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Tracking Actions Reports

TrackingActions reports review what admins and constituents do when they visit the site. These reports track information by ID, Name, and Date.

The reports provide information based on visitor activities during a defined time period. To report on all activities between the site's inception and the current date, simply leave the date selection boxes blank.

  1. Select Members > Site Statistics.

  2. You will be working in the section labeled Tracking Actions.

  3. Select the tracking actions that you want to include in the report. You can multi-select using the Control or Shift keys. The Tracking Actions are separated into Admin actions and Constituent/User actions. You can see the Admin actions at the beginning of list.

  4. Select the date range that you want the report to cover.

  5. Sort by: To sort your report, click the radio button associated with your choice.

  6. Click Generate Report.

  7. You will see a preview of the report.

  8. Click Download File to save the report as a CSV file.

Tracking Actions

Name

Description

Admin - Attendee List - Admin Created Email Segment

Admin created an Email Segment from an Event Attendee List.

Admin - Campaign - Add Campaign graphic

Admin added campaign graphic

Admin - Campaign - Created Campaign

Admin created campaign

Admin - Campaign - Delete Campaign graphic

Admin deleted campaign graphic

Admin - Campaign - Update Campaign

Admin updated campaign

Admin - Class Notes - Approve Class Note

Admin approved Class Note

Admin - Class Notes - Create category

Admin created Class Note category

Admin - Class Notes - Create Class Note

Admin created Class Note for a user

Admin - Class Notes - Delete class Note

Admin deleted user's Class Note

Admin - Class Notes - Delete photo

Admin deleted user's Class Note photo

Admin - Class Notes - Disable category

Admin disabled Class Note category

Admin - Class Notes - Edit category

Admin edited Class Note category

Admin - Class Notes - Edit Class Note

Admin edited Class Note for a user

Admin - Class Notes - Edit filters

Admin edited Class Note filters

Admin - Classified - Approve Classified

Admin approved Classified

Admin - Classified - Create category

Admin created Classified category

Admin - Classified - Create Classified

Admin created Classified for a user

Admin - Classified - Delete Classified

Admin deleted user's Classified

Admin - Classified - Delete photo

Admin deleted user's Classified photo

Admin - Classified - Disable category

Admin disabled Classified category

Admin - Classified - Edit category

Admin edited Classified category

Admin - Classified - Edit Classified

Admin edited Classified for a user

Admin - Custom URLs - Created a new custom URL

Admin created a custom URL

Admin - Custom URLs - Deleted an existing custom URL

Admin deleted a custom URL

Admin - Custom URLs - Updated an existing custom URL

Admin updated a custom URL

Admin - Email Marketing - Add community content

Admin added community content

Admin - Email Marketing - Create criteria template

Admin created Email Marketing criteria template

Admin - Email Marketing - Create email

Admin created email

Admin - Email Marketing - Create email list

Admin created an email marketing mailing list

Admin - Email Marketing - Create email template

Admin created a new email template

Admin - Email Marketing - Create new content

Admin created new content

Admin - Email Marketing - Create query

Admin created Email Marketing query

Admin - Email Marketing - Delete email

Admin deleted email

Admin - Email Marketing - Edit community content

Admin edited community content

Admin - Email Marketing - Edit community content format

Admin edited community content format

Admin - Email Marketing - Edit criteria template

Admin edited email marketing criteria template

Admin - Email Marketing - Edit email details

Admin edited email details

Admin - Email Marketing - Edit email list

Admin edited an email marketing mailing list

Admin - Email Marketing - Edit email schedule

Admin edited schedule

Admin - Email Marketing - Edit email template

Admin edited an email template

Admin - Email Marketing - Edit query

Admin edited an email marketing query

Admin - Email Marketing - Edit saved content

Admin edited saved content

Admin - Email Marketing - Released email

Admin released an email marketing email

Admin - Email Marketing - Removed community content

Admin removed community content

Admin - Email Marketing - Removed saved content

Admin removed saved content

Admin - Email Marketing - Sent email preview

