The Activity Log in Canopy is a powerful tool designed to record user actions, enabling practitioners to monitor activity history and access detailed records of modifications or updates performed within the system.
The Activity Log can be filtered according to Activity type, Item, Action taken, Action taken by, Date, or Client.
Permissions Required to View the Activity Log
Only users with the appropriate permissions can view the Activity Log. If you do not see the Activity Log option in the menu, contact your practitioner or account administrator to request access.
Filter the Activity Log
Click your initials in the bottom-left corner of the Canopy interface and select Activity Log from the slide-out menu.
2. To filter by Activity type, click Activity type.
Select any relevant Activity Types.
A green checkmark will appear next to each activity type.
Click Apply filter.
Searching the Activity Log
The search functionality within the Activity Log allows you to filter records by client name, making it easier to locate specific activities. Simply enter the client name in the search bar to display relevant records.
3. To filter by Item, click Item.
Limitations of the Activity Log
Not all activities within Canopy are tracked in the Activity Log. For example, certain changes in email settings—such as managing contact import—are internal to the email system and do not appear in the log. While such actions may trigger notifications, they are not recorded as high-level activities.
Select any relevant Items.
A green checkmark will appear next to each item.
Click Apply filter.
4. To filter by Action taken, click Action taken.
Select any relevant Actions.
A green checkmark will appear next to each action.
Click Apply filter.
5. To filter by team member, click Action taken by.
Select a relevant Team member.
A green checkmark will appear next to each team member.
Click Apply filter.
6. To filter by date, click Date.
If needed, select one of the pre-selected formatted date filters on the left.
Select a Start date and End date from the calendar.
Click Apply.
7. To filter by client, click Client.
Select any relevant Client.
A green checkmark appears next to each client name.
Click Apply filter.
8. To remove a filter, click the X in line with each column header.
Related Topics
Managing User Permissions in Canopy
Understanding Notifications and Activity Logs
Troubleshooting Missing Log Entries