In this article, you will learn how to view recent activity on your Workiz account.
Whether you want to see when a field tech accessed job details, when a dispatcher booked a new job, or when payment was collected for an invoice, Workiz makes it easy to view the activity on your account.
Viewing recent account activity
The activity page will provide a list of actions, as well as:
The team member responsible
A timestamp of when the action took place
An ID relating to the action (if applicable)
You can filter the results by team member or date range (e.g., Yesterday, Last 7 days, Last 6 months, etc.)
Each action will also feature an icon to indicate whether it took place on the web app or the mobile app.
Tip: You can limit who has access to the Activity report by disabling it from the Roles & permissions page. To learn more about limiting access to reports, please see this article.
Even if the report has been disabled, a limited amount of activity may also be seen from the Recent activity dashboard widget. To limit a user’s visibility of this widget, please see this article.
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