Admin sent an email preview

Admin - Engagement Metrics Dashboard - loaded

Admin loaded the Engagement Metrics Dashboard

Admin - Events - Add Event

Admin added Event

Admin - Events - Deleted Event

Admin deleted Event

Admin - Events - Deleted Graphic

Admin deleted Event graphic

Admin - Events - Update Event

Admin updated existing Event

Admin - Events - Upload Event photo

Admin uploaded Event photo

Admin - Export - Create criteria template

Admin created Export criteria template

Admin - Export - Create query

Admin created Export query

Admin - Export - Create Scheduled Export criteria template

Admin created Scheduled Export criteria template

Admin - Export - Create Scheduled Export email notification

Admin created Scheduled Export email notification

Admin - Export - Create Scheduled Export query

Admin created Scheduled Export query

Admin - Export - Create updated fields criteria template

Admin created updated fields Export criteria template

Admin - Export - Create updated fields query

Admin created updated fields Export query

Admin - Export - Delete regular Export

Admin deleted existing regular Export

Admin - Export - Delete Scheduled Export

Admin deleted a Scheduled Export

Admin - Export - Reran regular Export

Admin ran existing regular Export

Admin - Export - Run regular Export

Admin ran regular Export

Admin - Export - Reran updated fields Export

Admin ran existing updated fields Export

Admin - Export - Run updated fields Export

Admin ran updated fields Export

Admin - Export - Reran updated fields Scheduled Export

Admin ran existing updated fields Scheduled Export

Admin - Export - Run updated fields Scheduled Export

Admin ran updated fields Scheduled Export

Admin - Export - Save data list

Admin saved Export data list

Admin - Export - Save regular Export

Admin saved regular Export

Admin - Export - Save Scheduled Export

Admin saved Scheduled Export

Admin - Export - Save updated fields Export

Admin saved updated fields export

Admin - Export - Save updated fields Scheduled Export

Admin saved updated fields Scheduled Export

Admin - Export - Update an updated fields Export

Admin updated an updated fields Export

Admin - Export - Update an updated fields Scheduled Export

Admin updated an updated fields Scheduled Export

Admin - Export - Update data list

Admin updated Export data list

Admin - Export - Update Scheduled Export

Admin updated Scheduled Export

Admin - Export - Update Scheduled export email notification

Admin updated Scheduled Exports email notification

Admin - Export - Updated regular export

Admin updated regular Export

Admin - File Library - Add category

Admin added a new File Library category

Admin- File Library - Delete category

Admin deleted an existing File Library category

Admin - File Library - Deleted file

Admin deleted an existing file

Admin - File Library - Replaced file

Admin replaced a previously uploaded file

Admin - File Library - Update category

Admin updated an existing File Library category

Admin - File Library - Update file

Admin updated a file

Admin - File Library - Upload file

Admin uploaded a file

Admin - Flagged Words - Add flagged word

Admin added a new flagged word

Admin - Flagged Words - Delete flagged word

Admin deleted a flagged word

Admin - Flagged Words - Update flagged word

Admin updated an existing flagged word

Admin - Forms - Create Form

Admin created Form

Admin - Forms - Create Role

Admin created a Role

Admin - Forms - Create Role value

Admin created Role value for Field

Admin - Forms - Delete Category

Category deleted from system

Admin - Forms - Delete data field

Admin deleted Field from system

Admin - Forms - Delete Form

Admin deleted Form

Admin - Forms - Delete Role value

Admin deleted Role value for Field

Admin - Forms - Disable Form

Admin deactivated Form

Admin - Forms - Edit Form - Add Category

Admin added Category to Step

Admin - Forms - Edit Form - Add existing Field

Admin added existing Field to Category

Admin - Forms - Edit Form - Add Step

Admin added Form Step

Admin - Forms - Edit Form - Create Category

Admin created new category

Admin - Forms - Edit Form - Create Field

Admin created a Form Field

Admin - Forms - Edit Form - Delete Step

Admin deleted Form Step

Admin - Forms - Edit Form - Edit Category

Admin edited Category

Admin - Forms - Edit Form - Edit Field

Admin edited Form Field

Admin - Forms - Edit Form - Edit Step

Admin edited Form Step

Admin - Forms - Edit Form - Remove Category

Admin removed Category from Form Step

Admin - Forms - Edit Form - Remove Field

Admin removed Field from a Category

Admin - Forms - Edit Role

Admin edited a Role

