Have you ever asked yourself "how many inspections were carried out last month" or "which inspections did Person A carry out last week"? Well, using the filter option on the activities tab will give you the tools to answer these and many other questions you may have regarding your record history.

Click on the Activities icon on the left hand side of your screen and then click on the Filter button over on the right hand side; this will give you four options to refine your search.

Activity Type - choose from Folder activities, Record activities (expand this option using the little arrow to specify even more, such as record movement), Inspection activities, Task activities or Certificate activities.

User - tick the applicable names from a list of all the users in the account.

Folder - select which folders and sub-folders you want to include.

Date Range - use this option to narrow your search down to a specific day / date or period; don't forget that you need to enter two dates even if you are filtering on one day.

In the example shown below, we wanted to find out what inspections were carried out by all users in October 2019 in the account:

Once you are happy with the filter options you have selected, click on Apply filters and your results will be displayed.

You can see which filters have been applied from the boxes in the blue bar at the top of the screen. To remove a filter, click on the X next to the filter name or you can Reset all filters.

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Still can't find the answer you need? We'd love to help!
Contact our Customer Support Team via the chat button in the lower right corner of the screen, on +44 (0)1248 719270 or at support@papertrail.io

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