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Activity History Page

Learn what the Activity history page is and how to use it

Updated over 2 weeks ago

The Activity History Page allows you to view all actions performed within your CryptoBooks account in a clear and transparent way.

It’s the ideal tool to track updates, system events, and AI-driven automatic corrections, giving you full control over your activity history.


What is the Activity History Page

The Activity History Page displays a chronological list of all actions performed on your account, both manually and automatically.
Each line represents a specific event, such as:

  • edits made to connections or transaction data

  • automatic fixes applied by AI to correct inconsistencies or missing data

  • system updates or improvements to the application

  • imports, synchronizations, or deletions of data

ℹ️ Note
The listed activities are generated in real time, allowing you to monitor what happens in your account at any moment.


What activities are

Activities are log entries recording actions performed by the user or the system. Each entry includes:

  • date and time of the action

  • type of operation (for example: AI resolution, connection sync, manual edit)

  • status of the operation (success, in progress, or error)

  • any additional details, such as the asset or connection involved

🪄 AI Tip
If you use automatic error resolution through AI, each correction will be registered in this section, allowing you to verify it later.


How to access the page

To access the Activity History Page:

  1. login into your CryptoBooks account and from the main menu on the left, click on Alerts

  2. click on Activity History at the top right

Once opened, you can filter the results by date, activity type, or status to easily find the information you need.


How to download the activity report

To export your history in a downloadable format:

  1. open the Activity History Page

  2. click the Export button at the top right

  3. select activities, digit your email and confirm the download by clicking on Request

The file will include all visible activities based on the filters applied.


How this page can be useful

The Activity History Page is designed to give you transparency and full control over everything happening in your account. You can use it to:

  • review past actions: check manual edits or actions performed by your team

  • monitor automatic corrections: track interventions performed by AI when it’s set as the resolution method

  • verify resolved errors: confirm when and how AI corrected issues related to a specific connection or transaction

  • track system updates: view recent improvements or syncs completed by the application

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