Viewing and Managing the Activity Log

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)

All information can be exported at any time by hitting Export.

Filtering Options

You can filter Global Activity Log data by:

  • Name
  • Email
  • Organization
  • 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)

All information can be exported at any time by hitting Export.

Filtering Options

You can filter Global Activity Log data by:

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