This report can be found under Reports |→ Call Center |→ Customer Service

...

This report can be used to track all customer activity done in the system. You can see action done by the system as well as any user in relation to a customer's profile.

...

Click on the Total amount of the action you are searching to see the Details tab:

...

Customer Service Report Details

Summary

• Action: Type of Action initialized by User

• Total: # of records affected by Action

Details

• Username - The user who did the actions

• Customer - The name of the customer that action was completed on

• Actions - What was actually done

• Message - Manual agent notes or system generated notes

• Access Level - The access level of the user who did the action

• Date Created - Date the action was done

• Is Note - Will display with a note if agent manually put in a note