Staff Log Report

Overview

This report displays a log of employee actions within the system. You can apply filters to view actions, such as schedule, job, quote, order, stock, or invoice modifications and customer notes along with the corresponding date, time, and employee who performed the actions.

This is useful for human resources or employee managers to examine actions within the system and how they have been completed.

If you want to see currently logged in staff and the history of staff logging in and logging out, go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > User Log.

Learn about other Staff reports in Staff Reports.

In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:

Reports

A screenshot of the Staff Log report.

To run the report:

  1. Go to Reports A screenshot of a schedule icon with a grey calendar icon and an arrow. > View Reports.
  2. Click Staff > Staff Log.
  3. Select the date range under Log Date.
  4. Under Employee, select the users whose activity you wish to see.
    • You can only select the employees assigned to the same company as you, unless you have the relevant security group permissions to manage all companies. Learn more How to Set Up Security Groups.
  5. Under What to Search, filter for activity on Quotes, Jobs, Orders, Stock, Invoices, Notes, Recurring Jobs and Invoices or Schedules.
  6. If required, you can search for a specific Number to see activity on a particular job, invoice, quote, etc.
  7. Click Search.
    • The report displays all actions that the filtered employee has completed across all companies.

US only: If you use Simpro Premium in the United States, the terms 'inventory' and 'inventory count' are used instead of 'stock', 'stock take', and 'in stock'.

The following information is displayed in the report:

Logged Time The date and time that the action was made.
Employee The user who made the action.
ID The quote, job, invoice, part or order number.
Message A description of the action performed.

You can download the information in the report as a spreadsheet in CSV format, viewable in Microsoft Excel and other spreadsheet software.

To download the report:

  1. Generate the report as required.
  2. Click the A grey arrow pointing downwards towards a CPM pictogram. icon in the top right, then click CSV.
  3. View, print or save the CSV, as required.