Admin - Forms - Edit Role value

Admin edited Role value for Field

Admin - Forms - Re-enable Form

Admin re-activated a Form

Admin - Forms - Updated Form

Admin updated a Form

Admin - Groups - Added Auto-Create Field

Admin added an auto-create field to create a group

Admin - Groups - Approved Member

Admin approved a member to join a group

Admin - Groups - Created Event

Admin created a group event

Admin - Groups - Created Group

Admin uses the Create a Group option to create a member group

Admin - Groups - Emailed Members

Admin emailed group members

Admin - HTML - Deleted Content

Admin deleted HTML content

Admin - Identity Checkpoint - Member Merge

Admin merged guest account(s) with constituent records.

Admin - Identity Checkpoint - Member Merge - Skip

Admin did not merge guest account(s) with constituent record(s).

Admin - Import - Import data file

Admin imported a file through the Import Manager

Admin - Import - Membership - Activate User Membership

Admin imported a file to activate user membership

Admin - Import - Membership - Cancel User Membership

Admin imported a file to cancel user membership

Admin - Import - Membership - Lapse User Membership

Admin imported a file to set user membership to lapsed

Admin - Import - Membership - Past User Membership

Admin imported a file to set user membership to past status

Admin - Job Postings - Approve Job Postings

Admin approved Job Posting

Admin - Job Postings - Create category

Admin created Job Posting category

Admin - Job Postings - Create Job Posting

Admin created Job Posting for a user

Admin - Job Postings - Delete Job Posting

Admin deleted user's Job Posting

Admin - Job Postings - Delete Photo

Admin deleted user's photo of the Job Posting

Admin - Job Postings - Disable Category

Admin disabled Job Posting category

Admin - Job Postings - Edit Category

Admin edited Job Posting category

Admin - Job Postings - Edit Job Posting

Admin edited Job Posting

Admin - Member Data - Admin Updated

Admin updated constituent data

Admin - Membership - Activate User Membership

Admin activated user membership

Admin - Membership - Cancel User Membership

Admin canceled user membership

Admin - Membership - Created Membership Campaign

Admin created a membership campaign

Admin - Membership - Lapse User Membership

Admin set user membership to lapsed

Admin - Membership - Past User Membership

Admin set user membership to past status

Admin - Membership - Update Membership Campaign

Admin updated a membership campaign

Admin - News - Add article

Admin added News article

Admin - News - Deleted article

Admin deleted News article

Admin - News - Update article

Admin updated News article

Admin - Offline - Membership - Auto Renew Membership

User membership reached its expiration date and was automatically renewed

Admin - Offline - Membership - Lapse Membership

User membership reached its expiration date and was set to lapsed status

Admin - Photo Albums - Approve photo

Admin approved photo

Admin - Photo Albums - Decline photo

Admin declined photo

Admin - Photo Albums - Uploaded photo

Admin uploaded photo

Admin - Search - Create criteria template

Admin created Admin Search criteria template

Admin - Search - Create query

Admin created Admin Search query

Admin - Search - Delete criteria template

Admin deleted Admin Search criteria template

Admin - Search - Delete query

Admin deleted Admin Search query

Admin - Search - Update criteria template

Admin updated Admin Search criteria template

Admin - Search - Update query

Admin updated existing Admin Search query

Admin - Social Applications - Added Donation Campaign

Admin selected a Donation Campaign to display in Facebook

Admin - Social Applications - Added Event

Admin selected an Event to display in Facebook

Admin - Social Applications - Added Membership Campaign

Admin selected a Membership Campaign to display on Facebook

Admin - Social Applications - Deleted Donation Campaign

Admin removed a Donation campaign from displaying in Facebook

Admin - Social Applications - Deleted Event

Admin removed an Event from displaying in Facebook

Admin - Social Applications - Deleted Membership Campaign

Admin removed a Membership Campaign from displaying on Facebook

Admin - Social Applications - Edited Donation Campaign

Admin edited the display of a Donation Campaign in the Social Applications tool

Admin - Social Applications - Edited Event

Admin edited the display of an Event in the Social Applications tool

Admin - Social Applications - Edited Membership Campaign

Admin edited the display of a Membership Campaign in the Social Applications tool

