Review Site Activity

Site Activity is the running log of everything that has happened on your site, filterable by event type. When a signup fails, a payment doesn't go through, or a subscription changes unexpectedly, this is where you find out what actually happened and when.

What site activity records

The events logged here are the same ones delivered by webhooks, so Site Activity is also a way to see what your webhook endpoints received.

Viewing Site Activity requires only the Read-only permission, the lowest access level, so anyone with access to the site can use it.

Open the activity page

Go to Tools > Activity.

The Dashboard also shows a Recent Activity preview. You can choose which activity types that window displays, and your choice persists for the next time you open the Dashboard.

The page lists every event logged for your site, with the number of results beside the Site activity title. Use the filters across the top of the list to narrow it down.

Filter the activity list

Three filters sit across the top of the list. You can combine them.

• Event: Select one or more event types. The list shows only those events. For the types you can choose, see Event types you can filter by.
• Subscription ID: Enter a subscription's numeric ID to see only that subscription's events.
• Date range: Choose a start date, an end date, or both.

Each filter you apply appears as a tag above the list, such as Event: 2 shown, and the result count updates. Select Clear All Filters to remove them all.

When to use Site Activity

Site Activity is the fastest way to track down a failed signup, a failed transaction, or an unexpected change on a subscription.

It's also worth checking when a subscription behaves oddly. Activity logged under one of the Failure categories is often not attached to any subscription, so it doesn't show up on a subscription's own history.

Export the activity list

Select Export Results above the list to export the events rather than only read them on screen. Whatever filters you have applied carry into the export. Maxio then opens the Exports page, where you download the file once its status is Finished.

Hover over an event for exact data

Some activity entries carry more detail than they show. Hover over an event to reveal it. Hovering over Credit card updated, for example, shows exactly which fields changed.

See who initiated an event

Owners and admins see a Show Attribution button above the activity list. Select it to reveal who initiated each event, and the button changes to Hide Attribution. Team members never see the button, whatever site access controls you have granted them.

With attribution turned on, an event that has an initiator shows a linked actor below its timestamp. A user appears as User # followed by that user's ID, linked to their user page. An API key appears as API key followed by the opening characters of the key, linked to your API Keys page. A change that a background job carried out still attributes back to the user or API key whose original action started that job.

Important: Not every event has an initiator. Events that Advanced Billing generates on its own — an automatic renewal, a dunning step, or a trial end notice, for example — have no person or API key behind them, so they show no actor even with attribution turned on. Events logged before attribution became available show no actor either.

Show Attribution resets to off every time you reload the page.

If you contact Maxio support about a specific event, they see an additional link on that event to trace it through Maxio's internal audit trail. That link is visible only to Maxio staff, not to you.

Event types you can filter by

The Event filter lists the types of event that Site Activity records. With no event type selected, the list shows every event, which is the best place to start if you're not sure what you're looking for. Select a type once you know.

The Event filter carries many more types than the ones described below, covering less common events (Maxio.js tokenization, Direct Debit, prepaid balances, subscription groups, and others). For the complete list of event types Advanced Billing logs, see the Review Webhook Events help article: nearly every event documented there also appears as its own Event filter type, using the same trigger.

Billing Date Change

Any activity found under Billing Date Change indicates any change to the billing date that is initiated explicitly by altering the billing date via the application or the API. A normal renewal, a period advancement, or a migration does not trigger it.

The example below illustrates how the old (from) date is indicated, as well as the new (to) date:

Component Allocation Change

Any change to a subscription’s quantity-based component allocation or enabled status of an on/off component that is made after signup.

This event isn't logged when allocations are set as part of subscription creation at signup. It fires only on subsequent changes.

Customer create

A customer created successfully in Advanced Billing logs an event in this category. In the Event filter, the type is named Customer Create.

Customer Update

Any change to the following customer fields: first_name, last_name, organization, email, reference, address, address_2, city, state, zip, country, phone, vat_number, parent_id, cc_emails, business_type.

Dunning Step Reached

Reaching any step of the dunning process logs an entry here.

Expiration Date Change

Any change to a subscription's expiration date appears under Expiration Date Change, including an update to the expires_at timestamp.

Expiring Card

A periodic event sent by Advanced Billing indicating that a card is expiring within the month.

Metered Usage

Any reported usage for a subscription’s metered components.

Resetting the unit balance to 0 at renewal logs no event.

Payment Failure

Any activity found under Payment Failure indicates that an attempt was made to process a card on file at the gateway. A payment can fail for many reasons. See the Understand Payment Failures help article.

Clicking the payment amount opens the transaction. Clicking the subscriber's name or plan opens their summary.

Payment Success

Any activity found under Payment Success indicates a successful payment by a customer. This can be via the API, application, or Billing Portal. Here is an example of the information found under Payment Success:

Clicking the subscriber's name opens their subscription. Clicking the payment amount opens the transaction record.

Refund Failure

Any activity found under Refund Failure indicates a failure was encountered while trying to process a refund through the current gateway.

Selecting the link opens the subscriber’s summary.

Refund Success

Any activity found under Refund Success indicates a successful refund has been applied to a subscription. This includes both refunds processed through the gateway and external refunds recorded outside of it.

Renewal Failure

Any activity found under Renewal Failure indicates a subscription renewal has failed, for example because the credit card is declined.

Renewal Success

Any activity found under Renewal Success indicates a successful periodic renewal has occurred.

Signup Failure

Any activity found under Signup Failures indicates any failed signup (subscription failed to begin) via the API, application, or Public Pages.

You can quickly email the subscriber, navigate to the product the subscriber failed to purchase, or inspect the transaction from this view.

Signup Success

Any activity found under Signup Success indicates any successful signup (subscription created) via the API, application, or Public Pages.

Clicking the link opens the subscription's summary.

Statement Closed

A statement closing in Advanced Billing is recorded here.

Statement Settled

Settled statements are listed here.

Subscription Card Update

Any activity found under Subscription Card Update indicates that a credit card for a subscriber was updated. This can be by the Billing Portal, Advanced Billing application or API.

Selecting the link opens the subscriber’s summary.

Subscription Product Change

Any activity found under Subscription Product Change indicates a successful change from an old product to a new product for a subscription.

Subscription State Change

Any activity found under Subscription State Change indicates that there was a state change to the subscription. Common examples are subscription state changes from active to canceled, past due to active, etc.

Transaction deleted

If a transaction is deleted from a subscription, an entry is logged, worded as "Payment/Refund of $X deleted on..." Only external payments on open statements can be deleted. To see only these entries, select Transaction Deleted in the Event filter.

Trial End Notice

Activity found under Trial End Notice indicates that a trial is ending within 3 days.

Upcoming Renewal Notice

Activity found under Upcoming Renewal Notice indicates that a subscription is set to renew within 3 days.

Clicking the word renewal opens the subscriber's subscription.

Upgrade Downgrade Failure

Any failed attempt to upgrade or downgrade a subscription.

Upgrade Downgrade Success

Any successful upgrade or downgrade of a subscription.

Related information

To start the tasks you run most often from anywhere in the Site, see Use Quick Actions.

To see the metrics and charts that summarize the same Site, see Read the Site Dashboard.

To change the Site itself rather than review what happened on it, see Understand Site Settings.

To follow the same events for one subscriber rather than the whole Site, see Reviewing Subscription Activity History.

To check or change who on your account holds the owner or admin level that Show Attribution requires, see Manage Advanced Billing Users.