When teams are setup within Yearli Premier, the system will create a report tracking the action each team member has taken recently. This report can be helpful to determine which individual may have completed a certain task or action.
The Activity Log report is available to view by:
- Log into Yearli Premier.
- Select Manage Team in the left navigation pane.
- Find the specific team and choose the Manage link to the right.
- Choose the View Activity button under Activity Log.
- Select the activity type to be viewed in the Activity drop-down menu.
- Enter additional search criteria in the search box, if needed.
- The report details will display on screen.
Currently Yearli Premier offers the ability to see the following team member activities within the report:
- Delete Payer
- Edit Form
- Edit Recipient
- Submit Forms
- Print Forms
- Edit Payer
- Invite Purchase