Activity Log Filters
How to use search, date, user, type, and business filters on the Activity Log screen across desktop and mobile.
The Activity Log becomes much easier to use once you narrow it down. The filter tools let you answer practical questions such as which team member changed something, what happened during a certain date range, or which business an action belongs to.
Where The Filters Appear
On larger screens, the filters sit above the table. You can show or hide the filter row, clear everything at once, and keep the search box visible at the same time.
On mobile, the page keeps the search box on screen and moves the rest of the filters into the Filter Activity Logs popup. Use the filter button when you need the date, user, type, or business controls on a smaller screen.
What Each Filter Does
- Search activities: searches the description text. Use this for references, names, worksheet titles, or action wording you remember.
- Date range: limits the table to activity inside the start and end dates you apply. This is useful when you are reviewing a particular week, month, or billing period.
- User: shows activity from one team member only. Choose this when you are checking who carried out a task or reviewing a person's work.
- Type: narrows the list to one kind of event, such as customer updates, worksheet actions, job actions, or import activity.
- Business: limits the log to one or more businesses when your login has access to several.
How The Filters Work Together
Filters stack together. For example, you can search for a job reference, then add a user filter, then add a date range to see only the matching changes from one person during one period.
If the table suddenly looks too empty, the filters are usually the reason. The quickest reset is Clear Filters on desktop or the clear action inside the mobile popup.
A Few Practical Filtering Tips
- Start broad: begin with search or date range, then add user or type only if you still have too many rows.
- Use business filtering early: in a multi-business account, this often removes most of the noise immediately.
- Remember embedded logs: when you are viewing activity from inside a job or customer, Work Planner is already scoped to that record before you add any extra filters.
Related articles
- Activity Log Screen: what the table shows and how linked rows behave.
- Team Member Metrics Screen: useful when you want person-by-person totals rather than a raw event list.
- Transactions List: another screen where filtering by business and date is especially useful.