Manage Recent Activities

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Your dashboards are what you see first when you log in to your CosmoLex account.

Your ability to view dashboards depends on your user access.

CosmoLex has three dashboards:

Firm Dashboard	Displays firm-wide information Admin-level users can restrict individual users’ access. For additional information, see Use the Firm Dashboard.
Me Dashboard	Displays useful information based on the user who has logged in Focuses more on Practice Management and Time-related items For additional information, see Use the Me Dashboard.
Recent Activities	Displays recent user activities such as transactions, invoices, matters, logins, etc. Users can filter activities based on a variety of criteria such as reference number, context. etc. You can also export audit trail in Excel, PDF, or CSV.

View Recent Activities

Note

Users restricted from viewing certain Clients/Matters using the Ethical Wall feature will see Secured Client Matter instead of the name.

From the left navigation panel, click Dashboard.
From the tabs atop the Dashboard screen, select Recent Activities.
The Recent Activities screen displays columns for Date/Time, Activity, Item Type, Reference, Context Type, Context, and User for recent activities.
After making any new entries, you can refresh Recent Activities by clicking on the refresh icon in the toolbar.

Filter Recent Activities

You can apply filters to Recent Activities by clicking on the magnifying glass icon in the right panel. The Filters pane allows you to search for information based on a variety of criteria.

Filters Criteria

Date/Time

Defaults to one month. To change, you can use the Range drop-down to select from All Dates, This Week, This Month, This Quarter, This Year, Last Week, Last Month, Last Quarter, Last Year or use the =, >, < symbols and choose your date range from the calendar.

Context

Use this filter to enter a context which could be a particular client, matter, new entry, or login ID.

User

You can choose to view recent activities of All users or use the drop-down to choose a specific user.

Activity

By checking the box beside each, you can choose from Add, Delete, Login, Update, Information, or Logout.

Item Type

To view recent activities of a specific Item Type, you can check the box beside each or more than one item type from Bank, Contact, Event, General, Invoice, Matter, Setup, Statement, Task, Time, Expense, Transaction, User, Chart of Accounts, Client Portal.

Reference

You can enter a reference value to narrow down your search to a specific entry. The Reference value identifies the specific instance of the item based on the Item Type, as follows:

Item Type	Reference Value
Accounts Payable	AP Index Number
Bank	GL Number of the Bank Account
Chart of Accounts	CoA Number
Client Portal	Type of Activity
Contact	Contact Index Number
Event	Event Start Date and Time
Expense	Time/Expense Index Number
General	None
Invoice	Invoice Number
Journal Entry	Entry Number
Matter	Matter Index Number
Setup	None
Statement	Reconciliation Date
Task	Task Name
Time	Time/Expense Index Number
Transaction	Transaction Index Number

Export Options

On the Export Grid, in the Export Options section, take the appropriate action:
- Export Current Page
  1. Click the Export current page radio button.
- Export Multiple Pages
  1. Click Custom Export.
  2. From the From Page and To Page drop-downs, click your desired page range.
If you used search filters to refine your results, leave the Apply current filters and Print Applied Filters boxes checked to retain them in your export, or uncheck them if desired.
From the Export format field’s drop-down, click Excel, PDF, or CSV format.
In the Report Title field, you can overwrite the default title, if desired.
In the Description field, enter a description, if desired. This will display beneath the Report Title.
Click Export.
The system downloads your export file in your designated format to your designated location.

Updated on March 4, 2024

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View Recent Activities

Filter Recent Activities

Filters Criteria

Export Options

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