Admin - Sub-communities - Create Sub-community

Admin created Sub-community

Admin - Sub-communities - Delete Sub-community

Admin deleted Sub-community

Admin - Sub-communities - Update Sub-community

Admin updated Sub-community

Class Notes - Create Class Note

Users created Class Note

Class Notes - Delete Class Note

User deleted Class Note

Class Notes - Delete Photo

User deleted Class Note photo

Class Notes - Edit Class Note

User edited a Class Note

Class Notes - Search Class Notes

User unique search of Class Notes

Class Notes - View from Profile Page

User viewed Class Note linking from Profile Page

Classified - Create Classified

Users created Classified

Classified - Delete Classified

User deleted Classified

Classified - Delete photo

User deleted Classified photo

Classified - Edit Classified

User edited Classified

Classified - Search Classifieds

User unique search of Classifieds

Classified - View full Classified

User viewed full Classified

Donations - Contribute

Users made donation transaction

Donations - Perpetual Gift Cancellation

User canceled perpetual gift donations

Dues - Purchase

Users made dues transaction

Email Member

User emailed other user

Email Member - From Profile Page

Users emailed members from Profile Page link

Events - Changed registration

User changed event registration

Events Guest Registered

User registered guests for an event

Events Guest Removed

User removed guests from an event

Events - Purchase

User purchased something

Events - User registered

User registered for an event

Facebook - Connected

User connected to Facebook

Facebook - Login

User logged in to Facebook

Facebook - Publish campaign contribution

User published campaign contribution to Facebook

Facebook - Publish class note

User published class note to Facebook

Facebook - Publish event registration

User published event registration to Facebook

Facebook – Publish group event creation

User published group creation to Facebook newsfeed

Facebook – Publish group event registration

User published event registration to Facebook newsfeed

Facebook – Publish group photo

User published photo addition ( not the photo itself) to Facebook newsfeed

Facebook – Publish group photo comment

User published group photo comment to Facebook newsfeed

Facebook – Publish group post

User published group post to Facebook newsfeed

Facebook – Publish group post comment

User published group post to Facebook newsfeed

Facebook – Publish membership

User published membership purchase to Facebook newsfeed

Facebook - Removed connection

User removed connection to Facebook

File Library - Downloaded file

User downloaded a file

Forms - Begin Form

User started Form

Forms - File uploaded

User uploaded a file with Form

Forms - Submit completed Form

User submitted completed Form

Friends List - Pending List - Add friend

User accepted a Friends List invite

Friends List - Pending List - Decline friend

User declined a Friends List invite

Friends List - Pending List - Decline and block friend

User declined a Friends List invite and blocked the other user

Friends List - Queue List - Add friend

User requested friendship with another user

Groups - Added Photo

User a added photo to a group

Groups - Commented on Post

User commented on a group post

Groups - Created Event

User created a group event

Groups - Created Group

User created a group

Groups - Created Post

User added a group post

Groups - Invited Friend

User invited a friend to join the group

Groups - Joined Group

User joined a group

Groups - Participated in Chat

User participated in a group chat

Groups - Posted on White Board

User posted on a group White Board

Groups - Registered for Event

User registered for a group event

Groups - Tagged Photo

User tagged a group photo

Honor Roll - Import

Records were imported into the Honor Roll tool

Identity Checkpoint - Member Matched

User selected a matched record on the user confirmation screen

Job Postings - Create Job Posting

User created Job Posting

Job Postings - Delete Job Posting

User deleted Job Posting

Job Postings - Delete photo

User deleted Job Posting photo

Job Postings - Edit Job Postings

User edited Job Posting

Job Postings - Search Job Postings

User unique search of Job Postings

Job Postings - View full Job Posting

User viewed full Job Posting

Login - Account Lookup

User used Account Lookup feature

Login - Auto Login

User logged in automatically

Login - CAS

User logged in using CAS

Login - LDAP

