Before you start
- You have audit log data in your workspace
- You have appropriate permissions to export audit logs
1
Step 1 of 5
Navigate to audit logs
- 1Go to Settings > Audit Logs or Compliance > Audit Trail
- 2You'll see a comprehensive log of all actions in your workspace
- 3Filter logs by date range, user, action type, or entity
2
Step 2 of 5
Filter your audit data
- 1Select the date range for your report (e.g., last month, quarter, or year)
- 2Filter by specific actions (invoice approvals, payments, user changes)
- 3Filter by user if you need a specific person's activity log
- 4Filter by entity or contractor for entity-specific reports
3
Step 3 of 5
Configure export settings
- 1Choose export format (CSV for Excel, PDF for formal reports)
- 2Select which columns to include (timestamp, user, action, details, IP address)
- 3Choose whether to include sensitive data or redacted versions
- 4Select date and time format preferences
4
Step 4 of 5
Generate the report
- 1Click 'Export Audit Log'
- 2The system will prepare your export file
- 3Download the file when ready (usually available within seconds)
- 4For large date ranges, you may receive an email with the export link
5
Step 5 of 5
Use for compliance
- 1Store exported audit logs securely for compliance requirements
- 2Share with auditors or finance teams as needed
- 3Archive reports according to your data retention policy
- 4Use for internal audits and compliance reviews