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Audit

Use this function to see what records have been added, edited, deleted or what users are most active in a certain project.

SiSta (Customer Success) avatar
Written by SiSta (Customer Success)
Updated over 3 months ago

An Audit can only be run by the Administrator on the account.

  1. Navigate to Admin Settings

  2. Under the drop down menu go to > Access & Security > Audit

  3. Select your Date Range by entering the date or selecting from the 'Date Type' dropdown list

  4. Choose any/all the following;

    • Type of Record

    • Audit Description

    • Type of action

    • User

    • Individual record ID

5. Click on Export Excel

6. The Audit report will now be downloaded as an Excel spreadsheet

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