> For the complete documentation index, see [llms.txt](https://docs.samita.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.samita.io/sami-b2b-onboarding/settings/activity-log.md).

# Activity log

See everything that happened in the app, narrow it down by type, person and date, find out why an email didn't arrive and export the log.

**Settings › Activity log** is the full history of Sami B2B Onboarding in your store: each application decision, each email and automation run, each import, and the changes your team and your buyers made. Admins and reviewers can both open it.

## Read the log

Go to **Settings** and click **Activity log**. The newest activity is at the top, 10 rows per page. Use the arrows under the table to go back further.

| Column           | What it shows                                                                                                                      |
| ---------------- | ---------------------------------------------------------------------------------------------------------------------------------- |
| **When**         | The date and time, such as "Oct 5, 14:30".                                                                                         |
| **Who**          | The team member's name, **Rule:** and the rule's name, **Buyer**, or **System** for what the app did on its own.                   |
| **What changed** | What happened, such as "Approved Acme Supply Co." or "Application received · Acme Supply Co.". Rejections and failures are in red. |
| **Detail**       | More about it, such as the reason given, the result of an email or what a status changed from and to.                              |

<figure><img src="https://3844812229-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRrf4pQPgjvb3GW7IN3Ci%2Fuploads%2Fgit-blob-de4bbf97412b79b744bad09145e855da95c26dae%2Fscreenshot-settings-activity-log-table.png?alt=media" alt="The Activity log in the All view, listing recent events such as a company put on hold, a new sales rep, a CSV import with two skipped rows, a Shopify sync and an approval, each with when, who and the detail."><figcaption><p>Each row says when it happened, who did it, what changed and the detail.</p></figcaption></figure>

## Narrow the log

The bar above the table has four tools. Use them together.

* **View.** Click the name at the left of the bar, **All** to start with, and pick a view:

  | View             | What it lists                                                                                                                                                                                           |
  | ---------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
  | **All**          | Everything.                                                                                                                                                                                             |
  | **Applications** | New applications, approvals, rejections, requests for more information, resubmissions, closed applications and what your rules did.                                                                     |
  | **Emails**       | Every email and automation run with its result, including the app's writes to Shopify and test emails, plus changes such as edited answers, approval terms, a company's status or a possible duplicate. |
  | **Imports**      | Company imports from CSV files, syncs from Shopify, and each row an import skipped.                                                                                                                     |
* **Search.** Type in the **Search and filter** box. It finds company names, team members' names, rule names, file names and reasons.
* **Who.** Click in the search box and choose **Who**, then pick **Your team**, **Automation rules**, **Buyers** or **System**.
* **When.** Choose **When**, then pick **Last 7 days**, **Last 30 days**, **Last 90 days** or **Last 12 months**.

A filter you've added shows in the bar, for example "Who is Your team". Click it to change it, or click its **×** to remove it. If nothing matches, the table says **No activity matches**. Click **Show all activity** to clear everything.

## What gets recorded

| Kind                   | Examples                                                                                                                                                            |
| ---------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Applications           | "New application from Acme Supply Co.", "Approved Acme Supply Co.", "Requested information from Acme Supply Co.", "Closed Acme Supply Co.: the buyer didn't answer" |
| Rules                  | "Rule “US with valid tax ID” approved it", "Rule “US with valid tax ID” matched"                                                                                    |
| Emails and automations | One row per email or automation an event sends, with its result                                                                                                     |
| Test emails            | "Sent a test email", "Test email failed" with the reason                                                                                                            |
| Your team's changes    | Edited answers, saved approval terms, a company's status, the sales rep, who an application is assigned to                                                          |
| Checks                 | Possible duplicate companies, tax ID checks                                                                                                                         |
| Buyers' changes        | Contacts a buyer added, changed or removed from their company page in the customer account                                                                          |
| Imports                | Each CSV import and Shopify sync, and each skipped row with its reason                                                                                              |
| Data retention         | "Applied data retention", with how many applications expired and how many were deleted                                                                              |

## Find out why an email didn't arrive

{% stepper %}
{% step %}

### Open the Emails view

In **Settings › Activity log**, click **All** at the left of the bar and choose **Emails**.
{% endstep %}

{% step %}

### Search for the company

Type the company's name in the **Search and filter** box, for example `Acme Supply Co.`.
{% endstep %}

