How to download an activity report?

There are two types of activity reports:

Activity reports by user:

To access the activity report, you must have access to the "User Catalog".

1. Enter "system configuration," identified by a gear icon in the upper right corner.
2. Enter the "User Catalog," and you will see the list of all registered users.
3. Click on the "Actions" button for the user whose activity report you want to download, then click on the "Activities" option.
4. Select the type of report you want to download (activity in modules, in a document viewer, or in a record store), set a start and end date for the report, and click the "submit" button.
5. You will receive an email indicating that the report is ready, and it will be attached as a spreadsheet.
   

Activity report by document:

To access the activity report, you must have access to the "document catalog."

1. Enter "system configuration" identified by a gear icon in the upper right corner.
   
2. Enter the "document catalog" and you will see the list of all registered documents.
   
3. Click on the "actions" button on the document you want to download a report from, then click "activities."
4. Set a start and end date for the report and click submit.
5. You'll receive an email indicating that the report is ready; it will be attached for you to download.

In the report by document, you'll see users who have interacted with the document and users who haven't, but still have permission to view it.

The report may take a while to generate, depending on the number of activities it contains.

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