User logged in using LDAP

Login - OpenAuth Connect

User connected OpenAuth account with their Encompass account

Login - OpenAuth Login

User logged in using OpenAuth

Login - Prepopulate Link

User logged in using a pre-populated link

Login - Regular Login

User logged in manually

Login - SAML

User logged in using Shibboleth

Login - Temp Login

User used temp login page to log in

Login 2.0 - Account Lockout

User was locked out of account

Login 2.0 - Disable Account - Admin

Admin disabled the member account via the Manage Security tool

Login 2.0 - Edit Email - Admin

Admin edited the member email address via the Manage Security tool

Login 2.0 - Emulate Member - Admin

Admin emulated the member via the Manage Security tool

Login 2.0 - Enable Account - Admin

Admin enabled the member account back to active status via the Manage Security tool

Login 2.0 - Lock Account - Admin

Admin locked the member’s account via the Manage Security tool

Login 2.0 - Reset Password

Member reset their password

Login 2.0 - Reset Password - Admin

Admin reset the member’s password

Login 2.0 - Unlock Account - Admin

Admin unlocked the member’s account via the Manage Security tool

Membership - Auto Renew Cancellation

User canceled auto renewal for membership

Membership - Cancellation

User canceled membership

Membership - Purchase

User purchased membership

Message Board - Post message

User posted to message board

News - Open article

User opened News article

Photo Albums - Add Photo Album

User add Photo Album

Photo Albums - Added photo

User added new photo

Photo Albums - Delete Personal Photo

User deleted a photo

Photo Albums - Delete Photo Album

User deleted a Photo Album

Photo Albums - Edit Personal Album

User edited title of Photo Album

Photo Albums - Edit Personal Photo

User edited photo caption

Photo Albums - View Event Photo Album

User viewed Event Photo Album

Photo Albums - View Group Photo Album

User viewed Group Photo Album

Photo Albums - View Member Photo Album

User viewed Member Photo Album

Profile - Account Created

User account created

Profile - Add Blog

User added a blog

Profile - Add Blog Comment

User add a blog comment

Profile - Add Blog Draft

User added a blog draft

Profile - Add Blog Link

User added a blog link

Profile - Add Blog Objection

User add a blog objection

Profile - Add Blog Post

User added a blog post

Profile - Add Custom Embed

User added a custom embed

Profile - Add HTML

User added HTML to profile

Profile - Add Member Field

User added a member field

Profile - Add Objection

User added an objection

Profile - Add RSS Feed

User add an RSS Feed

Profile - Add Widget

User added a widget

Profile - Create Tab

User created a tab

Profile - Delete Blog

User deleted a blog

Profile - Delete Blog Post

User deleted a blog post

Profile - Delete Tab

User deleted a tab

Profile - Has Read Terms

User opted into the community via First Time Login

Profile - Moved Content

User moved content

Profile - Remove Custom Embed

User removed a custom embed

Profile - Remove HTML

User removed HTML

Profile - Remove Member Field

User removed a member field

Profile - Remove RSS Feed

User removed an RSS Feed

Profile - Remove Widget

User removed a Widget

Profile - Renamed Tab

User renamed a tab

Profile - Set Audience

User set the audience for the profile

Profile - Subscribed to Blog Post

User subscribed to receive updates about blog posts

Profile - Subscribed to Comment

User subscribed to receive updates about comments

Profile - Update Profile

User updated their profile form data

Social Applications - User Made Donation

User made a donations using the Social Apps platform

Social Applications - User Purchased Membership

User purchased a membership using the Social Apps platform

Social Applications - User Registered for Event

User registered for an event using the Social Apps platform

Sub-communities - Submit Sub-community

User submitted sub-community for addition

Unsubscribe - Member E-mails

User unsubscribed from member-to-member Emails

Unsubscribed - Category from Email Instance

User unsubscribed from an email marketing category

Verbiage Manager - Admin - Added New Verbiage Item

Admin changed/customized the default site verbiage (first change to the verbiage item)

Verbiage Manager - Admin - Deleted Verbiage Item

Admin clicked button to "Reset to Default Verbiage" for a verbiage item

Verbiage Manager - Admin - Updated Verbiage Item

Admin updated verbiage that had already customized for the community