The Activity Report is a great resource for getting an overview or details of various actions taken by users in Tripleseat. This report expands the options for refining the data on the ‘Log’ tab of your Bookings and Events.
For a full list of activities available in the Activity Report, please refer to the bottom of this article.
To run this report, go to Reports, find the Accounts Report, select Custom, and click Customize.
Here, you can filter by Account Owner or Account address. Next, click on the Columns tab. This is where you can decide what fields should be columns in your report. Deselect any fields irrelevant to your query, and select any fields you’d like to include. Then click Run Report at the bottom to view results.
Searchable Activities Available in the Activity Report
Create Account Delete Account Update Account Reassign Account Ownership Create Account Note Create Contact Delete Contact Update Contact Reassign Contact Reassign Contact Ownership Create Contact Note Create Booking Delete Booking Reassign Booking Ownership Reassign Booking Contact Reassign Booking Account Reassign Booking Location Change Booking Dates Create Booking Note Create Direct Booking Accept Direct Booking Reject Direct Booking Direct Booking Terms Accepted | Create Event Delete Event Reassign Event Ownership Reassign Event Contact Reassign Event Account Reassign Event Areas Reassign Event Location Status Change Event Change Event Datetime Event Promoted From Waitlist Create Event Note Delivery Cancelled Delivery Error Create Event Document Update Event Document Delete Event Document Create Booking Document Update Booking Document Delete Booking Document | Event Guest Selections Activated Guest Menu Selections Submitted Approve Guest Selections Create Room Update Room Delete Room Create Account Task Create Contact Task Create Event Task Create Booking Task Create Lead Task Create Task Toggle Task Status Create Lead Create Internal Lead Create Lead Note Convert Lead Convert Lead To Booking Delete Lead Lead Turned Down Cvent Proposal Accepted Cvent New Data Available Shared Document Document Signed
| Gratuity Agreed Gratuity Revoked Payment Created Payment Paid Payment Unpaid Payment Refunded Payment Shared Payment Deleted Payment Cc Charge Succeeded Payment Cc Charge Failed Payment Cc Deleted Payment Ba Deleted Payment Ba Charge Succeeded Payment Ba Charge Failed Create Guest Room Block Update Guest Room Block Delete Guest Room Block Status Change Booking Change Guest Room Block Dates Auto Extend Guest Room Block Dates |