Activity history
A chronological log of everything that's happened in the account.
The History tab is the account's timeline - a chronological record of what's happened, so you can always see what changed and when.
What gets logged
Events across the platform, each with a clear label, for example:
- Reports generated and published
- Insights generated and recommendations actioned
- Notes and comments added
- KPI and goal updates
- Data refreshes and platform connections
- Tasks created and completed
Reading it
Scroll the timeline newest-first, and filter by event type if you're looking for something specific. Click an event to jump to whatever it relates to.
Actions taken by your team are clearly marked, so you can tell internal activity from the client's own. Your team sees the full history across every event; a client only ever sees their own actions, never your internal ones.
Everyone in your workspace can see the account's activity, so it doubles as a lightweight audit trail of who did what.
Empty to start
A brand-new account shows "no activity yet" - the timeline fills in as you connect platforms, run reports and start working.