LogoLogo
More help and supportPhocas website
  • Home
  • Getting started
    • Navigation
    • Homepage
    • Data access
    • User licenses, profiles and permissions
    • Account settings
    • Databases
    • Periods
      • Offset dates
      • Default period for a database
    • Sharing and folders
      • Share a dashboard, favorite, or alert
    • Subscriptions
  • Analytics
    • Take a tour of Analytics
    • Work with the grid
    • View a summary of the data
    • Customize your view (Analytics)
      • Change the mode
        • Period mode
        • Period Variance mode
        • Period Stream mode
        • Moving mode
        • Stream mode
        • Total mode
        • Transaction mode
        • Matrix mode
        • Matrix Variance mode
        • Matrix Share mode
        • Variance mode
        • Search mode
        • Market mode
        • Custom mode
      • Change the properties (Analytics)
      • Change the measures (Analytics)
      • Change the stream
      • Use the activity filter
      • Change the data format
      • Change the period (Analytics)
    • Drill down into your data (view transactions)
    • Filter data (use dimensions)
    • Select data (Analytics)
    • Focus on data (Analytics)
    • Copy or export data
    • Search for data
      • Perform a basic search
      • Perform an advanced search
      • Search for similar or comparative data (right-click filter)
    • Add levels to the grid (grid nesting)
    • Compare data with Matrix mode
    • Get more options for viewing data
    • Visualize your data in a chart
      • Bar and Column charts
      • Combo chart
      • Pareto chart
      • Waterfall chart
      • Line chart
      • Area and % Area charts
      • Pie and Donut charts
      • Bubble chart
      • Radar chart
      • Gauge chart
      • Bullet chart
      • Summary and Ring Summary charts
      • Map charts
      • Configure the chart options
      • Select and focus on a chart segment
      • Export a chart as an image
      • Use the chart legend
    • Save favorites and add to dashboards (Analytics)
    • Reset data
    • Phocas AI
    • Flex Modes
      • Switch modes
      • Filter data (Flex Modes)
      • Apply conditional formatting
      • Add levels to the grid (Flex Modes)
      • Manage columns (Flex Modes)
      • Save and share a favorite (Flex Modes)
      • View your data in a chart (Flex Modes)
  • Financial Statements
    • Take a tour of Financial Statements
    • Overview of access to financial statements
    • Customize your view (Financial Statements)
      • Change the properties (Financial Statements)
      • Change the measures (Financial Statements)
      • Change the period (Financial Statements)
      • Change the current data
      • Change the budget data
      • Change the columns
      • Change the style
      • Change the rows (activity filter)
    • Filter the financial information
    • Select and focus on data (Financial Statements)
    • Copy or export financial information
    • Add a level in a financial statement
    • View financial information in a matrix (change column groups)
    • Add and view comments (Financial Statements)
    • View transactions (Financial Statements)
    • View financial information in a chart
      • Create a Pie and Donut chart (Financial Statements)
      • Create a Value card
      • Export a financial chart widget as an image
    • Save and share favorites (Financial Statements)
    • Add financial analysis to a dashboard
    • Manage financial statements
      • Overview of financial statements and dimensions
      • Create a financial statement
      • Delete a financial statement
      • Customize a financial statement
        • Rename a financial statement
        • Reorder a financial statement
        • Customize account groups
        • Customize calculations
          • Functions for Profit & Loss calculations
          • Formulas for financial ratios
        • Customize headings and spacers
        • Set the revenue row in a Profit & Loss statement
        • Customize columns
        • Customize a Cash Flow statement
          • Common account mapping for Cash Flow statements
        • Rebuild the database
      • Set the financial year end date
      • Map the Retained Earnings account(s)
      • Restrict access to accounts
      • Manage budget streams (Financial Statements)
        • Create a budget (Financial Statements)
      • Use statistical streams
      • Use multiple currencies
      • Manage dimension groups
      • Map categories from your Chart of Accounts
  • Budgets & Forecasts
    • Overview of key terms and concepts
      • Budgets versus forecasts
      • Users and data access
      • Relationship with the Financial Statements module
      • 3-statement budgeting
      • Filtering methods
      • Demand planning
      • Loan repayments
    • Take a tour of Budgets & Forecasts
      • Explore the budget workbook
      • Explore the forecast workbook
      • Explore the Balance Sheet and Cash Flow budgets and forecasts
    • Customize your view (Budgets & Forecasts)
      • Filter a worksheet (search for items)
      • Group period columns
      • Use layouts
    • Use session filters
    • Edit values in a worksheet
      • Open workbook notes
      • Use keyboard shortcuts
      • Copy and paste values
      • Use comparison rows
      • Use sum and working lines
      • Use formulas
      • Spread totals
      • Revert to the baseline values
      • Edit the Balance Sheet budget
      • View and use headcount data
    • Refresh a workbook
    • Use workflows
      • Contribute to the workflow
      • View the workflow history
      • View workflow comments
    • View budget information in a chart
    • Open baseline, comparative, or opening balance data
    • Review the budget or forecast
      • Add and view cell comments
      • View and restore the cell history
      • View the audit log
      • Compare actuals, budgets and forecasts
    • Export a workbook or worksheet tab
    • Manage budgets and forecasts
      • Create a budget workbook
        • Filtered budget or forecast
        • Multi-currency budget
        • Unclassified data
        • Period types in budgets
        • Additional measures for driver-based budgeting
      • Create a forecast workbook
      • Clone a workbook
      • Import a budget or forecast
      • Edit the workbook setup
      • Roll a budget forward
      • Add more detail to a budget or forecast
      • Add worksheet tabs (drivers)
        • Balance Sheet and Cash Flow tabs
        • Manual Entry tab
        • Database tab
        • Headcount tab
          • Headcount tab FAQs
        • Reference tab
        • Lookup tab
        • Allocations tab
        • Scratch Pad tab
      • Manage worksheet tabs
      • Add notes to a workbook
      • Customize the format of measures
      • Manage the workflow
      • Manage user access and notifications
      • Publish a budget, forecast or other worksheet tab
      • Fix the baseline in a budget
      • Delete or restore a workbook
      • Delete a stream (Budgets & Forecasts)
      • Troubleshoot performance issues
  • Rebates
    • Overview of rebates
    • Get started with Rebates
    • Projects
    • Rules
      • Parent-child rebate rules
      • Rebates calculation methods
      • Yearly rebates
      • Quarterly rebates
      • Monthly rebates
      • Whole rule period rebates
      • Retrospective rebates
      • Pro rata rebates
    • Calculations
      • Run a calculation
      • Schedule calculations
      • View calculation results and transactions
      • Post calculation results
    • Seasonal calendars
    • Rebates analysis
    • Rebates near miss analysis
  • CRM
    • Overview of CRM
    • Agenda
    • Contacts
    • Accounts
    • Leads
    • Activities
      • Microsoft 365 Outlook calendar integration
    • Campaigns
    • CRM analysis
    • CRM administration
  • Favorites
    • Save a favorite
    • Manage favorites
    • Set a favorite as your default view
    • Use alerts
  • Dashboards
    • Use dashboards
    • Create a dashboard
    • Set a dashboard as your homepage
    • Manage dashboards
  • Administration
    • Overview of access to data (Administration)
    • Users
      • Add, update or delete a user account
        • User maintenance form
        • User permissions
      • Create a user template
      • Manage a user's database access and restrictions
      • Manage user passwords
      • Monitor user activity
      • Lock user accounts
      • Impersonate a user
    • Profiles
    • Folders (Administration)
    • Favorites (Administration)
    • Dashboards (Administration)
    • Subscriptions (Administration)
    • Periods (Administration)
      • Period types
      • Working days
    • Databases (Administration)
    • Sync Sources
    • Connectors
    • Configuration
      • Set up SSO
      • Set up SSO with Microsoft Entra ID
    • Logs
    • Designer
      • Modify a database
      • Get your data into Phocas
      • Design a database
        • Create a database
        • Add (connect) data to a database
        • Map data to the database
        • Save your database design
      • Design a financial database
      • Build a database
      • View and revert to older design versions
      • Add a budget file to a financial database
      • Add a budget file to a non-financial database (easy budget upload)
    • Sync
      • Automatically join or split items during Sync (split view)
      • Schedule the sync process
      • Migrate Sync
      • Test the sync process
    • Reserved words and characters
    • End of year maintenance tips
  • OTHER INFORMATION
    • File upload
    • Encrypt (share secrets)
    • Glossary
    • Release notes
      • Analytics release notes
      • Financial Statements release notes
      • Budgets and Forecasts release notes
      • Rebates release notes
      • Administration release notes
    • System requirements
    • Technical limitations
    • Security information
    • Scheduled upgrade and maintenance periods
    • More help and support
Powered by GitBook

