Filter Activities by User Role
You can now filter activities by user role on both the Activities reporting page and the client History page—so you can quickly narrow down to the staff roles that matter for your workflow without scrolling through hundreds of records. 💙
✨ What's new:
- 🔍 User Role filter in Add Filter menu— Select "User Role" from the Add Filter menu on Reporting > Activities or Client > History > Activities to filter the list by one or more staff roles.
- 📋 Uses your org's custom role names— The filter displays whatever role names your org has configured in settings, not the base system roles—so what you see matches how your team actually talks about roles.
- 🔗 Works with existing filters— Combine the User Role filter with any other active filter (Status, Business Unit, Signatures, etc.) to get exactly the view you need.
- 💾 Save it to a view— Include the User Role filter in a saved view so you don't have to reapply it every time. Saved view visibility settings work the same as before.
- 📥 Exports reflect the filter— When you export filtered results, the exported data includes only activities matching the selected role(s).
💡 Why it matters:
Organizations managing staff across multiple roles—like BTs, BCBAs, supervisors, and clinical directors—need a fast way to segment activities by role for oversight and reporting. Until now, there was no direct way to do this, which meant manual scrolling or workarounds with saved views. This update puts role-level filtering right where you need it, helping your team stay focused on the work.
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