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, request a copy from your WebCATS system administrator.

For more information on user account permissions, visit the FAQ titled What are user permissions and how do they impact my ability to view, add, report, edit, and delete records?.

For more information on the activity history list, view our other popular resources on this topic:

• FAQ: What is the "History of Activity" list that displays in the lower pane of some records?
• FAQ: Why can I link to some of the activity records listed for a client in the activity history list, but not others?