Introduction

Using subtotals on the Activity Log from a worker's profile gives you a broad overview of their contributions during a given date range. By clicking on a particular activity you can review a summary of all the related activity. For example, if you click the "Comment Created" activity, you'll be shown a list of all the comments created by that worker. This provides insight into how workers spent their time in the helpdesk.

Instructions

Displaying a worker's activity

1. Click profiles in the top right navigation menu:
   

2. Select a worker by clicking on their name.

3. Click on the Activity Log tab:
   

Using subtotals

1. Expand the subtotals if they aren't visible by clicking on the subtotals link in the top right of the worklist:
   

2. If the subtotals aren't sorted by Activity, click on the title of the subtotals and select it from the menu:
   

Filtering to a specific date range

1. Click on the Filters bubble above the worklist and select Toggle Advanced from the menu.

2. Add a filter to restrict the date range of activity to only events that happened today. Click the Add Filter button when finished:
   

3. You should now see all the activity performed by this worker during the current day:
   

Saving a preset

You can save a preset for the date range so you don't have to add the filter manually each time you view a worker's profile.

1. Select Save filters as preset from the -action- dropdown in the Filters section:
   

2. Any time you want to use this preset, simply select it from the menu on the Filters bubble: