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How Staff Can View and Filter Activity Log

Staff can track their specific client sessions, attendance, and outcomes, and export reports for analysis.


1. Accessing the Activity Log

  1. From the left sidebar, select View Activities.

  2. The Activity Log will open, showing all sessions related to your clients in a table referred to as the Sessions Table.


2. Using the Sessions Table in the Activity Log

  1. Columns include:

    • Date – when the session occurred

    • Client – name and email of participant

    • Current Group – group assignment (if any)

    • Task – module or activity completed

    • Type - Either a task (staff driven) or self-serve (client driven)

    • Module type (e.g., Interview or Resume)

    • Duration of task

    • Staff members email address

  2. 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

Ref Image: Staff view of Activity Log.


3. Tracking Client Sessions

  1. Use the filters at the top or the search bars to quickly locate specific users or tasks.

    1. Any filters applied will change the data shown in the boxes of Total Clients Shown, New Clients and Engagement.


4. Reporting Options

  1. Click Export CSV to download session data.

  2. Exported files can be opened in Excel or Google Sheets for reporting.

  3. Use exported data to track participation, outcomes, and staff engagement.


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