I know a client has had more activity than what I'm seeing in WebCATS. Why are some activity records missing?
It's most likely that your user account has the "Funding Source Lock for Reporting" option applied to it. When this option is selected, you are restricted from viewing or generating reports for any client activity or conference records that are funded by a source other than your account's default funding source. If you would like to review your user account permissions, click your user name from WebCATS welcome page (also known as the dashboard), as shown in the next graphic. The welcome page can be accessed any time from WebCATS by clicking the WebCATS logo in the upper left corner.
For more information on user account permissions, visit the FAQ titled How do user account permissions impact my ability to access WebCATS?.
For more information on the activity history list, view our other popular resources on this topic:
- FAQ: What is the "History of Activity" tab that displays for some record types?
- FAQ: Why can I link to some of the activity records listed for a client on the "History of Activity" tab, but not others?
Want more? Browse our extensive list of WebCATS FAQs.