© Phocas Software

On this page
  • Individual user activity
  • Usage
  • Query
  • System-wide activity
  • Audit

Was this helpful?

  1. Administration
  2. Users

Monitor user activity

PreviousManage user passwordsNextLock user accounts

Last updated 7 months ago

Was this helpful?

User permission:

Individual user activity

The shows you a user's activity over a selected period of days, months or a year, including queries any changes to their permissions, password, user group and so on. You can get activity information from the following three tabs:

Usage

The Usage tab shows a simple column chart with the number of queries that a user makes each day, which is ideal way to check that a user is using the product.

Every time a user performs a query on the query screen, the count for that database and that day is increased. This includes whenever a new item (dimension, measure, property, and so on) is selected. Dashboard and chart queries are not counted.

By default, the chart shows usage across all databases during the past 28 days. You can filter the data by:

  • Database - select the database from the Database menu.

  • Time period - Select the activity for 28 days, 3 months, 6 months or 12 months from the Period menu.

Query

If the Detailed Logs permission has been enabled on the User tab, every query that a user executes will be recorded.

These details display on the Query Logs tab (you might not have permission to see this tab). The log includes the date/time, the database, mode, dimension, period, any selections made and whether the result was shown as a chart or grid.

To permanently deletes all recorded events, click the Purge button.

To re-query the log and reload the page, click the Refresh button.

System-wide activity

User permission: Logs

Audit

User permission: This feature is not typically available to administrators but is used by Phocas implementation and support consultants.

All significant changes to user accounts are recorded in the Audit tab of the user maintenance form. This data is recorded automatically and is captured at a database level, so any changes made outside of the application 'through the back door' are also recorded. The date/time of the event is included. The user-related events that are audited are:

  • CREATED: Records details about creation of a new user.

  • UPDATED: Changes to password, administrator, group, territory and profile. For all except password, the old and new values are retained.

  • DATABASE ADDED: Shows the physical database name and the restriction, if any, that applied.

  • DATABASE UPDATED: Changes to a user's database settings. Records the physical database and the details of the restriction.

  • DATABASE DELETED: Records the database name that was removed from a user. Note: The database isn't deleted; it is just removed from the user's available list of databases. It will still be available to other users.

Details of the 'From' and 'To' fields are truncated at 50 characters; for a detailed view of the change click on the 'From' or 'To' link.

See .

View system-wide activity and error logs
user maintenance form
Administration > Users