Export Audit Trail to CSV

Export your Audit Trail to a CSV file for easy viewing.

Export the Audit Trail

1. Click Reports → Audit Trail.
2. Apply filters if needed. For example, you can filter the report to show a single user's actions.
3. Click Search.
4. Click the arrow icon to the right of the Search bar and select Export to CSV.

Export Headers

• Action ID
• Date
• Action
• Actor (User)
• Client (if applicable)
• Object
• IP of device
• Object ID
• Object State ID
• Object Type (such as Note, Form, Invoice)
• Actor ID 
• UserAgent (information about the device logged in)