--- title: Using the activity panel description: The activity panel is a very helpful tool that allows you to get a quick understanding of the activity related to a specific customer, vendor, or product. Let's say you want to view all quotes that ha --- [Skip to content](https://support.paragon-erp.com/using-the-activity-panel#main-content) English Show submenu for translations [![paragon logo-1.png\]](https://support.paragon-erp.com/hs-fs/hubfs/paragon%20logo-1.png?width=240&height=75&name=paragon%20logo-1.png)](https://support.paragon-erp.com/?hsLang=en) - [New Ticket](https://share-eu1.hsforms.com/1PiwaZCxTRpabuHVnQxGeXQc751y) - [Tickets](https://help.paragon-erp.com/tickets) - [Knowledge Base](https://support.paragon-erp.com/) - [Sign out](https://20488534.hs-sites.com/_hcms/mem/logout) Open main navigation Close main navigation - [New Ticket](https://share-eu1.hsforms.com/1PiwaZCxTRpabuHVnQxGeXQc751y) - [Tickets](https://help.paragon-erp.com/tickets) - [Knowledge Base](https://support.paragon-erp.com/) - [Sign out](https://20488534.hs-sites.com/_hcms/mem/logout) - English Show submenu for translations - [Go to website](https://www.paragon-erp.com/) [Go to website](https://www.paragon-erp.com/?hsLang=en) Welcome! Search our Knowledge Base. - There are no suggestions because the search field is empty. 1. [ParagonERP](https://support.paragon-erp.com/?hsLang=en) 2. [Paragon Basics](https://support.paragon-erp.com/paragon-basics?hsLang=en) 3. [Paragon Modules & Features](https://support.paragon-erp.com/paragon-basics?hsLang=en#paragon-modules-features) November 10, 2025 # Using the activity panel ### Introduction The **activity panel** is a very helpful tool that allows you to get a quick understanding of the activity related to a specific customer, vendor, or product. Let's say you want to view all orders that have been created for a particular customer. Although you can always obtain this information through a report, if you do not want very detailed information and just want to see a list of the transactions, the **activity panel** may be the best option. The **activity panel** is available on the product, material, customer, and vendor modules. Depending on the module that you're in, you can view different transactions. For instance, because customer invoices are not associated with a vendor, this option is not available in the vendor module.  #### **Go to the activity panel** Go to any of the reference modules and select the **detail view** button.   ![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/edbsn59ac91bfaeefc0ad45311abed1df7a7e95c510ae2e2aec5b41c1c650d19f2b6004ac26a3e8c0c1c117a05cb0a220a924-1-1-1-3-1.png)   The  **activity panel** is displayed on the right-hand side of the reference screen.  ![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/edbsnd906b6a71fcdb9e801d43c6b23d14ed4f79fd6235f2764c2273e1deb54819b7e479fcb2e9dccf333e811846baeb22b42-1-1-1-3-1.png) #### **Filtering** In the activity panel, you can filter by transaction. ![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/edbsnd906b6a71fcdb9e801d43c6b23d14ed48a1270ac95b26080e58bea8a7a72139e095773ae873aa7e1aa1b67bfaab57b06-1-1-1-3-1.png)   You also have the ability to filter by status. ![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/edbsnd906b6a71fcdb9e801d43c6b23d14ed48a32e4f3a1072b7832c9719d710d857b4ba03884deeeb1ae4f0786ceed4b3344-1-1-1-3-1.png)   If you leave the status field blank, it will show you all transactions, regardless of the status.   In the example below, orders were selected from the drop down and the filter is showing all orders associated with the product Boots Green 5.   ![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/edbsn69af10145eef35ae6acdb493cfcda8474d4a2e7e9ec63c20206b32580ca32d837c99c269222328fcb41a25c5186bca78-1-1-1-3-1.png) The colors that display next to the transaction correspond to the status of that transaction. Clicking on them will navigate you to that transaction. - temp: orange - hold: red - issued: blue - complete: green - void: purple #### **Customer and vendor information** In the customer and vendor modules the activity panel includes a **summary** section at the bottom for all transaction types and will display: - Total amount of all listed transactions - Total units of all transactions - Date of the most recent transaction ![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/edbsne4d39acabd8d326dee9bff58b38b479f7e563e8deddc0f1b822f3ba7afffbbd1c2f50a796df912b2610014f054e74450-1-1-1-3-1.png)   In the customer and vendor modules, the activity panel also offers the **recent financial transactions** drop down option.   ![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/edbsnc7fd257876e0654027befd5d6f0f7bb4edb41003df5ebc229d712ecc5d77ae29df8156b477e78ee86a5b88d5528b96da-1-1-1-3-1.png)   #### **What's next?**  If you're looking to explore more reports in Paragon, check out some of these articles: [Using the AP Aging Report](https://support.paragon-erp.com/using-the-ap-aging-report?hsLang=en) [Using the AR Aging Report](https://support.paragon-erp.com/using-the-ar-aging-report?hsLang=en) [WIGO - 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