Enhanced User Activity Report

Enhanced Standard Reporting Availability 

Enhanced Standard Reporting is now available as an optional feature for your system.

Want to opt in NOW? Submit a support ticket or contact your CSM to enable this feature and access faster processing, extended historical data, and improved reliability.

Customizing and Sharing This Report

Columns: Use the column selector to show, hide, or reorder columns to match your workflow.

Filters: Your filter selections are remembered between sessions — the report opens with your last-used settings automatically.

Sharing (INSIGHTS users): You can duplicate, rename, and share customized versions of this report with team members, and schedule automated delivery by email. System-level reports remain unchanged and available to all users.

Sharing (Standard users): You can duplicate this report and customize filters for personal use. To share a customized version with your team, duplicate the report, apply your preferred filters, and share it directly with individual users. System-level reports cannot be modified or set as a default for all users. See Enhanced Standard Reporting Overview for more detail.

The User Activity Report provides comprehensive insights into user engagement and productivity by tracking activities logged by your team members. Use this report to monitor recruiter and sales activity, evaluate team performance, and identify opportunities to improve workflow efficiency across your organization.

Enhanced Reports

On This Page

→ Accessing the Report

→ Understanding This Report

→ Using Filters

→ Reading the Data

→ Practical Applications

→ Exporting Your Data

Accessing the Report

1. Click the Analyze tab in the main navigation
   The Reports section will automatically open in the left sidebar
2. In the search field, type User Activity or scroll to locate User Activity
3. Click User Activity to open the report
4. The report loads immediately with data based on your previous filtering options

Note: Reports load with Today & Yesterday as the initial default. Once you adjust filters, the report remembers your selections for future sessions. If you see unexpected results, check your active filters in the right panel. The data you see depends on your security permissions—users with restricted access may see fewer activities than colleagues with broader visibility.

Understanding This Report

What This Report Shows You

The User Activity Report displays all activities logged by your team members, organized by activity type and user. The report aggregates activity counts, allowing you to see at a glance which recruiters and sales representatives are actively engaging with talent and clients, which types of activities are most common, and how activity levels vary across your organization.

The report presents data in a matrix format, showing activity types across columns and the total count of each activity. You can drill down into any activity count to see detailed information about individual activity entries, including dates, associated talent or contacts, and activity notes.

Why Use This Report

This report helps you answer important questions about team productivity and engagement:

• Which team members are logging the most activities with talent and clients?
• What types of activities are your recruiters and sales reps performing most frequently?
• Are there gaps in activity logging that might indicate coaching opportunities?
• How does activity volume compare across different offices or regions?
• Which activities are being logged consistently versus sporadically?
• Are system-generated activities being created as expected?

Who Benefits From This Report

Different roles use this report to address specific operational needs:

Operations Managers: Monitor team productivity, identify activity logging trends, ensure consistent use of the system across teams, and recognize high-performing team members who maintain strong engagement with talent and clients.

Recruiting Managers: Track recruiter activity levels, identify which activities drive successful placements, spot potential coaching opportunities when activity levels drop, and ensure recruiters are maintaining regular contact with talent pools.

Sales Managers: Monitor sales representative engagement with clients and hiring managers, track business development activities, identify patterns in successful client relationships, and ensure consistent follow-up on opportunities.

Branch Managers: Compare activity levels across team members within your office, identify top performers, understand which activities your team focuses on, and ensure proper documentation of client and talent interactions.

Executive Leadership: Evaluate overall system adoption and usage patterns, identify training needs across the organization, recognize high-performing offices or regions, and make strategic decisions about workflow processes and team structure.

Using Filters

Filters appear on the right side of your screen and help you focus on specific users, activity types, or time periods. All filters default to "Include all" when you first open the report, giving you a complete view of all user activity.

Available Filters

Filter Name	What It Does	When to Use It
Division	Filters activities by the user's employer/division assignment	Review activity patterns within a specific business unit or employer entity (not all accounts have divisions enabled)
Region	Filters activities by the user's geographic region	Compare activity levels across territories or analyze regional engagement patterns
Office	Filters activities by the user's branch location	Evaluate individual office productivity or compare performance across multiple branches
HCM User	Filters activities by the specific user who logged them	Focus on an individual team member's activity history or compare specific users' performance
Recruiter Activity	Filters by specific talent-related activity types	Analyze which talent activities are being logged most frequently or focus on specific recruiter workflows
Sales Activity	Filters by specific client/hiring manager activity types	Review which client activities are driving business development or track follow-up patterns with hiring managers
Date Type	Choose between Activity Logged Date or Activity Date	Select whether to filter by when the activity was logged in the system versus when the activity actually occurred
Date From / Date To	Filters activities within a specific date range based on the selected Date Type	Define the exact period you want to analyze for activity trends and patterns
Date Range	Quick-select date ranges (Yesterday, Today, Tomorrow, Last Week, This Week, etc.)	Rapidly filter to common date periods without manually entering dates

Note: When using Date Range, the Date From and Date To fields automatically disable. Select either Date Range or manually enter Date From and Date To—not both. The Date Type selection determines which timestamp the date filters apply to.

Applying Your Filter Selections

1. Click on the edit icon next to any filter name to expand it
2. Make your selections by checking boxes or choosing from dropdowns
3. Click Apply to update the report with your filtered view
4. Click Cancel to discard changes and return to the previous filter state

Reading the Data

The User Activity Report displays aggregated activity counts in a matrix format. Each row represents a unique combination of user and activity type, with columns showing the count of activities logged. The report distinguishes between recruiter activities (talent-focused) and sales activities (client-focused) by adding "-Recruiter" or "-Sales" to activity names.

