How do I track if a user downloaded or viewed a document?
Tracking Activities with the Reports Feature
The Reports feature in DealRoom allows users with the appropriate permissions to track various activities such as views, downloads, and edits within a room. This feature provides valuable insights and helps you monitor the progress and engagement of team members.
Note: Admins control visibility and access for users within the Permissions tab. If there is something you are unable to see, reach out to a room admin.
Here's a step-by-step guide on how to utilize the Reports feature effectively:
Navigate to the desired room and click the Reports tab from the top menu.
Once inside Reports tab, select Audit Log from the left menu.
To narrow down the displayed activities, use the provided dropdown menu to filter by specific criteria.
If you wish to save or analyze the activity data externally, you have the option to export it to an Excel file.
Click on the Export or Export to Excel button, depending on the interface.
If you need any further assistance or have additional questions, please don't hesitate to reach out to our support team.
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Updated on: 29/08/2023