Must know
- Where it is. The Activity log is under My Organization and needs the View Settings permission.
- Who can export. Only staff with Export Activity Log can download it. Admins have it. Other roles, including existing custom ones, need it added.
- What an export holds. It follows your current search and filters, up to 10,000 changes. The file says when it was cut off.
- Money stays hidden. Staff without View Financials don’t see price, refund, payment, discount code or account credit changes, and dollar amounts are blanked on the other changes they can see.
1
Search or filter
Type in Search names, records and what changed, or select Filters to open Filter activity. It offers:
- What changed, grouped by area, such as Money or Staff.
- Who: Actor type, or Surface such as Admin or Coach.
- Outcome: Success, Failure or Denied.
- When: Today, Last 7 days, Last 30 days, This month, or From and To dates, read in your club’s time zone.
2
Check what is applied
Each active filter shows as a label: select its x to clear it, or use Clear all in the panel. A line above the list says how many changes are showing out of how many matched. Load more brings in older ones.
3
Pick a view
Cards (the default) merges a burst, such as several changes one person saved on one record in quick succession, into one block. Table shows one row per change, with When, Who, What, Record, Summary and Changes columns. Select 1 field or [number] fields to see each value before and after.
4
Export a copy
If you have Export Activity Log, select Export CSV at the top right. The file has one row per change, with times in your club’s time zone. Each download is itself recorded in the log.
Last changed lines. The Programs, Memberships and Staff lists show a line under each row: Last recorded change by [name or role] on [date and time]. An info button beside a program’s price (needs View Settings and View Financials) and beside Monthly billing day in Settings > Financials > Payment Schedule shows who last changed the value, when and why.
Related: What’s on a staff member’s profile? · How do I set staff roles and permissions? · Where do I find my club’s settings? · What happens when Hero prepares a change (nothing changes until you confirm)?