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Recent History

By Grace Kamau | Updated

 
User Permission Needed: Account Administrator

Overview

With Recent History, Account Administrators can review the last 9 days of activity in Kantata OX. Recent History provides detailed information about what changed, when it changed, and who changed it. You can see changes to project settings, task updates, updated or deleted scheduled hours, and much more. You can use Recent History to monitor activity within your account and across multiple projects to ensure that your users are following the proper processes.

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The Recent History page displays the following information for each event:

  • Details—Select the Details icon to see the Associated Data for the event—such as the associated user name, task name, and/or project name—and a Comparison of the record before and after the event. The things that changed are highlighted in blue.
    recent_history_side_panel_221010-2.png
    Note: If an item in the Associated Data section has since been deleted, you'll see Deleted instead of the name. The name of a deleted task will still be available if the task is in a project that hasn't been deleted.
  • Record Type—The type of record (e.g. Project, Task, Expense, etc.).
  • Summary—A summary of the event.
  • Record ID—The ID of the record.
  • Project Title—The name of the project the record is associated with, if any.
  • Project ID—The ID of the project the record is associated with, if any.
  • Event—The action type (e.g. created, updated, deleted, etc.).
  • Date—The date and time when the event occurred.
  • User ID—The ID of the user who made the change.
  • Full Name—The full name of the user who made the change.

You can scroll through the pages of events using the options at the bottom. New activity that occur while you are in Recent History will not appear until you refresh the page, apply filters, or change the number of events that display per page.

For a list of the records, events, and properties that you can view in Recent History and Project History, see the Subscribed Events Reference article.

Filter Recent History

You can filter Recent History to see only the information you’re interested in. To open the Filters modal, click the Filters button above the table. For more information about the Filters modal, see the Filters Overview article.

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The following filtering options appear in the Fields section:

  • Record Types—View events for specific records, such as tasks, scheduled hours, etc. 
  • Date—View events within a specific date range.
    Note: The date filter is limited to the past 10 days. However, if Extended History is enabled for your account, the oldest date you can select in the date filter is the date Extended History was enabled.
  • User—View events for specific users.
    Note: Users that don't belong to your account (e.g. non-Network external project participants) will not appear as options for this filter.
  • Projects—View events for specific projects.
    Note: The projects filter does not list all of the projects on the account; it lists only the projects that had events in the past 9 days.

Configure Columns

You can determine which columns to display in the table and in what order.

  1. Select the Configure Columns icon that appears to the upper right of the table.
  2. In the modal that appears, check or uncheck columns to control which ones appear in the table.
  3. Drag and drop columns to change the order in which they are displayed.
  4. Select Save to update the view.

The view will reset if you leave the page or log out.

Export Recent History

To export events as a CSV file, select the Email CSV Export icon to the upper right of the table. An email containing a link to download the export will be emailed to you. Any filters you've applied to the table will also be applied to the export.

Saved Views

With Saved Views, you can create your own custom views based on frequently-used filters. This allows you to quickly access your frequently used views without having to manually reapply the same filters each time you visit Recent History. You can save up to 200 views.

Views drop-down.png

Views created in Recent History are unique from those created in Project History. Saved views are also member-specific and cannot be shared with other members; each user must create their own views. If you log out or leave and return to Recent History, the view that is your default will be loaded.

For more information on using views, please see the Saved Views Overview article.

 

TIP

You can keep events for longer than 9 days with the Extended History add-on, now in beta. For more information, please contact Customer Success.

 

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By Grace Kamau
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