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Actions Reporting

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About Actions Reporting

After you set up your actions, you’ll probably want to check on their status and evaluate changes that were made to them. The Reporting section in Actions let you see the past runs of your actions, the details about those runs, and changes that were made to any action workflow. This section is particularly useful for evaluating why an action may have failed. Reporting will contain information about why the action failed or if a change was made, helping identify and fix the issue.

the reporting tab of the actions tab

Warning: Actions Reporting is only retained for 30 days after an action has been triggered. Once this timeframe has passed, any reporting on that action is deleted.

Run Log

The Run log allows you to view additional information about the actions that you’ve triggered. This page can help you monitor your actions, diagnose issues, and get an overview of which actions have been completed.

The run log will contain the following pieces of information about your actions:
the table headers in the run log

  • Action Name: The name of the action.
    Qtip: If you see statuses for an action named Deleted Action, chances are you deleted the attached action. Be careful when you do this – the records are still there, but the action itself is irretrievable.
    image of actions in action reporting after being deleted. The action name is replaced with "Deleted Action" and the trigger is replaced with "unknown trigger"
  • Trigger: The event that begins the action.
  • Tasks: The task(s) that result from the action.
  • What starts the action: This column will tell you whether the action was scheduled or event-based. If event-based, this column will list the specific event.
  • Triggered Date: The date and time that the action began. Note that this is affected by your account’s timezone settings.
  • Status: The status of the action. Values include:
      • Queued: The task is scheduled to execute next.
      • In-Progress: The task is currently executing.
        Example: You have two tasks that run sequentially in an action. Before execution, the first task will be set to “Queued.” While it is being executed, the first task’s status will be “In-Progress” while the second task will not be displayed. On completion of the first task, the second task will appear as “Queued.”
      • Completed: The task was executed. For an email task, this means it left the Qualtrics server.
      • Timed-Out: The task timed out. Often times this means the Qualtrics server didn’t receive a response for the task. For example, the end point in your web-service task is a custom end-point from your website that is loading slowly. When your server gets back online, the web-service will also load appropriately
      • Failed: The task did not trigger. This is usually caused by an error in the set-up of the task. For example, if you enter an invalid email into the email task.
        Qtip: After fixing any errors with your task, click Retry next to the Failed status to rerun the task.
        image of a failed task. the Retry button next to the status is highlighted

    Click View under the Details column to see the JSON payload for the task.

    Qtip: For tasks that time out, oftentimes this means the Qualtrics server didn’t receive a response for the task. For example, the end point in your web-service task is a custom end-point from your website that is loading slowly. When your server gets back online, the web-service will also load appropriately.
    Qtip: For tasks that fail, click Retry next to the status to re-run it. You should retry failed tasks after fixing the issue that caused them to fail.
  • Details: Click View to see the JSON payload for the task. This window will also show you the execution time of the action.
Qtip: This is particularly useful if you use the Salesforce Task. By checking the Qualtrics Status, you can tell whether you need to adjust something on Qualtrics’ end, or Salesforce.

Searching the Run Log

The run log comes with pre-configured filters allowing you to easily find the actions you’re interested in.

Qtip: Select “All” to revert your filter selection.

the search options at the top of the run log

the filter options at the top of the run log

  1. Use the Status dropdown to filter by the action’s status.
  2. Use the Action dropdown to filter by the action name.
  3. Use the Triggers dropdown to filter by the Event that began the action.
  4. Use the Tasks dropdown to filter by the Task the results from the action.
  5. Use the From and Until boxes to filter by Triggered Date. Click one of the boxes to see a calendar to choose your date.
    the filter for filtering by date. click the two boxes to select a date using the calendar pop-up
  6. Search by a specific action’s Event ID. See the Finding an Event ID subsection below for more information on retrieving the Event ID.

Finding an Event ID

Each time an action runs, the run is assigned a unique Event ID. You can use this ID to find an action’s specific run, or provide to Qualtrics Support if you need help troubleshooting.

  1. Go to Actions.
  2. Select Reporting.
    navigating to the run log and clicking details
  3. Click the Details of the action you’re interested in.
  4. Perform a text search for “uniqueID”. On Mac, this is CMD + F and on PC this is CTRL + F. A box should appear in your web browser allowing you to search.
    Finding the UniqueID in the Run Log
  5. Copy the value for your uniqueID.

The uniqueID is the Event ID that can be used to search for specific action runs in your reporting.

Audit Log

The Audit log allows you to view changes that have been made on any action workflow you have access to. This means that you can view when exactly an action was disabled/enabled, when condition changes were made, and who edited your action.

  1. Navigate to your global Actions.
  2. Click on the Reporting.
    navigating to the audit log
  3. Click Audit log in the sidebar navigation.
  4. You can now view the changes made to your actions in the table.
Qtip: You can click View details to view the changes made to the JSON payload.

the view details button for an entry in the audit log

Coded Details in the Audit Log

Searching the Audit Log

There are several ways to view additional information within the audit log. In the audit log, you’ll be able to view changes to your triggers and tasks.

using the search fields at the top of the audit log

  1. Search: Type in the Search bar to filter based on keywords.
  2. User name: Type the name of a user and/or select a user from the dropdown results to filter based on a user name.
  3. User action: Type the name of a user and/or select a user from the dropdown results to filter based on a user name. You can filter based on available change events in the audit log.
    clicking the user action dropdown in the audit log
  4. Date range: To filter by date range, choose a start date, and then an end date.
Attention: The filter will not be applied until both dates are selected.