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How to See User Activity In Your Virtual Data Room
How to See User Activity In Your Virtual Data Room

Use ProDeal's activity report to see user activity in your ProDeal virtual data room

Ian Group avatar
Written by Ian Group
Updated over 10 months ago

To give you full insight into work done in a specific data room, ProDeal logs all activities, including (but not limited to) actions such as viewing documents, uploading documents, downloading documents, edits to the room, writing a note, or updating status or item access.

To see the recent activity in a specific room, click Room Activity on the lower part of the left-hand bar of your room.

Room Activity Filter

To filter the room activity, use the filters found at the top of the screen (under the room name). You can filter by Teams, Users, Date Range, and Events.

  • Teams

  • Users

  • Date Range

  • Events

How to export room activity

To export the room activity, click the Export button found on the upper right-hand of your screen, and select what type of file (XLSX and CSV)

How to see activity on a specific document

You can also see a document’s activities while in the Document Viewer. Click the Document Activity button found on the right sidebar of your screen

How to inspect document-level details

You can also inspect other document-level details while in Document Viewer. These options can be found in the right sidebar of your screen.

Details

To see the specific details of the documents, click Details and you will see the following information:

  • File Name

  • File Type

  • File Status

  • Upload Date / Uploaded by

  • File Size

  • Teams with Access

Notes

You can also check the Notes for the specific document. Click Notes in the sidebar to see the Notes.

You can also add Notes by clicking the text box found in the bottom right corner of the screen.

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