The Activity Log provides a centralized view of participant information in real time, making it easy to review and reference key updates. There are two types of Activity Logs:

• Global Activity Log: Includes participant information from all campaigns, giving you a comprehensive view across all of your campaigns.
• Campaign Activity Log: Tracks participants only from a single campaign, allowing you to focus on updates relevant to that campaign.

Accessing the Global Activity Log:

Information Included

The Global Activity Log includes the following details:

• Participant Name, Email, Phone Number and Organization (if applicable) will be recorded
• Item, Campaign, and Details will be be recorded and 
• Type
• Activity Date
• Volunteer Event Date(s), Shift, Hours and Attendance
• Total Amount, Net Amount, Disbursement Date, and Linked Disbursement Account will be displayed for all payments received via the platform
• Payment Method and Payment Source fields will help you differentiate manually recorded payments from those that took place online.
• Documents field will record any attachments (photos, proof of residency/service, etc. - if applicable)

Exporting the Global Activity Log

To download Global Activity Log data as a CSV:

1. Go to Manage → Activity Log.
2. Apply any filters you need (CSV exports respect your current filters).
3. Select Export.

The file downloads directly as a CSV. The Global Activity Log does not include the Summary Excel workbook option.

Filtering Options

You can filter Global Activity Log data by:

• Name
• Email
• Organization
• Related Campaign
• Item
• Type
• Date

Accessing the Campaign Activity Log:

Information Included

The Campaign Activity Log includes the following details:

• Participant Name, Email, Phone Number and Organization (if applicable) will be recorded
• Item, Campaign, and Details will be be recorded and 
• Total Amount, Net Amount, Disbursement Date, and Linked Disbursement Account will be displayed for all payments received via the platform
• Payment Source field will help you differentiate manually recorded payments from those that took place online.
• Details field will record any questions answered on form (if applicable)
• Documents field will record any attachments (photos, proof of residency/service, etc. - if applicable)

Exporting the Campaign Activity Log

From a campaign’s Activity Log, select Export to open the Export Details window. You’ll see the record count, Core Standard Data / Custom Form Data options, an editable export name, and these choices:

• Export — downloads the standard CSV export (respects your current filters).
• Export Summary Excel — downloads a multi-sheet Excel workbook for that campaign.
• Cancel — closes the window without downloading.

What’s in the Summary Excel workbook

The Summary Excel file includes:

1. Campaign Summary — campaign name, type, and created date, plus a rollup by option (Total Activities, Funds Collected, Net Amount) and a Grand Total.
2. All Records — a full detail sheet of every exported activity row.
3. One sheet per option — a filtered detail sheet for each campaign option.

Use Summary Excel when you need a ready-to-share rollup plus option-level detail. Use the standard Export CSV when you only need a flat file of filtered rows.

Filtering Options

You can search, filter, or sort your Campaign's Activity Log data by:

• Name
• Email
• Organization
• Item
• Type
• Date