---
title: Reports Overview
description: Provides an overview of the Reports section in ark, including audit logs for contacts, investors, email delivery, document downloads, and login activity. Admin users can use these tools to support reconciliations, internal audits, and platform oversight.
---

[Skip to content](https://connect.arkpes.com/knowledge/reports-overview#main-content)

English - United States

Show submenu for translations

[Submit a Ticket](https://connect.arkpes.com/knowledge/kb-tickets/new?hsLang=en-us) [My Tickets](https://connect.arkpes.com/tickets?hsLang=en-us)

[![ark](https://connect.arkpes.com/hs-fs/hubfs/ARK__Logotype_fullcolor.png?width=200&height=68&name=ARK__Logotype_fullcolor.png)](https://connect.arkpes.com/knowledge?hsLang=en-us)

Open main navigation

Close main navigation

- English - United States
  
  Show submenu for translations
- [Submit a Ticket](https://connect.arkpes.com/knowledge/kb-tickets/new)
- [My Tickets](https://connect.arkpes.com/tickets)
- [Email Ark Support](mailto:support@arkpes.com)

[Email Ark Support](mailto:support@arkpes.com)

 Search the knowledge base

- There are no suggestions because the search field is empty.

1. [Ark Knowledge Center](https://connect.arkpes.com/knowledge?hsLang=en-us)
2. [User & Access Management](https://connect.arkpes.com/knowledge/user-access-management?hsLang=en-us)
3. [Audit & Activity Reporting](https://connect.arkpes.com/knowledge/user-access-management?hsLang=en-us#audit-activity-reporting)

# Reports Overview

This guide walks you through how to use the Reports section in ark to monitor platform activity across contacts, investors, emails, documents, and logins. These tools are helpful for reconciliation, tracking changes, and managing audits.

---

#### **Jump to a Section**

- [What You’ll Learn](https://connect.arkpes.com/knowledge/reports-overview#what)
- [Who Can Use This Feature](https://connect.arkpes.com/knowledge/reports-overview#who)
- [Step-by-Step: Using the Reports Section](https://connect.arkpes.com/knowledge/reports-overview#step1)
- [FAQ](https://connect.arkpes.com/knowledge/reports-overview#faq)
- [Next Steps](https://connect.arkpes.com/knowledge/reports-overview#next)

---

#### **What You’ll Learn**

By the end of this guide, you’ll be able to:

- Run audit reports to track changes to contact and investor records
- Review email delivery results and document downloads
- Identify login activity and failed access attempts
- Monitor investor actions, such as K-1 acceptance

---

#### **Who Can Use This Feature**

- Ark Client Admin users
- Basic Admin users (with appropriate permissions)

---

#### **Step-by-Step: Using the Reports Section**

1. Navigate to the Reports Section  
   From the left-hand menu in the admin portal, select **Reports**.
2. Select a Report to Run  
   You can choose from multiple reports: 
     - **K-1 Accept/Decline Audit**  
       Track which contacts or investors accepted their K-1s and when.
     - **Contact Record Audit**  
       Review edits to contact records. Includes: 
           - Change date and type (created, updated, removed, etc.)
           - Field edited, old value, and new value
           - Username of the person who made the change
     - **Investor Record Audit**  
       View changes to investor records with the same detailed format as the Contact Record Audit.
     - **Login Audit**  
       See login attempts to the client portal. Includes:  
           - Timestamp
           - Success/failure indicator
           - Reason for failure (e.g., incorrect password or email)
     - **Contact Email Delivery Results Audit**  
       Review outgoing client emails such as:  
           - Welcome messages
           - Password reset confirmations
           - Capital call and distribution notices
         
       Each email entry includes: 
           - Timestamp (UTC-0)
           - Sender and recipient
           - Subject
           - Delivery status (success/failure)
     - **Document Audit**  
       Track who viewed or downloaded which documents. Includes:  
           - Timestamped access
           - Username
           - Number of page views, prints, searches, or text copies

---

#### **FAQ**

**Q: Why does the timestamp look off in the Contact Email Delivery Results Audit?**  
A: All timestamps are shown in UTC-0.

**Q: Who has access to these reports?**  
A: Only Admin users with the correct permissions will be able to access and run these audit reports.

---

#### **Next Steps**

- Explore other reporting tools under [General Ledger \> Reports](https://connect.arkpes.com/knowledge/gl-reports-overview?hsLang=en-us) for transaction-level visibility.
- Need support? Email us at [support@arkpes.com](mailto:support@arkpes.com) - we're here to help.

