View user activity details using the Assurance Dashboard
If you have the Advisor user role, you can view users who have access to the organization and their activity details in the Assurance Dashboard User Activity tab.
About the User Activity tab
To access the Assurance Dashboard User Activity tab, go to Advisor, then click Assurance Dashboard.
The User Activity tab displays a list of users who have access to the organization. For each user, it shows:
- User role
- Last login date (only if the user has activity that shows in the History & Notes Activity report)
- Heat map showing activity details
Understanding the heat map
The heat map displays user activity from left to right for the past year, ending with the current month. Each square represents a calendar day, and the squares from top to bottom represent days of the week, starting with Monday.
Blue squares highlight user activity. To view activity details, hold your mouse pointer over a blue square.
The information dialog box will display:
- Date of activity
- Time period
- Items created or modified
- Quantity of each item