Main Report Fields

The primary report view shows summarized activity data to help you quickly identify patterns and trends:

Field Name	Description	How to Use It
Name	The talent name or contact name associated with the activity	Identifies which talent or client contact the activities relate to
Activity Name	The activity type with "-Recruiter" or "-Sales" appended to distinguish between talent and client activities. System-generated activities show "System" at the end.	Understand what type of activity was logged and whether it's talent-focused, client-focused, or system-generated. Click any activity count to drill down into detailed records.
Activity Count	The number of times this activity type was logged for this talent or contact	Gauge activity volume and engagement levels. Higher counts indicate more frequent interaction.

Understanding Activity Name Suffixes

The report automatically adds suffixes to activity names to help you distinguish between different activity contexts:

• -Recruiter: Activities logged against talent records (phone screens, interviews, follow-ups with candidates)
• -Sales: Activities logged against client contacts and hiring managers (business development calls, client meetings, contract negotiations)
• -System: Automatically generated activities created by workflow rules or system processes

Secondary Report Details

The secondary report provides complete details about each individual activity:

Field Name	Description	Notes
Date	The date the activity was created (for contact activities) or the logged/actual activity date (for talent activities), depending on the Date Type selected in your filters	This reflects the Date Type you selected in filters—either when the activity was logged or when it actually occurred
Name	The talent or contact name associated with this specific activity	Identifies who the activity involved
Company	The company name from the associated job requisition	Shows which client the activity relates to
Requisition	The job requisition ID	Displayed only for recruiter activities; links the activity to a specific job opening
Requisition ID	The internal job ID used in the system URL	Displayed only for recruiter activities; useful for direct navigation to the job record
User	The initials of the user who logged the activity (first letter of first name + first letter of last name)	Identifies which team member performed and logged the activity
Activity	The activity type name	Specifies what type of activity occurred
Notes	The detailed notes entered by the user when logging the activity	Provides context about what was discussed or accomplished during the activity

Understanding What You're Seeing

Duplicate activity names with different suffixes: The same activity type may appear multiple times with different suffixes (-Recruiter, -Sales, -System). This is intentional and helps you distinguish between the same activity logged in different contexts.

System activities: Activities marked with "-System" are automatically generated by Avionté workflows. These don't reflect manual user actions but are useful for tracking automated processes like status changes or notifications.

Requisition fields appearing only for some activities: Requisition and Requisition ID fields only display in the secondary report when you drill down on recruiter activities, as these are the activities tied to specific job openings.

User initials format: The User field shows only initials to keep the report compact. If you need full names, export the data or reference your user list in Admin Tools.

Practical Applications

Monitoring Team Productivity

Filter by Office or Region and review activity counts across all users. Identify which team members are consistently logging activities and which may need coaching on proper documentation. Set date ranges to compare week-over-week or month-over-month activity trends.

Evaluating Activity Quality vs. Quantity

Use the drill-down feature to review the Notes field in individual activities. High activity counts are good, but reviewing notes helps you assess whether activities are meaningful and detailed or just minimal documentation. This insight helps with coaching and training.

Identifying Top Performers

Filter by Date Range to focus on a specific period (monthly or quarterly), then export the data to identify which users logged the most activities. Recognize high performers who maintain consistent engagement with talent and clients.

Tracking Recruiter vs. Sales Balance

Use the Recruiter Activity and Sales Activity filters to compare how much time your team spends on talent engagement versus client development. This helps ensure proper balance between candidate sourcing and business development activities.

Analyzing Activity Types

Review which activity types appear most frequently. If certain critical activities (like follow-ups or interviews) show low counts, this may indicate workflow issues or training opportunities. Use this insight to refine your team's engagement strategies.

Auditing System Activity Generation

Filter to view only System activities to verify that automated workflows are functioning correctly. If expected system activities aren't appearing, this may indicate configuration issues that need attention.

Exporting Your Data

Export your report data to perform detailed analysis in Excel, create performance dashboards, or share productivity metrics with leadership.

1. Apply all filters you want to include in your export
2. Verify your Date Type and date range settings are correct
3. If you want detailed activity records, drill down into specific activity counts before exporting
4. Click the three-dot menu icon (⋮) in the top right corner of the report area
5. Select your preferred format from the Download submenu:
   • Image: Creates a visual snapshot of the report as currently displayed
   • CSV File: Exports raw data compatible with Excel, Google Sheets, and database tools—recommended for detailed analysis
   • PDF File: Generates a formatted document suitable for printing or formal distribution
   • Excel File: Creates a native Excel workbook with formatted data

 

Note: Your export will include only the data visible based on your current filter selections. If you've drilled down into a specific activity count, the export will include the detailed secondary report. To export the main summary view, ensure no drill-down is active.

Export Tips for Performance Analysis

• Export monthly data to create trend charts in Excel showing activity patterns over time
• Compare exports from different date ranges to identify seasonal variations or productivity changes
• Use CSV exports for easy import into business intelligence tools or dashboards
• Export by individual user (using HCM User filter) for performance review documentation

Refreshing the Report

Report data refreshes automatically in the background. However, if you want to see the most current information immediately after team members log new activities, you can manually refresh.

1. Locate the circular arrow icon above the filter panel on the right side

2. Hover over the icon to see it expand and display the word "UPDATE"
3. Click the icon to re-run the report based on your current filter selections

The report will reload with the latest activity data from your database, reflecting any newly logged activities since you last viewed it.