Recent & Modified Bookings History Log – Your Real-Time Audit Trail
Service businesses live on up-to-the-minute information. OctopusPro’s History Log gives managers and back-office teams a crystal-clear view of every booking created or changed—who did it, when, and for how much.
Where to Find the Reports
| Report | Navigation | What It Shows |
| Recent Bookings | Left Menu → Reports → History Log → Recent Bookings | All bookings sorted by creation time. |
| Modified Bookings | Left Menu → Reports → History Log → Modified Bookings | All bookings sorted by last update. |
Tip: Pin the History Log section to your favourites for one-tap access.
Reading the Grid
| Column | Description | Example |
| Date / By | Timestamp + user who created/edited the booking. | “Today, 11:50 AM – by Reegan” |
| Booking # | Clickable code (BOK-99918) that opens the full booking. | |
| Details | Snapshot of Start/End date, current status (colour-coded) and site address. | |
| Customer Name | Clickable customer profile. | |
| Amount | Gross value of the booking (inc. tax). |
Filtering & Views
- Dashboard Filter (top-right)
- All Dashboard – see every user’s activity.
- My Dashboard – see only the bookings you created or changed.
- Status Shortcuts – quick links such as Recent CANCELLED or Recent COMPLETED narrow the list with one click.
- Pagination – page controls at the bottom let you jump back through history.
Practical Use-Cases
| Scenario | How the Report Helps | Benefit |
| Morning stand-up meeting | Check Recent Bookings for everything logged overnight. | Assign fieldworkers without missing late requests. |
| Quality control | Open Modified Bookings to audit who changed prices or times. | Prevent revenue leakage & maintain accountability. |
| Customer follow-up | Filter status = CANCELLED to call lost clients. | Win back jobs before they hire a competitor. |
| Finance oversight | Sort by Amount to spot high-value bookings. | Ensure premium jobs receive priority handling. |
Drilling Down for Detail
- Click the Booking # to open the full booking record.
- From there you can:
- View the complete change log.
- Edit times, staff or charges.
- Send confirmations or invoices.
Need to see the entire audit trail? Inside the booking, open the Activity Timeline for a line-by-line record of every field edited.
Best-Practice Tips
| Tip | Why it Matters |
| Daily review – make the History Log part of your morning checklist. | Catches data-entry errors before technicians set off. |
| Pair with Advanced Search | Jump from a History Log row straight into universal search if you need more context. |
| Export regularly (CSV icon, if enabled) | Keep an offline archive for compliance or accountant requests. |
| Use ‘My Dashboard’ for KPIs | Reps and franchisees can track their own booking count and revenue in real time. |
Key Benefits Recap
- Instant visibility of every new and edited job.
- Full accountability—know who made each change.
- Proactive customer service—react to cancellations or amendments immediately.
- Data-driven decisions—spot trends in booking value, status or location.
Next Step
Open Reports → History Log → Recent Bookings right now and see today’s activity—your live operational pulse, one click away.
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