- [NEW Portfolio Investments](https://connect.arkpes.com/knowledge/new-portfolio-investments?hsLang=en-us#main-content)

    - [Portfolio Investment Uploading Guides](https://connect.arkpes.com/knowledge/new-portfolio-investments?hsLang=en-us#portfolio-investment-uploading-guides)
- [Client Management](https://connect.arkpes.com/knowledge/client-management?hsLang=en-us#main-content)

    - [Client Portal Setup](https://connect.arkpes.com/knowledge/client-management?hsLang=en-us#client-portal-setup)
    - [Branding & Communication Settings](https://connect.arkpes.com/knowledge/client-management?hsLang=en-us#branding-communication-settings)
    - [Transaction & Metric Mapping](https://connect.arkpes.com/knowledge/client-management?hsLang=en-us#transaction-metric-mapping)
    - [Report Configuration](https://connect.arkpes.com/knowledge/client-management?hsLang=en-us#report-configuration)
    - [Feature Configuration](https://connect.arkpes.com/knowledge/client-management?hsLang=en-us#feature-configuration)
    - [Client Onboarding & Go-Live](https://connect.arkpes.com/knowledge/client-management?hsLang=en-us#client-onboarding-go-live)
- [Data & Transaction Management](https://connect.arkpes.com/knowledge/data-transaction-management?hsLang=en-us#main-content)

    - [Transactions & Metrics](https://connect.arkpes.com/knowledge/data-transaction-management?hsLang=en-us#transactions-metrics)
    - [Fund Allocations](https://connect.arkpes.com/knowledge/data-transaction-management?hsLang=en-us#fund-allocations)
- [Document Management](https://connect.arkpes.com/knowledge/document-management?hsLang=en-us)
- [Financial Management](https://connect.arkpes.com/knowledge/financial-management?hsLang=en-us#main-content)

    - [General Ledger & Chart of Accounts](https://connect.arkpes.com/knowledge/financial-management?hsLang=en-us#general-ledger-chart-of-accounts)
    - [Journal Entries & Entity Tagging](https://connect.arkpes.com/knowledge/financial-management?hsLang=en-us#journal-entries-entity-tagging)
    - [Bank Integrations](https://connect.arkpes.com/knowledge/financial-management?hsLang=en-us#bank-integrations)
    - [Cash Receipts](https://connect.arkpes.com/knowledge/financial-management?hsLang=en-us#cash-receipts)
    - [GL Reports & Reporting Tools](https://connect.arkpes.com/knowledge/financial-management?hsLang=en-us#gl-reports-reporting-tools)
- [Fund & Investor Management](https://connect.arkpes.com/knowledge/fund-investor-management?hsLang=en-us)
- [Investor Communications](https://connect.arkpes.com/knowledge/investor-communications?hsLang=en-us#main-content)

    - [Capital Calls & Distributions](https://connect.arkpes.com/knowledge/investor-communications?hsLang=en-us#capital-calls-distributions)
    - [General Mailings](https://connect.arkpes.com/knowledge/investor-communications?hsLang=en-us#general-mailings)
- [Product Updates](https://connect.arkpes.com/knowledge/product-updates?hsLang=en-us#main-content)

    - [Release Notes](https://connect.arkpes.com/knowledge/product-updates?hsLang=en-us#release-notes)
- [User & Access Management](https://connect.arkpes.com/knowledge/user-access-management?hsLang=en-us#main-content)

    - [Admin Users & Teams](https://connect.arkpes.com/knowledge/user-access-management?hsLang=en-us#admin-users-teams)
    - [Contacts & Impersonation](https://connect.arkpes.com/knowledge/user-access-management?hsLang=en-us#contacts-impersonation)
    - [Authentication & Login](https://connect.arkpes.com/knowledge/user-access-management?hsLang=en-us#authentication-login)
    - [Audit & Activity Reporting](https://connect.arkpes.com/knowledge/user-access-management?hsLang=en-us#audit-activity-reporting)
- [LP Portal](https://connect.arkpes.com/knowledge/lp-portal?hsLang=en-us)

[![ARK\_\_Logotype\_fullcolor-1](https://connect.arkpes.com/hs-fs/hubfs/ARK__Logotype_fullcolor-1.png?width=200&height=68&name=ARK__Logotype_fullcolor-1.png "ARK__Logotype_fullcolor-1")](http://arkpes.com)

<https://www.linkedin.com/company/arkpes> [mailto:support@arkpes.com](mailto:support@arkpes.com)

Copyright © 2025, Ark PES