{% step %}

### Find the row for the event

Rows are named after the event that sends the email, such as "Application approved · Acme Supply Co." for the **Account approved** email. An event that sends two emails, one to the buyer and one to your team, has a row for each.
{% endstep %}

{% step %}

### Read the Detail column

| Detail says                                                                                     | What it means                                                                               | What to do                                                                                                                               |
| ----------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------- |
| Email sent                                                                                      | The app sent the email.                                                                     | Ask the buyer to check their spam or junk folder, and check the email address on the application.                                        |
| Not sent — this email is turned off. Turn it on in the form's Email tab or in Settings › Email. | The reviewer asked to email the buyer about their decision, but that email is switched off. | Turn it on. See [Edit email templates](/sami-b2b-onboarding/settings/email-templates.md).                                                |
| Reviewer chose not to email the buyer                                                           | The person who made the decision chose not to email the buyer.                              | Nothing is wrong.                                                                                                                        |
| No recipient address                                                                            | There was no address to send to.                                                            | Check the application's email, or your team's recipients.                                                                                |
| Email not sent: the mail server didn't accept it                                                | Your mail server refused it.                                                                | Check **Settings › Email**. See [Send from your own address (SMTP)](/sami-b2b-onboarding/settings/smtp.md#read-the-email-health-banner). |
| Email not sent                                                                                  | Something else stopped it.                                                                  | [Contact support](/sami-b2b-onboarding/help/contact-support.md) with the company name and the time on the row.                           |

<figure><img src="https://3844812229-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRrf4pQPgjvb3GW7IN3Ci%2Fuploads%2Fgit-blob-7cccef47c516ee11b9f180a09d04f39cbf0835bb%2Fscreenshot-settings-activity-log-email-search.png?alt=media" alt="The Activity log in the Emails view searched for Acme Supply Co., with one Revision requested row whose detail says the email wasn&#x27;t sent because it&#x27;s turned off."><figcaption><p>The Detail column says whether each email went out, and why not when it didn't.</p></figcaption></figure>
{% endstep %}
{% endstepper %}

If there is no row at all for the email, check two switches:

* **The event's switch under Automation › Automations.** A switched-off event sends nothing and leaves no row. See [Automations and Shopify Flow](/sami-b2b-onboarding/automation/automations-and-shopify-flow.md).
* **The email's own switch**, in the form builder's **Email** section or in **Settings › Email › Store emails**. An email that is turned off usually leaves no row either. The only row you see is the "Not sent" one above, when a reviewer asked to email the buyer.

## Export the log

{% stepper %}
{% step %}

### Narrow the log first

Set the view, search and filters to the rows you want.
{% endstep %}

{% step %}

### Open Export

Click the export button (**Export**) at the right of the bar. The **Export activity** dialog opens.
{% endstep %}

{% step %}

### Choose the rows and format

Under **Export**, choose **Current page**, **All activity** or **Matching your search**. **Matching your search** exports the rows you narrowed the log to. **All activity** exports the whole log, whatever the filters say. Under **File format**, choose **CSV for Excel, Numbers, or other spreadsheet programs** or **Plain CSV file**.

<figure><img src="https://3844812229-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRrf4pQPgjvb3GW7IN3Ci%2Fuploads%2Fgit-blob-e2218c784faae1fb2085d108994e6255b1248aca%2Fscreenshot-settings-activity-log-export.png?alt=media" alt="The Export activity dialog with Matching your search (17) chosen over Current page and All activity, and two file formats: CSV for spreadsheet programs or a plain CSV file."><figcaption><p>Export the rows you narrowed the log to, as a CSV file for your spreadsheet program.</p></figcaption></figure>
{% endstep %}

{% step %}

### Download

Click **Export activity**. The file downloads with the columns **When**, **Who**, **Type**, **Status**, **Company** and **Detail**. For an email, **Detail** also names the email and the address it went to.
{% endstep %}
{% endstepper %}

## Next steps

* [Edit email templates](/sami-b2b-onboarding/settings/email-templates.md) — turn on an email that was switched off.
* [Send from your own address (SMTP)](/sami-b2b-onboarding/settings/smtp.md) — fix emails your mail server refused.
* [Team and roles](/sami-b2b-onboarding/settings/team-and-roles.md) — see who on your team made a change.
* [Troubleshooting](/sami-b2b-onboarding/help/troubleshooting.md) — more fixes when something doesn't work.


---

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