{"id":24514,"date":"2024-06-14T10:37:30","date_gmt":"2024-06-14T08:37:30","guid":{"rendered":"https:\/\/docs.prim.io\/prim-io-user-guide\/modules\/crm\/events\/history-of-operations\/"},"modified":"2024-06-14T10:37:32","modified_gmt":"2024-06-14T08:37:32","slug":"history-of-operations","status":"publish","type":"page","link":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/events\/history-of-operations\/","title":{"rendered":"History of operations"},"content":{"rendered":"\n

Interface for a detailed history of all transactions and issued documents performed by users of the system. Used to reference which user entered, edited, deleted, or canceled which document, when, and what. It consists of Heather (1), Filter (2) and Score (3):<\/strong> <\/p>\n\n

\"\"<\/figure>\n\n

Header (1)<\/h3>\n\n

In the Header (1) is the name of the report and a button to hide\/show the filter.<\/p>\n\n

Filter (2)<\/h3>\n\n

Filter (2) controls the data in Result (3) and you have the following options to filter the data:<\/p>\n\n

Filter<\/td>Description<\/td><\/tr>
Period<\/td>Choose from a drop-down menu for which period to display your transactions. Works by creation date of operation. The possible options are:– Today– Yesterday– The last 7 days– Last 30 days– The last 365 days– Current month– Previous month– Current quarter– Previous quarter– Current year– Previous year– To date – shows all offers to date, from the first offer entered into the system, regardless of date.<\/td><\/tr>
From date – to date<\/td>Filter by specific dates or period to display your transactions. <\/td><\/tr>
Document type<\/td>Filter by type of document created. <\/td><\/tr>
Employee <\/td>Filter by employee who performed the transactions. <\/td><\/tr>
Of type<\/td>Filter by “by type” of document object- could be from a warehouse\/contractor\/company, etc.<\/td><\/tr>
To type<\/td>Filter by “by type” of document object- could be from warehouse\/contractor\/company etc.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n

Result (3)<\/h3>\n\n

The result (3) is a list of tasks based on the criteria you specified in Filter (2), with the following columns:<\/p>\n\n

Column<\/td>Description<\/td><\/tr>
Date<\/td>System task ID.<\/td><\/tr>
Event<\/td>Displays what has happened to the document-creation, editing, cancellation, deletion. <\/td><\/tr>
Author<\/td>Indicates which user performed the action on the document. <\/td><\/tr>
Document type<\/td>Displays the document type. <\/td><\/tr>
Document<\/td>Displays the document number. <\/td><\/tr>
Date<\/td>Shows date of document<\/td><\/tr>
From<\/td>Indicates which object the document is from. <\/td><\/tr>
To<\/td>Indicates to which object the document is.<\/td><\/tr>
Currency<\/td>Displays the currency of the document. <\/td><\/tr>
Sum<\/td>Displays document amount.<\/td><\/tr>
<\/a><\/td>Opens a document file.<\/a><\/td><\/tr><\/tbody><\/table><\/figure>\n","protected":false},"excerpt":{"rendered":"

Interface for a detailed history of all transactions and issued documents performed by users of the system. Used to reference which user entered, edited, deleted, or canceled which document, when, and what. It consists of Heather (1), Filter (2) and Score (3): Header (1) In the Header (1) is the name of the report and […]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":23592,"menu_order":3,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"yoast_head":"\nHistory of operations - PRIM.IO RESOURCE CENTRE<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/crm\/events\/history-of-operations\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"History of operations - PRIM.IO RESOURCE CENTRE\" \/>\n<meta property=\"og:description\" content=\"Interface for a detailed history of all transactions and issued documents performed by users of the system. 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