Viewing a role activity report

2024-10-04Last updated

As an Account administrator, Role manager, or Role owner, you can view an audit trail of role-related activities such as timestamp information, activity type, who performed the activity, and more.

Before you begin

You must be an Account administrator, Role manager, or Role owner to view a Role activity report and review audit trail information for role-related activities.

Procedure

  1. From the Home page, click Organization > Roles .
  2. Search for or select the role that you require from the Name column.
  3. Click Role activity.
  4. From the Display time menu, select the required display time format.
    Display time in local
    Report times are displayed using the system time from the computer of the logged-in user.
    Display time in UTC
    Report times are displayed using Coordinated Universal Time (UTC).
  5. Filter the report based on your required criteria:
    Role activity report in Genetec ClearID™.
    Timestamp
    In the Timestamp column, click to filter the results by date. Select a pre-defined date range from the choices available or enter a specific date range using the date range picker.
    Date range picker filters in ClearID role activity report.
    (Optional) Use the sort icons ( and ) to display the results in descending or ascending order.
    Activity type
    (Optional) Use the sort icons ( and ) to display the results in descending or ascending order.
    Activity type filters in ClearID role activity report.
    Performed by
    In the Performed by column, click to open a search dialog and filter the results by who performed an activity. For example, tasks performed by a particular user, or tasks performed automatically by the system.
    Performed by filters in ClearID role activity report.
    Details
    In the Details column, click to open a search dialog to search the details or reason using a search criteria.
    Details filters in ClearID role activity report.
    (Optional)
    Click to reset filter selections.
  6. Click Download CSV, to download a copy of the role activity report in CSV format. The report can then be used for auditing purposes, to keep a physical copy, to attach to an audit request, to review offline, or to manipulate or consolidate data in a spreadsheet for other audiences.
    1. Follow your browser prompts to complete downloading the exported file.
      The file is exported as a .CSV file to the default download location for your browser. By default the exported file is created using the name of your site. For example, RoleActivity_rolename_fromdate_to_todate_SiteActivityReport.csv (RoleActivity_All active contracotrs_2024-09-23.csv).
      Note: The columns and entries in the CSV file can vary depending on the filters you’ve selected when you download the report.