Action history is Severa’s shared change log: it records the date and time of changes made inside different elements, what was changed and who made the change. The information is always shown in reverse chronological order, with the newest change at the top. Not all changes in all Severa areas are stored in action history. It is one and the same report everywhere – only the view and predefined filters change depending on where you open it from.
Action history is included in Severa’s Enterprise edition.
Where to find the action history add-on
You can access action history from several places depending on which object’s changes you want to review:
- Settings > Action history (also available via Reports > Report creation > Administration) shows all changes in the organization related to users, absences and report exports. Visible to users with administrator rights.
- From an individual user’s own settings you can open the same report, prefiltered to that specific user.
- From the Actions menu (three dots at the top of the project) on a project or sales case you can find the changes made to that specific project. Visible to administrators and to users with financial rights to the project (for example a project manager with rights to financials).
- The Action history tab on a contact’s details shows the changes made to that contact. Visible to users with view rights to customers.
- The Action history tab on an opened invoice shows the changes made to that invoice. Visible to users with financial rights to the project.
Filtering, saving and exporting
In every view you can narrow down the results using the filters at the top: object type, change target, changed by and time frame. You can also choose which columns are shown on the report – by default all are selected, and with the Select values button you can remove them or change their order. You can save, mark as favorite or add to the dashboard, and download the desired reports as XLS or CSV files.
Saved reports can be found in the Report gallery. Action history reports are always personal: a saved report cannot be shared with another user.
Keywords: action history, change history, history data, reporting of history data, events, audit trail
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