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Session Activity and Session Activity Detail Reports

Brief Description  

These two reports show the list of user sessions in Actionstep Practice Management and then let you explore specific details about individual user sessions.

 

Use Cases 

The Session Activity Report is used to find when users were signed in to your system and what tasks were performed during these sessions. It can also let you know when and for how long a participant is signed in to the system.

The Session Activity Detail Report shows the list of events for a selected session. You can access this report by either entering the session ID number or clicking a result displayed in the Session Activity Report.

 

Finding and Using the Report

  1. In Actionstep Practice Management, go to Reports > Matter Reports. (Your menu may show Reports > Matter Reports > Reports List.)
  2. In the Audit, section, click either Session Activity Report or Section Activity Detail Report. That report is displayed.

Then, refer to these articles for help generating and saving reports for future use:

 

Available Filters

 

Session Activity Report

  • Contact: Choose the contact record for the user you want to report on. Please note, you can only choose one user at a time.
  • Browser: Optionally, if you want to include browser usage in the report, choose the browser.
  • Interface: Optionally, if you know the interface you are searching for, choose it from the drop-down list.
  • From / To: Enter the start and end dates during which you want to search user sessions. This report produces a lot of data so it's recommended you generate the report using shorter timeframes—even as short as one day.
  • From IP / To IP: If you know the IP address (or range of addresses) you are searching for, enter that information in these fields.

 

Session Activity Detail Report

If you access this report directly from the Reports > Matter page:

  • Session Id: Enter the session ID you want details for.

If you access this report by first running the Session Activity report:

  • You are automatically taken to a Session Log, which lists the sessions that meet your report criteria. You can then click the ID for the specific session you want to review.

 

Report Output

 

Session Activity Report

  • ID: Shows the ID associated with the activity. Click the link to view the matter where the activity was logged.
  • Session Started and Last Activity: Shows when the session began and when the last activity was logged.
  • Contact: Shows the name of the contact that is associated with the session. Click the link to view the Participant Details Report.
  • Interface / IP Address / Browser: Show the information about the user's specific environment when working in this specific session.
  • Duration: Shows how long the session lasted.

NOTE:  You may notice that there are many 1m sessions listed for users. Unfortunately, if different tabs are open during a session, this activity will be listed in the report.

 

Session Activity Detail Report

  • Log Id: Shows the date when the activity was logged.
  • Activity Type: Shows the type of activity that was logged. Click the link to view the matter where the activity was logged.
  • Description: Shows a Brief Description of what the activity entailed.
  • Participant: Shows the name of the participant who performed the activity. Click the link to view the Participant Details Report.

 

Additional Notes

You can search through the user session logs and pinpoint the date and time that you would like to see more information on. By clicking the ID, you can run the Session Activity Detail Report and drill down into what actions were performed during that session.

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