Access Log report
About
The Access Log shows which pages each user opened in NextStep and which client was selected when the page opened. Use it to answer questions such as who opened a client's chart on a given day.
Note: The names, clients, and dates in the screenshots are test data from the NextStep demo site.
Find the Report
- From the Main Menu, under Reports, select Administrative Reports.
- Scroll down to the Administration section at the bottom of the page.
- Select Access Log.
Note: Reports appear based on user permissions. If you do not see this report, ask your NextStep system administrator to review your access. For more information, see User Permissions.
Run the Report
- Open Access Log.
- Enter a Start Date and an End Date. When the report opens, it is set to show today.
- Select Run.
Note: The report includes the Start Date but stops just before the End Date. To see one day of activity, set the End Date to the next day. For example, enter a Start Date of 10/27/2026 and an End Date of 10/28/2026 to see everything that happened on 10/27/2026.
Read the Results
Each row is one page opened by one user. Times are shown in your own time zone.
| Column | What it shows |
|---|---|
| Case No | The client's ID and visit number, such as 1021759-1. This is blank when no client was selected. |
| Client | The client's name. Pages that are not tied to a client, such as the Main Menu, show a comma only. |
| Page | The page the user opened, such as Main Menu, Face Sheet, Assessment Forms, or Treatment Plan Wizard. |
| Accessed By | The name of the user who opened the page. |
| Access Time Stamp | The date and time the page was opened, in your time zone. |
| Form Name | For form pages, the name of the form that was opened, such as Biopsychosocial Assessment. |
| Note Search Start Date and Note Search End Date | For Note Search, the date range the user searched. |
| Note Search Parameters | For Note Search, the user, client, and options the user selected for the search. |
| Note Search Chart Types | For Note Search, the note types the user searched. |
In this example, a user opened the Face Sheet for a client, went to the Main Menu and Pre-Admit Forms, moved to Assessment Forms, and then opened the Biopsychosocial Assessment form. Each of these steps appears as its own row, in the order it happened.
Note: The log records which pages were opened. It does not show what was changed on a page.
Narrow the Results
A busy agency can generate many rows. Use these tools to find what you need.
- Filter row. Type in the box below any column heading and press Enter. The grid keeps only the rows that match.
- Heading filter. Select the arrow next to a heading, such as Accessed By or Page, to pick from a list of values.
- Search Panel. Type in the Enter text to search box to look for text across all columns.
- Page size. Choose 10, 20, or 50 rows per page using the Page size setting at the top or bottom of the grid.
To clear a filter, delete the text in the filter box and press Enter.
Example: Who Opened a Client's Chart?
Your compliance officer asks who viewed a particular client's information on October 27.
- Enter a Start Date of 10/27/2026 and an End Date of 10/28/2026, and select Run.
- Type the client's last name, such as Hammock, in the filter box under Client and press Enter.
- Review the Accessed By, Page, and Access Time Stamp columns.
The result shows that Darrin Hanna opened Pre-Admit Forms, the Main Menu, and Assessment Forms with Jason Hammock selected between 1:14 PM and 1:15 PM.
Export the Results
Select Export to above the grid and choose Export to CSV, Export to XLS, or Export to XLSX. The file is named AccessLog.
Related Reports
To see failed sign-in attempts, see Review the Invalid Login Attempts Report.