Activity tracking

Your planroom can provide useful activity tracking for views, downloads and orders. This activity is available to you and your customer.

When activity is tracked

User activity is tracked only when a user is registered and logged in, or if the user clicked on a blast link. In both of these cases the planroom has a specific user or contact record to the activity entry.

Guests on your planroom who are not logged in are not tracked. The activity tracking reports should not be used as authoritative lists of everything that goes on unless you are requiring logins, so that all users can be tracked.

Which activities are tracked

Views: Viewing an individual project file is tracked.
Downloads: Downloading an individual file, a section, or an entire job is tracked
Orders: Ordering an individual file, a section, or an entire job is tracked

How to access

The primary place to locate the activity tracking is in your Control Center. Open any job, and click on the Activity tab. This will show a high-level list of all trackable individuals (logged-in users or blast recipients). Double-click on an individual to see detailed activity.

There are a few printable reports available in the Actions dropdown: a summary or detailed report of all activity for the job, and a detailed report for the individual customer.

You can also export all the activity, which will give you a CSV spreadsheet that you can open up in Excel, Google Drive or any other spreadsheet software. This allows you to do more analysis on the data if needed, and generate whatever kind of reports you need.

Making available to your customer

The activity tracking data is automatically made available to your customer, which would be any approved user that belongs to the same company as the job. So for example if this job is assigned to ACME Construction, any approved user for ACME Construction will automatically see an Activity tab when they login to your planroom and view the job.

Your customer will similarly see a list of all users that have accessed the job (viewed, downloaded, or ordered a file) and can click on one of the users to see the detailed tracking data.

First access reported

The activity reports will show you the first time a user interacted with a particular file. So if your user viewed an addendum on Monday, then came back and viewed it 10 more times later in the week, Monday is the date you'll see on the report.

The primary purpose is to answer the question "did this user view the addendum" and "when did the user first view it." We don't show subsequent activity if it is for the exact same file.