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 a computer or tablet, the search box sits above the table, and the rest of the filters are behind the Filters button beside it: a funnel, with the number you've set in a circle on its corner. It slides them out from the right, each with its name above it, and each applies as soon as you change it. Clear all, at the foot, clears everything at once, and Show 120 activities closes it.
Each filter you've set shows as a chip beside the search, such as User: Sam Smith or Date: 1 Oct – 31 Oct 2026. Its × takes that one filter off, and clicking a chip opens the filters again.
On a phone, 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, then tap Apply.
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 all in the Filters panel, or Clear Filters in the popup on a phone. To take off just one, use the × on its chip.
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.
- Completed Jobs Report: 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.