Viewing and Managing Messages & Forms in the Log Book

The Log Book page gives you a central place to view and manage messages and forms that have been sent through your channels. It makes it easy to find past communications, review submitted forms, and access information across your stores and regions.

What Can I See in the Log Book?

From the Log Book, you can view:

• Forms that have been submitted
• The person who created or submitted a form
• The store associated with the message or form
• The region associated with the store
• Specific form types you want to review

This gives you a complete view of your channel activity and submitted forms in one place.

Filtering the Log Book

You can use the available filters to quickly find the information you need.

Depending on what you're looking for, you can filter by:

• Created By – Find forms created or submitted by a specific person.
• Store and Region– View messages and forms associated with a specific location.
• Form – Select the specific form you want to review.
• Date/Calendar – Adjust the calendar settings to view information from a specific timeframe.

Using multiple filters together can help you narrow down your results and find a specific message or form more quickly.

Adjusting the Date Range

The calendar settings allow you to control the timeframe displayed in the Log Book.

You can adjust the calendar to view a specific date range, which is helpful when looking for historical messages or forms or when reviewing activity from a particular period.

Tip: If you don't see the information you're looking for, check your calendar settings to make sure the correct timeframe is selected.

Full View

The Full View option provides greater visibility into the information available in the Log Book.

Use Full View when you need to see more details about the messages or forms, making it easier to review the data and get a more complete picture of the activity.

Downloading the Log Book

You can download the Log Book report to save or share the information outside of the website.

Downloading the report can be useful when you need to:

• Keep a record of submitted forms
• Review information offline
• Share data with other team members
• Analyze or reference historical activity

Apply any filters and adjust the date range before downloading to ensure the report contains the information you need.

Printing Forms

If you need a physical or printable copy of a form, you can print the form directly from the Log Book.

Open the form you want to review and use the print option to generate a printable version.

Best Practices

For the best results when using the Log Book:

1. Set your date range first using the calendar settings.
2. Use the filters to narrow your results by creator, store, region, or form.
3. Select Full View when you need additional visibility into the data.
4. Download the report when you need to save or share the information.
5. Print individual forms when a physical copy is needed.

The Log Book provides a centralized way to review your channel messages and submitted forms, helping you quickly find the information you need across your organization.