1. Accessing the Activity Log
From the left sidebar, select View Activities.
The Activity Log will open, showing all sessions in the Sessions Table.
2. Using the Sessions Table in the Activity Log
Columns include:
Date – when the session occurred
Client – name and email of participant
Current Group – group assignment (if any)
Task – module or activity completed
Use the filters at the top to refine results:
Search by client name or email
Search by task name
Date range (From / To)
Type (All Types or specific)
Module (Resume Assist, Mock Interview, etc.)
Minimum duration
Current Group
Current Staff
3. Tracking Staff and Client Sessions
Review attendance by checking the Date and Client columns.
Review outcomes by checking the Task column (e.g., Resume Assist, Mock Interview).
Click on a session entry to view detailed activity, including transcripts or reports (if enabled).
4. Exporting or Reporting Options
Click Export CSV to download session data.
Exported files can be opened in Excel or Google Sheets for reporting.
Use exported data to track participation, outcomes, and staff engagement.
5. Admin Tip
Filtering by date range is the fastest way to prepare monthly or quarterly reports. Exported CSV files provide a reliable record of staff and client activity and can be shared with team leads.