The Session Summary Report displays a list of users and number of activities by division and date. This report is useful to see if specific users have logged in or when work was started in the system for the selected date.
Accessing the Session Summary Report
The Session Summary Report is located at Reports > Matter Reports in the Audit section.
Report Configuration Options
|Date||The date for which the report is run. The report will only display session summaries for the selected date.|
|Division||The report will only look at activities in the selected division. If you are not using divisions in Actionstep, the only option will be your company.|
Producing the Session Summary Report
Select the Generate Report button to produce the report.
Understanding the Session Summary Report
Output Options (On Screen Only) and Header Information
|Date||The date for which the report was generated.|
|Division||The division selected in the report configuration options|
This button controls the on-screen display of the report.
When the arrows face out and the button is clicked, the report will span the width of the window.
When the arrows face in and the button is clicked, the report will display with space on both sides of the screen.
Expanding the display can be useful for longer text values in some table rows to avoid them spilling over to the next line.
|Show report settings/Hide report settings||
When the report is generated, the configuration options are hidden from view.
Selecting the Show report settings button displays the report settings. This allows the settings to be updated and, allows the report to be re-generated.
Selecting the Hide report settings button hides the report settings, so only the report information displays on screen.
The reload button refreshes the report. This is useful to include any data that has changed since the report was generated.
The report is stamped with the date for reference.
|Launches dialog to print the report|
|Excel||Downloads the report is xls format|
|Downloads the report in PDF format|
Session Summary Table
|Note: In the image above, only Janet Law has activities for the selected date.|
|Contact||The name on the contact for which the data row is attributed. The name links to the Participant Details Report for the selected contact.|
|Login User||The unique identifier for the user to which the data row is attributed|
|First Activity||The date and time of the first activity for the user on the selected date. This will be when the user logs in.|
|Total Activities||The number of activities performed in the system by the user on the selected date.|
|Last Activity||The date and time of the last activity performed by te user on the selected date.|