User Actions Report

Updated on 19 Nov 2024
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User Actions Report Specification

This report provides detail on selected user activity within Reveal. To run the report, you must specify the following criteria:

Start Date - Select or enter the first date of the time period in which you want to review the user actions.
End Date - Select or enter the last date of the time period in which you want to review the user actions.
Users - Select one or more users to review.
Actions - Select specific user actions from the list provided or select Check All to view all user actions for the selected users.

61 - 03 - User Actions Report specs

Action	Report Description
Annotation / Redaction Inserted or Modified	Lists the document(s) where a user has inserted a new Annotation or Redaction or made changes to an existing one.
Annotation / Redaction Removed	Lists the document(s) that the user has removed an existing Annotation or Redaction from.
Document Access Granted	For a user who can control access to secured documents, this lists each document where the user has granted access to it for a specified team.
Document Access Removed	For a user who can control access to secured documents, this lists each document where the user has restricted access to it for a specified team.
Document Assigned	Lists every document in which the user has assigned that document to another user.
Document Assigned To Pool	Lists every document that was assigned to a Pool Team by the user.
Document Auto-Tagged	Lists every document tagged automatically by a rule, due to it being related to the target document tagged initially by the user.
Document Auto-Untagged	Lists every document un-tagged automatically by a rule, due to it being related to the target document tagged initially by the user.
Document Delete Confirmed	Lists every document involved in a deletion job that the user has submitted.
Document Deleted	Lists every document involved in a deletion job request created by the user.
Document Downloaded	Lists document(s) where the user downloaded a native copy to their local machine.
Document Fields Modified	Lists any document where the user has modified the value of an updateable field from within the Document Review window.
Document Foldered	Lists every document where the user has added it to a private Work Folder.
Document Foldered Shared	Lists every document where the user has added it to a shared Work Folder.
Document Lock-down Added	Lists every document where the user has applied a Lock-Down to an area or tag from within the Document Review window.
Document Lock-down Modified	Lists any document where the user has made any changes to an area or tag with an existing Lock-Down.
Document Marked for Delete	Lists every document marked for deletion by the user.
Document Native Emailed	Lists any document where an Email Document Link has been mailed out by the user.
Document Notes Modified	Lists any document where the user has added a Review Note or modified an existing one.
Document Printed	Lists any document where the user has printed it out from the Document Review window.
Document Privileged Notes Modified	Lists any document where the user had added a Privileged Note or modified an existing one.
Document Privileged Notes Removed	Lists any document where the user has removed an existing Privileged Note.
Document Reassigned	Lists every document in which the selected user has reassigned that document from one user to different user.
Document Reassigned To Pool	Lists every document that was returned to a Pool Team by the user.
Document Self Assigned	Lists any document where the user has assigned it to themselves to Review.
Document Tagged	Lists every record where document(s) were tagged by the user.
Document UN Marked for Delete	Lists any document where it was previously marked for deletion, but then unmarked by the user.
Document Unassigned	Lists any document where the user unassigned it from an Assignment Folder or Reviewer.
Document Unfoldered (Document)	Lists every document where the user has removed it from a Document Folder.
Document Unfoldered Private	Lists every document where the user has removed it from a private Work Folder.
Document Unfoldered Shared	Lists every document where the user has removed it from a shared Work Folder.
Document Untagged	Lists every record where document(s) were untagged by the user.
Document View End	Lists any document where the user has stopped viewing it by closing the Document Review window or has moved on to viewing a different document.
Document View Start	Lists any document where the user has opened and started viewing it in the Document Review window.
Document Viewing	Lists any document that is longer (e.g., a pdf with 100+ pages), and where the user has been viewing the same page for an extended period.
Privileged Document Type Removed	Lists every document possessing a tag where the user has removed the Privileged attribute for that tag.
Privileged Document Type Set	Lists every document possessing a tag where the user has set the Privileged attribute for that tag.

Click Run Report to generate a downloadable User Action Report. The report will show User, TeamTeams, Begin Number, Action Type and Date, all of which may be filtered.

61 - 04 - User Actions Report

Report Scenarios

The User Actions Report can be utilized to provide information on when specific user activity has taken place in the Project. There are several actions that are recorded for a user, allowing for more flexibility when creating reports. Below are some example use cases.

Audit a user’s document viewing history.
Search for documents that were submitted for deletion and removed from the project.
Monitor redaction activity for privileged and confidential documents.
Revisiting documents where users have provided or edited notes.
Determine when certain teams were provided access to view a document.
Identify what document natives were emailed or downloaded locally.

What's Next

Tagging Reports

Table of contents

User Actions Report Specification
Report Scenarios