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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 10 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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