Queue Audit Reports - Transaction Activity
- Wendy Jean
Click on the My Teams Tab on the Left Navigation toolbar.
To the Right of the screen you will see Team Administrative action… These tabs are where you can view Transaction history of your team.
Transaction History (metadata information only) will show a history of all Team users transaction history. You will be able to see request activity (sent requests, expired requests, terminated requests, completed requests, requests sent via the Team Queue and requests assigned within the Queue to either the same user or another user etc), user email, IP address, Geo location, Lat/Long, recipients email or mobile info, recipients file names received or sent and Time and Date stamped.
NOTE:
Green highlight: When a request is initiated via the Queue and is not assigned to anyone yet: 'Queue:' info AND who sent the request is displayed.
Yellow highlight: When a request is assigned to another user or to myself, this log is created displaying under ‘user responsible for' the one assigned TO and from which queue AND in the 'details’, is displayed who its assigned BY and from which queue.
SEARCH onscreen for user name, IP address, request ID or email address by entering your information in the search field then click the search icon.
To Generate a report, click on Generate Report, which will open another screen where you will enter your report start date and end date then click on Generate Report. Note that reports can only be generated in 1 year increments.
Report looks like this: Sample shows
A request was sent via the Queue (in blue)
Users within the Queue either assigned the request to themselves or to another user (in red)
Activity Key for report above:
The Request Id and “LongID_id” are the same ID's that tie each activity to the request (push or pull)
PULL
Document Request SMS click -> request sent via SMS and clicked by recipient
Document Request sent -> request created sent via email or SMS
Document Request expired -> Recipient link expired or Botdoc user can no longer download files
Document Request email click -> recipient clicked on link
Document Request Download File -> User downloaded the file in its original form individually
Document Request Download File As PDF-> User downloaded the file as PDF
Document request download all files zipped -> User downloaded the file package as a Zip
Document Request Completed -> Recipient clicked on “Send/Finish” on the request landing page
Document Request Reassigned → User assigned “to myself” or assigned “to another user”
PUSH
Document Send Sent -> request created sent via email or SMS
Document Send Email Click -> recipient clicked on link
Document Send SMS Click -> request sent via SMS and clicked by recipient
Document Send Download File -> recipient downloaded the file(s) individually
Document Send Download File -> User downloaded the file(s) individually (report will show: Downloaded by: Jane Doe)
Document Send download all files zipped -> recipient downloaded the file package as a Zip
Document Send download all files zipped -> User downloaded the file package as a Zip (report will show: Downloaded by: Jane Doe)
Document Request Reassigned → User assigned “to myself” or assigned “to another user”
Terminated -> User Terminated request
All reports that are generated will be saved and named by the dates you have chosen for the report. If you choose to generate a report for July 1 to July 26, 2020 the file name will be the dates (see above pic)