History of Activities Executed Through the Portal

 

The History of Activities Executed Performed through the Portal feature allows the user to obtain a report of all actions performed by the user through the system.

 

 

A series of fields is made available to the user which may or may not be completed, allowing for modification of the report to suit the users needs.

The filters that may be applied are:

•      State Employer Account Number

•      Employer Name

•      User Name

•      Transaction Type

•      Transaction Number

•      From Date

•      To Date

 

 

Steps to follow:

1.  Enter the credentials required to access the Portal.

2.  Select the Administration tab. A general description of the service will appear.

3.  Select the History of Activities Executed through the Portal option to be directed to the following screen:

 

Figure 23: History of Activities Executed Through the Portal

 

4.  Complete the required fields in order to modify the report and select the Generate Report  button. This will generate a report with the following information:

•      Date

•      Time

•      User who generated the report

 

The filters used in the search include:

•      State Employer Account Number

•      Employer Name

•      User Name

•      Transaction Type

•      Transaction Number

•      From Date

•      To Date

 

The list is comprised of the following fields:

•      State Employer Account Number

•      User Name

•      Transaction ID.

•      Description

•      Date

 

The following total is displayed:

•      Transaction Total

 

Figure 24: History of Activities Executed Through the Portal Generated

 

5.  Select the print  button to print the generated report.

•      The system provides the option to export the report to the following formats:

o  XML

o  CSV

o  TIFF

o  Acrobat (PDF)

o  Web File

o  Excel

 

To do this you must first select the format followed by the  button as displayed in the following image.

 

Figure 25: Exporting Report

 

Note: To obtain another report or modify the fields utilized to generate it, you must once again complete the fields according to your needs and select the Generate Report  button.