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System Reports

Track system activity like emails sent, logins, and data exports for auditing and accountability across your staff.

Kristi Carlson avatar
Written by Kristi Carlson
Updated today

These reports can be found on the "All Reports" page under the "System" tab.


🧾 Audit Log

Also known as "Audit Report"

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📋 What

The Audit Report logs a complete history of changes made in the system, whether by users or background processes. It provides visibility into data updates, such as roster adds/drops, edits to customer information, or program modifications. Each entry includes the action, affected ID, old and new values, who made the change, and when it occurred.

🔑 Key features

Filter by:

  • View Changes To: Everything, Customers, Rosters, Programs, and more

  • Customer ID / User ID / Roster ID: Focus on one specific entity

  • Edited By User: View changes made by a specific employee

  • Start & End Date and Time: Limit the report to a specific timeframe

  • Limit: Choose how many results to display at once

Each result displays:

  • Action performed (e.g., ROSTER_ADD, UPDATE)

  • Affected object ID and name

  • Type and field modified

  • Old and new values

  • Employee or system that made the change

  • Timestamp of change

  • IP address and request metadata

Export options: CSV or PDF

✅ When to use it

Use this report when you need to audit data changes across the system—such as investigating who edited a customer profile, when a roster adjustment was made, or whether user permissions were updated. It’s especially valuable for administrators, customer support teams, and data compliance reviews.

💡 Pro Tips

If you're trying to trace down a specific change, enter the Customer ID or Roster ID directly to limit noise. Filtering by Edited By User helps hold staff accountable or clarify internal questions about updates. Leave the date fields blank to see a full history. Export a PDF version when changes need to be documented or shared outside the system.

✍️ Electronic Signature Requests Report

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📋 What

The Electronic Signature Requests Report displays all e-signature requests sent to customers, allowing you to monitor their status, review details, and troubleshoot issues. Each request is tied to a booking or customer record and includes submission status, timestamps, and error messages (if applicable).

🔑 Key features

Filter by:

  • Created After / Created Before (optional date range)

  • Creator (employee who initiated the request)

  • Object Type (choose between Booking or Customer)

Each result includes:

  • ID: Internal request ID

  • Employee: Who created the request

  • Object – ID: Booking or Customer ID (clickable to view record)

  • Status: Sent, Complete, or Canceled

  • Created / Modified Timestamps

  • Request ID: External reference ID

  • Error Message (if the request failed)

Export options: CSV or PDF

✅ When to use it

Use this report to check which customers have completed required signatures, troubleshoot failed requests, or confirm when a waiver or document was sent. It's helpful for staff managing waivers, program agreements, or any form requiring a digital signature.

💡 Pro Tips

If you're looking to verify completion for a specific person or booking, enter their Object ID or use the Creator filter. Requests with a "Request Complete" status indicate a successful submission. Export the report to CSV to follow up with customers who haven’t completed their forms. Use the Request ID to trace issues with your e-signature provider if needed.

📧 Email History

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📋 What

The Email History Report shows messages sent from the system to customers, including whether an email has been sent or is still queued for delivery. It provides visibility into the timing, subject, and origin (source) of each email, making it easy to troubleshoot communication or confirm delivery.

🔑 Key features

Filter by:

  • Customer or Email Address

  • Source (which part of Dash triggered the message — e.g., Invoice, Registration, Waiver)

  • Date Range: Start Date & Time, End Date & Time

  • Optional checkbox: Include Messages Waiting to be Sent

Results include:

  • Message ID (clickable for details)

  • Recipient (To) and Sender (From)

  • Subject

  • Source (Invoice, File Upload Review, etc.)

  • Type (usually email)

  • Status: sent, queued, or error

  • Priority: High or Normal

  • Employee who initiated the email

  • Timestamps for when the message was added and when it was sent

Export options: CSV or PDF

✅ When to use it

Use this report to verify email delivery, track outgoing communication for customer support, or audit specific messages (e.g., waiver confirmations, registration notices, receipts).

💡 Pro Tips

Use the "Added" column to see when an email was queued and the "Sent" column to confirm the exact time it was delivered. If you’re troubleshooting missing communication, this timestamp comparison is a great place to start. Filtering by "Source" helps isolate specific types of messages—like invoices, signed waivers, or registration receipts—so you can quickly review what was triggered and when. Searching by a customer’s name or email will give you a full timeline of messages sent to them, which is especially helpful for support or follow-up. If you notice delays, checking the "Include Messages Waiting to be Sent" option will show you emails still in queue. Keep in mind that emails listed with "dash" under the employee column were generated automatically through online customer actions.

🧭 Online Events

Also known as "Customer Events"

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📋 What

The Customer Events report (sometimes referred to as the “Online Events” report) displays system activity tied to individual customers. You can see when a customer logs in or out, attempts payment, signs up for a team, or scans into the facility. Each event is timestamped and associated with a customer record.

🔑 Key features

Filter by:

  • Specific Customer (or leave blank to view all)

  • Event Type: Login, Logout, Login Failed, Payment, Payment Failed, Team Message, Signup Request, Signup Accept, Signup Reject, Invite Sent, Track Source, Register, Check-in

  • Start and End Date/Time

  • Pre-defined Date Ranges

  • Display Limit (defaults to 1000)

Results include:

  • Event Type

  • Date and Time

  • Customer Name (clickable for profile access)

Exportable as CSV or PDF for tracking and analysis.

✅ When to use it

Use this report when troubleshooting customer access issues, verifying attendance or check-in activity, or confirming whether customers are engaging with your online portal. It’s also helpful for marketing teams looking to track engagement via Signup or Invite events, and for front desk staff confirming login behavior for recent inquiries.

💡 Pro Tips

Use the Event Type filter to quickly isolate logins, failed payment attempts, or other key customer behaviors. Leaving the customer name field blank allows you to spot trends across your full user base, especially after a campaign or major program release. If you’re monitoring traffic from a specific promo, look for “Track Source” events tied to a campaign ID. For smaller windows of time, reduce the display limit for quicker results, and export to CSV if you need to sort by time, name, or event.

🧠 System Events

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📋 What

The System Events report logs activity performed by your internal users (employees), allowing you to audit events like mass emails, data exports, and system access. Each event record includes the user, timestamp, action type, and system details.

Available system event types:

  • Team/Class/Camp Email

  • Customer Broadcast Emails

  • Customer Data Export

  • Employee Login / Logout

  • Login Enabled/Disabled

  • Login Failures

  • Data Gateway Access / Failures

  • Cash Drawer Access

  • Sticker/Label Printed

  • Restaurant Order Processed

🔑 Key features

Filter by:

  • System Event Type (required)

  • Date and Time Range

  • Employee Name

  • Search Bar for specific terms or keywords

  • Exportable as CSV or PDF

Each result includes:

  • Event ID

  • Event Code

  • Date and Time

  • Employee (clickable)

  • Description (e.g., email subject, system path)

  • IP Address

  • Details link for further drill-down

✅ When to use it

Use this report when you need to verify which employee sent a broadcast email, exported customer data, or logged into the system during a specific time period. It’s especially useful for auditing employee actions or confirming delivery of communications like team updates or class schedules.

💡 Pro Tips

If you're auditing mass communication, start by filtering for “Customer Broadcast Emails” or “Team/Class/Camp Emails.” Click "View details/email contents" to confirm what was sent and when. Use “Employee Login Failure” to investigate potential access issues. Export logs to CSV if you need to perform deeper analysis or share records with leadership or support teams.

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