Generating reports

• access a history of activities ^* performed by any Covata users who are members of the organisation, as well as
• generate reports of these activities.

• Organisation Administration activities; such as activities relating to:
  • user administration; specifically user addition, import or removal,
  • the addition of classifications,
  • clearance group management; specifically:
    • the addition of a clearance,
    • the modification of a clearance’s members, classifications or details or
    • the removal of a clearance,
  • plan and user quota management; specifically the addition or removal of a plan,
  • file administration; specifically disabling or (re-)enabling files.
• Activities relating to organisation users with other roles (typically performed through SafeShare products), such as:
  • file creation,
  • file decryption (including decryption of a file’s read-only view); requiring the retrieval of the required key/s from the Covata Platform,
  • the retrieval of items’ details; for example, these types of activities are required when files and/or folders are listed through SafeShare products,
  • sharing items (i.e. file and/or folders) with collaborators,
  • managing an item; for example, renaming, moving or removing an item.

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Activity fields

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Generating a report

1. Ensure you are signed in to Organisation Administration.
2. Click the Reports option on the left of the Organisation Administration interface to open the Reports page, which displays the most recent 25 activities in reverse chronological order.
3. Filter the activities according to the following filter fields available at the top of this page:

   Filter field	Description
   Start date	Specify the date from which activities conducted within your organisation will be retrieved for the report.
   End date	Specify the date to which activities conducted within your organisation will be retrieved for the report.
   Client ID	The unique identifier of a client application (configured on your organisation’s Covata Platform instance) through which the activity was conducted. For client applications other than SafeShare ones, the client ID value is configured by (and hence, obtainable from) a SafeShare administrator. Specify the client application’s client ID value to retrieve activities for the report, which originate from this application only. For more information about client IDs, see the description for Client ID in the SafeShare Administrator’s Guide. Note: Any activities conducted by a Covata user through SafeShare for Web or Organisation Administration have the client ID value covataWebApp.
   Email	The email address of the Covata user within your organisation who conducted the activity. Specify this user’s email address to retrieve activities for the report relating to this user only.
   Action	The type of action being conducted by the activity. These action types correspond to the HTTP-based method types used in making requests to endpoints of the Covata Platform’s API. Choose one of the following action types to retrieve activities for the report relating to these action types only: • Created (corresponds to a POST method request made to a Covata Platform API endpoint) - indicates that the action involved the creation of content/data on the Covata Platform. • Retrieved (corresponds to a GET request made to a Covata Platform API endpoint) - indicates that the action involved the retrieval of data from the Covata Platform. • Updated (corresponds to a PUT request made to a Covata Platform API endpoint) - indicates that the action involved updating existing content/data on the Covata Platform. Note: Activities on the Reports page may have an additional action type (i.e. ‘Deleted’), which corresponds to a DELETE method request made to a Covata Platform API endpoint. However, it is not possible to filter for activities with this type of action when generating reports through Organisation Administration.
   Resource	The type (i.e. category) of resource to which the activity relates. These resource types correspond to different categories of endpoints of the Covata Platform’s API. Choose one of the following resource types to retrieve activities for the report relating to these resource types only: • Objects - an activity involving the creation, decryption, sharing and management of files. • Collaboration - an activity relating to item collaboration. Currently, however, choosing this option retrieves no activities. • Keys - an activity relating to the decryption of files (including the decryption of their read-only views).

4. Do any of the following:
   • Click the View button to filter the activities on the Reports page to items that match all filter field criteria (above).
   • Click the Export drop-down menu and choose:
     • PDF to generate a PDF format document of these activities filtered according to the criteria (above).
     • CSV to generate a CSV format file of these activities filtered according to the criteria (above).
     The PDF and CSV format exports contain the additional Event Info field data (absent from the Reports page), although like the Reports page itself, both formats list their activities in reverse chronological order.