and erasures of records on the platform, executed by platform users or external systems.

In the screenshot above, you can see that for a specific entity such as, for example, Subscription, you have the following details shown in each column:
1. Entity - This is the type of entity (Organizations, Users, Subscription, Partner Prices, Vendor T&C, Partner T&C).
2. Name - A specific name of a single entity (for example, Microsoft 365 E3 for the first entity of the Subscription type in the table).
3. Action - A specific activity recorded in the activity history (for example, Modified, when the logged activity was modification or editing).
4. By User - A specific user responsible for an activity (it can also be an external system if the change was synced).
5. Date - The date and time when an activity took place.
7. Changes - Specific activities that took place like a change of
When reviewing Activity History, it is possible to see which external system changes come from (if the change was not made by a user of a platform but through an update from an external system).
Clicking on the name of an entity will redirect you to the specific entry.
For example, when selecting the subscription name in question, you will be redirected to the subscription.
And when selecting the name of the Terms and Conditions, the T&Cs that were accepted will be downloaded, including old T&C documents.
While choosing the organization name will direct you to the profile of the respective organization.

 

NOTE! Subscription history tab is not visible to users with the following roles: Customer billing admin, Seller billing admin and Reseller report.
NOTE! Activity history is currently available only up until the previous day. Today's changes will not be included in the logs. The oldest changes come from August 2022.

Types of entities

The Activity History allows you to choose which types of entities you want to see:

  • All
    • Includes every available entity listed below.
  • Organizations
    • Activities relates to changes of details of a specific organization, for example, the address or legal details (those activities are also visible on the profiles of organizations) but also custom properties for organizations
  • Subscription
      • Activities related to creation or changes of subscriptions (those activities are also visible on the subscription profiles).
  • Partner Prices
    • Activities on distributor level such as:
      • Creating new Partner Prices section for sellers
      • Adding, updating, or removing markup configurations in a price tier associated with one or multiple sellers
      • Moving a seller organization from the Price Tier 1 to the Price Tier 2.
  • Vendor T&C
    • Vendor's terms & conditions, accepted by the customer
  • Partner T&C
    • Seller's terms & conditions, accepted by the customer
  • User
    • Activities related to a specific user, for example, granting permissions or adding an email address to the user's profile.

Period

Filtering by period allows to display activities history ranging from 1 week to all time recorded history or to choose a Custom period with the use of the From Date and Till Date fields.


Types of actions

There are two types of actions that you can see in the Activity History:

  • Added - when a specific activity is adding a new detail to an entity (for example, a name has been added in the previously empty name field).
  • Modified - when a specific activity is changing or deleting a detail related to an entity (for example, a price tier has been changed or an email address has been removed).

 

Displaying activity history

To adjust which entities to show in the activity history, follow these steps:

 

1. Log in to the platform using your credentials:

2. Go to the Activity tab by clicking on it in the top menu:

top-menu.png

3. Click on the Entity selection field.

entity_selection.png

4. Choose either All or select specific entities:

 

entity_selecting.png

5. Select a period for which you want to see activity history:

period-selection.png

6. Select a specific time frame using the calendar:

adjusting-dates.png

7. Click on Show results to display activity history for your selected entities in the specified period:

show_results.png

8. You will see the results in the table:

shown-results.png

 

Visibility of activity history on organization profiles and subscription sections

The history of some activities is not only visible under the Activity tab. Activities related to such entities as Organization and Subscription are visible on their sections as well.

changes-on-profiles.png

 

Tracking of organization custom fields

The Activity History allows you to track changes done in such custom fields such as:

  • Legal address
  • Primary contacts
  • Account manager
  • Billing contact
  • Service desk
  • Preferred currency
  • Invite and login option
  • Industry details
  • Custom properties

Thanks to this feature of the Activity History, it is easier for you to manage custom fields and changes that happen in them. Such changes are logged in the Activity History and can be reviewed later.

Visibility of custom properties

The tracking of custom properties changes in the Activity History is related to specific permission restrictions set on the custom property template level. For example, only Seller Admins can see certain properties that are not meant for other users for security and privacy reasons.

Summary

The Activity History tab allows you to track all the important platform events, such as user invitations, permission adjustments, subscription changes, and acceptance of Vendor or Partner terms and conditions. All those activities can be presented together in a table under the consolidation tab. Selecting specific entity types and date ranges allows you to track both user-initiated and system-based actions with timestamps and a responsible author or party. The activities listed in the table under the Activity History can come with links if a specific activity relates to subscription, organization, or terms and conditions. Thanks to the records that reach back to August 2022 and are updated on a daily basis (but with no same day changes), the Activity History gives a transparent and chronological activity log that helps you review any change or modification made on the platform.

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