Using Audit Logs

Audit Log Search Filters

Audit logs show when an action was performed, who performed the action, and what was done. Audit logs can be filtered to show actions by a specific person, or by all actions from the previous 90 days. 

Note: For agencies, the Audit Log will also display changes made to clients from the Client Configuration page. This includes Client Configuration changes that were made after 7/22/24. 

To view audit logs and filter data, do the following:

1. Click    User Menu > Settings in the top toolbar.
   
   

    

2. Click Audit Log, located under My Company in the left panel.
   
   

    

3. Click either the Filter by User or Filter by Action drop-down menu. Select the relevant filters in the menu that appears.
4. Click the date field drop-down menu.
5. Select the date to search on.
   
   

    

Filter by Action Categories

The following categories are listed under the Filter by Action drop-down:
 

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