Email an activity report for one person or role
Send a weekly or monthly email of what one account, or everyone with one role, did on the site, with the activity list attached as a CSV file.
What it does
BetterShield › Ultra › Client report has a second card, Activity report for one person or role, on the same screen. It emails a scheduled summary of what one account, or everyone with one role, did in the period, with the full list attached as a CSV file.
The message names who it is about and the period, counts their events by type, and attaches the same rows the activity log can export. If nothing was recorded, it says so. A role is read as its accounts when the report goes out, so someone given the role since you saved is included, up to a hundred accounts. A role nobody holds gives a report of nothing, never the whole log.
It sends part of the activity record, so you need permission to read activity to read, save or send it. A staging copy does not send it.
Set it up
| Option | What it does | Default |
|---|---|---|
| Send this report on a schedule | Turns scheduled delivery on. | Off |
| Report on | One account or A role. | One account |
| Username or email | The account to report on. Shown for One account. | Empty |
| Role | The role to report on. Shown for A role. | Empty |
| How often | Weekly or Monthly. | Weekly |
| Day of the week | Sunday through Saturday, for a weekly report. | Monday |
| Day of the month | A day from 1 to 28, for a monthly report. | 1 |
| Send it to | Up to 5 email addresses, separated by commas. | Empty |
Press Save. A report that is on but has no account or role, or no address, shows a warning and does not send. A name that matches no account is refused. Send Now sends one at once and does not change the next scheduled date. The card shows Next scheduled report and, after a send, how many events the attached file held.
Recommended settings
Our advice: use it for a contractor, an editor with wide access or a role that changes the site, and send it to the person who manages that access. A weekly report suits an account you are watching closely. A monthly one suits a routine review. Send one now to yourself before adding the final addresses.
What it can break and how to undo
The report lists what a person did on the site, so check each address before you save. Turn off Send this report on a schedule and press Save to stop future reports. Reports already sent cannot be recalled. The attached file stops at 10,000 rows and says so, and the rest stay in the activity log.
Check it is working
Press Send Now and open the message. It should name the right person or role and the right period. The activity log records Alert sent with how many addresses and rows were sent, and not which addresses.